Dividend Investing Weekly Newsletters
Taming the Tech Sector with Covered Calls
The summer stock market rally has been led by the heavily weighted information technology (IT) sector, which accounts for 26% of the S&P 500. Investors who have their portfolios heavily into big-cap tech stocks were enjoying a good year of solid performance, right up until this week’s rout that shaved about 200 points off the […]
Bullish August Puts the Sizzle on Summer Rally
The month of August really bucked the historical trend for the stock market. Not only did the month turn out to be quite a positive one for stocks when it is typically the worst month of the year to be invested, but records were shattered in the process. Capital flows into U.S. equities seemed unquenchable, […]
Bullish Fed Chair Speech Overwhelms Trump Troubles and Trade War
Fed Chair Jerome Powell gave a highly anticipated speech last Thursday in Jackson Hole, Wyoming, with markets riveted on the current view and forward strategy for Fed policy. The essence of Powell’s speech was that gradual rate hikes remain appropriate, as he expects strong economic performance to continue and he doesn’t see risk of the economy or […]
Hopes of Trade Deals Stoke Fresh Investor Optimism
There is an emerging sense of optimism being sparked by a trifecta of geopolitical happenings which have unfolded within the past 48 hours. China wants to come to the table, a deal on the North American Free Trade Agreement (NAFTA) is making good progress and Qatar is providing a $15 billion lifeline to Turkey to […]
It Might Be Time to Lay on Some Portfolio Insurance
Just like the sound of a distant train, you could almost hear last Friday’s market sell-off coming. As the S&P 500 approached record high territory, the talking heads on CNBC were getting ready to snap their party hats on, but then a funny thing happened. Goldman Sachs issued a Sell recommendation on bellwether technology company Intel […]
Apple Puts Much Needed Shine on Troubled Tech Sector
It was just recently that the Nasdaq set a series of new all-time highs, fueled by strong earnings expectations for leading high-profile tech companies like the FAANG stocks — Facebook (Nasdaq: FB), Amazon.com (Nasdaq: AMZN), Apple (Nasdaq: AAPL), (Netflix (Nasdaq: NFLX) and Alphabet/Google (NASDAQ: GOOG). However, in the last week, big disappointments from the likes […]
Doing the Potomac Two-Step Through Earnings Season
Inside the beltway that circles Washington D.C., politicians liken staying out of trouble as “doing the Potomac two-step.” It simply means dancing skillfully through a minefield of potential career-ending scenarios. For stock investors, this past week has required the deft and grace of Fred Astaire to avoid the hidden trapdoors revealed by what is now […]
Tougher Talk on Tariffs Risks Fueling Market Volatility
Investors are doing their best to focus on record second-quarter earnings while letting the war on trade play itself out in the financial media. It is tough when Microsoft reports five-star results and has almost no impact on the well-being of the broader tech sector. There is a general feeling of broad support for bringing […]
China’s Bear Market Will Dictate the Trade War
The tale of the tape for both the Chinese and U.S. markets during the heated tariff skirmish is quite telling. And since most investors are of the view that “the tape doesn’t lie,” it is revealing to see how the global market views the brewing trade war in terms of who wins and who loses. […]
Market Looking Past Tariff Tussle
U.S. stocks got off to a positive start Friday amid signs that President Trump may ease back on plans for tariffs on European cars. It’s possible the United States could abandon its threatened tariffs altogether in exchange for certain concessions. In the meantime, this latest tactical move by Washington is giving investors hope that some […]
