Dividend Investing Weekly Newsletters
Banking Sector Shares Are Down but Certainly Not Out
Banking sector shares are down but certainly not out, despite the highest inflation in 42 years and growing concerns about a potential recession. Even though banking sector shares have been battered during the latest market downturn, they likely will rebound sooner or later. To be sure, banks are much better capitalized and regulated now than […]
A Highly Tactical Trade in Rare Earth Treasures
One of the most compelling stories in the world of commodities that should be on everyone’s radar involves the market of rare earth elements, or REE. As a sector that is essential to the modern global economy, it is not widely covered by Wall Street mainly due to the concentration of the industry among privately […]
Stick With What’s Working Until It Doesn’t
Having just experienced a market that put in its worst first half of the year performance in 50 years, the question of what to own or how much to have invested in equities is taking on a more serious tone than what has been expressed by investors. The market selloff resembles a slow-motion train wreck […]
Hopes of Lower Inflation Spark Market Rebound
Last week, the market encountered a sudden shift for the good. The ongoing narrative of higher inflation, fears of recession and Fed rate hikes gave way to a new narrative that embraced lower inflation, less fear of recession and fewer Fed rate hikes. As a result, equities roared higher Thursday and Friday, setting a new […]
Will The S&P Hold This Crucial Long-Term Trend Line?
What a rough ride for investors this month. The stock market has declined 11 of the past 12 weeks, with the past week being the worst since March 2020. Just to highlight the events that have taken the market to this point, the Consumer Price Index (CPI) data of two Fridays ago killed the short-term […]
Biden’s ‘Senior Moment’ About How the Ukraine War Started
In the last few weeks, I have shared several ideas about how to profit from the current raging inflation, especially in the energy and agricultural space. Friday’s Consumer Price Index (CPI) showed how fast prices are still rising in those two areas, with early June delivering even higher prices. Inflation was rising long before Russia’s […]
Germinating Inflationary Income from the Farm
Although the Federal Reserve likes to focus its inflation algorithms on the core Personal Consumption Expenditures (PCE) Index that strips out food and energy, the headlines consumers see each day fan their outrage over food and energy prices. According to the U.S. Department of Agriculture, food prices are up 10.8% for the 12 months ending April […]
Hedging Oversold Rallies Until the Bear Goes Back Into Hibernation
Investors received some inflation data this week that implied just maybe the month of April was the peak for inflation in the current cycle. As one month does not make for a trend, it gave some much-needed hope and relief for stocks to trade up off by the end the week, the first such move […]
Spotlighting Stable Assets With Inflation-Fighting Yields
Bearish sentiment has ruled over the stock market, resulting in seven straight weeks of losses. The technical charts are showing severe damage, and the 200-day moving averages for all the major averages are now turning lower. The market as a whole needs some game-changing headlines to reverse the trend — be it peak inflation, the […]
An Energy Crisis Is in The Making
The Russia/Ukraine war can’t be overlooked. It is having a major impact on the global supply of fossil fuels. The sanctions and widening embargo against Russian oil exports is the equivalent of losing Saudi Arabia or the United States in terms of production. The repelling of a major oil supplier like Russia as a source […]
