Last week, I introduced a solution to a problem many of us face: we don’t have enough saved for retirement. Or the problem might be that we simply want more money now. The solution lies in compounding, but not in the way most financial planners describe it. They’re right that compounding is key, but they […]
Strategies
Is the US Dollar in 2024 Signaling Changes in the Stock Market?
As we kick off the first trading week of 2024, let’s take a closer look at the U.S. dollar and its potential impact on the broader market. I often discuss the U.S. dollar to gain insights into how it might influence equities and fixed income. Examining the daily chart of the U.S. dollar, it’s clear […]
Revealing the Big Picture of Gold’s Untapped Potential
In today’s short discussion on gold, I aim to cover two key points. Firstly, I’ll share my outlook on the multi-year price target for gold. Secondly, I’ll explore a strategy to generate yield, addressing a common concern about gold’s lack of dividends compared to stocks and other assets. Critics rightly point out that gold doesn’t […]
2024 Market Outlook: Key Insights for Investors in the Financial Sector
Today, I want to shed light on a crucial aspect of market dynamics: the recent emphasis on market breadth expansion. This metric gauges the number of stocks moving in sync with an index or a specific stock, a factor considered essential for sustained market growth. To break this down further, a key player in this […]
November’s 2023 Rally: A Bullish Trap?
It’s time to put the November 2023 stock market rally into perspective because I’m seeing investors make the mistake of getting too bullish too fast. For all I know the rally can certainly squeeze a bit higher, but ultimately high interest rates will slow down the economy. What’s important to note about the November rally […]
2024 Investment Outlook: Navigating Your Portfolio for Success
We all know that technology stocks, over a long period of time of growth, tend to do quite well and generate a lot of alpha. So I wanted to give you some perspective of this as we slowly begin to round off the rest of 2023, and look forward to 2024. This is the perfect […]
Volatility & Asset Allocation: The Art of Balancing Risk and Reward
This may seem like an overly simplistic point to make, but I believe it’s crucial when it comes to understanding asset allocation: the importance of volatility. Looking at a chart I created comparing the S&P 500 (stocks) and Bitcoin (although it doesn’t have to be Bitcoin in particular, just any volatile asset), I immediately notice […]
Bullish Momentum Alert: This Insurance Stock Could Skyrocket
I’ve noticed that insurance companies have been particularly bullish for the past couple of months now. Why? Well, the reason insurance companies tend to do better in an environment of higher interest rates is because they can lock in higher yields to allocate the premiums they receive. For example, when looking at a company like […]
S&P 500 Reward-to-Risk Analysis: Should Investors Rethink Bullish Stance?
Hey folks, I wanted to take a second to remind everyone of the reward-to-risk we see in the equity market. Looking at a basic chart of the S&P 500, you’ll quickly notice that it hasn’t done anything in two years. And it’s remained flat since February of this year. In fact, I wouldn’t be surprised […]
Inverse Yield Curve Doesn’t Guarantee Recession, But This Sign Might…
I wanted to take a moment to clear up confusion and clarify some things about the yield curve, and what it means at this juncture for the stock market and other risk assets. When looking at the yield differential between the longer-term yields (10-year Treasury note) and the 2-year yield, you’ll see an inversion of […]