Dividend Investing Weekly Newsletters
A Bear Market Bounce or the Pause That Refreshes?
Friday’s downbeat close took every sector lower, except health care. It was the first session where there were no genuine attempts by investors to buy the intra-day dip, but it was also a day where $2.3 trillion in equity-linked options expired. Some argue this removes a layer of support for the market underneath, and the […]
Rising Odds of Recession in Europe Pose a Risk to U.S. Rally
Back in the day when I was working as a broker at Bear Stearns in San Francisco in 1989, and well before the fall of that storied Wall Street firm, every morning before the market opened, the entire trading floor would gather at 6:00 a.m. to have a pre-market strategy meeting about what to trade […]
Market Rally Has Some High Hurdles To Clear
One of the most exciting races in all of track and field is the 110-meter-high hurdles, a fierce event that requires extreme focus, grit and determination to succeed in clearing all 10 hurdles without hitting one, which can easily compromise victory. Back in 1981, Renaldo “Skeets” Nehemiah owned the track and field world as the […]
The Bear Market Might Be Over
The stock market enjoyed its best month in a long time, pulling up off of the June lows and putting in a healthy performance for July. Earnings season has been anything but the “whistling by the graveyard” scenario so many notable Wall Street gurus had been touting. After all, they are supposed to have the […]
Approaching a Make Or Break Week Ahead For Stocks
The headlines crossing the tape of the past week regarding the economy are anything but reassuring, and yet stocks are rising in spite of negative news. For investors trying to make sense of why stocks rally in the face of missed earnings, and in some cases, lower guidance, it can really be a challenge. But […]
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 […]
