Sunday, January 19, 2025
The stock market offers pockets of opportunity in sectors that combine a decent dividend yield with a good quality business. In other words, growth and income. One such sector is the pharmaceuticals sector, which overall has lagged the S&P 500 in the past five years, although not by much. There are, no doubt, some world-class […]
Due to the collapse of multiple banks in March, we’ve seen regional banks stay depressed in pricing. There’s been little pop back to the upside. And, as more people wake up to the fact that keeping your money in low-interest checking accounts isn’t smart… We could keep seeing more deposits flee the small banks. However […]
We’ve seen a historic run-up in interest rates the last 12 months as the Fed tries to hog-tie inflation. It’s working so far as inflation hit a 4% annualized rate on Tuesday. The Fed’s slowing to a pause on interest rate hikes… And I’ve looked at the past 30 years of data to reveal what […]
Last week a real estate investment trust (REIT) – which was not financially stressed – voluntarily “turned in the keys” for one of its properties, defaulting on a $725 million loan. The ramifications of this decision depend on a lot of factors. Let’s talk about what it means for you. On June 5, Park Hotels […]
2023 has been complete opposites for most of the stock market. The Dow is around breakeven… S&P 500 up less than 10%… Small caps in between them… But the Nasdaq soaring nearly 27%. Crushing all their returns. The market hasn’t risen together. But I noticed last week we started seeing a broadening out of the […]
There’s a dirty game Wall Street plays. It’s been going on for ages so this isn’t something new. But it’s something many investors may not know about. As you’ve seen, many companies recently are handily beating earnings estimates even while consumer sentiment is hitting lows. What’s going on here? Well, in my Thursday video, I’ll […]
We’re seeing a massive bifurcation in the market. What do I mean? Stocks aren’t all going up right now. In fact, only a select few big names are dragging the market higher. Meanwhile, many other sectors are underperforming at a pretty consistent rate the past 4-5 months. In today’s free Thursday video, I’ll show you […]
We’ve seen Apple’s stock rise nearly 40% YTD. It’s close to an upper range that it’s hit 5 times in the past two years. Is it going to break out? Is it going to stall out? Today, in my two minute weekly video, I’ll share my thoughts on where Apple could go next. If you […]
For almost a year, the stock market has been brutal for those investors who have tried to time the next upturn or downturn. Since the bear market first bottomed last June (and then again in October), the stock market rallies have run enough to get investors excited before dashing their hopes by turning down again. […]
Sitting down with Phil Timyan to talk about banks and bank stock is a rare treat. Phil Timyan has been on both sides of the table as a banker and investor. He has filed 13D on several banks and waged activist campaigns to improve bank operations and even the outright sale of under-performing banks. Phil […]
