Energy MLP ETFs a High Yield Sweet Spot

July 8, 2024

Following the latest employment data from last Friday, the S&P 500 and Nasdaq traded to new all-time highs. The jobs report went the market’s way in terms of rate cut expectations, but also stoked some concerns about lower earnings growth in the event that softening labor market conditions translate into lower consumer spending. Private sector […]

Time to Consider Leveraged Corporate Bond Funds

July 1, 2024

The primary takeaway from last week’s slowdown in inflation for the U.S. economy per the Personal Consumption Expenditures (PCE) Index report is that a rate cut in September is very much on the table, but don’t count out the outside possibility of a cut at the July 31 Federal Open Market Committee (FOMC) meeting. Four […]

Buying the Dip in the AI Leaders

June 24, 2024

The financial media and some so-called Wall Street gurus are banging the drum that the artificial intelligence (AI) trade is being overpriced and way ahead of expectations about what this once in a lifetime secular theme will deliver to investors. With the recent AI-led tech rally hitting pause last week and bond yields falling on […]

Generational Wealth Being Created From AI

June 17, 2024

This past week of trading activity brought with it several new developments that can and have stoked uncertainty in a number of sectors within the stock market. As last week’s sequential trading sessions showed a marked narrowing of market leadership, in my view, there is good cause to rotate heavily into artificial intelligence (AI) trade. […]

One High-Yield Asset Class That Is Loving Higher-for-Longer Rates

June 10, 2024

Last Friday, the U.S. Treasury market took it on the chin following the release of the May unemployment data showing the economy added 272,000 jobs versus consensus of 185,000. The market’s response was an immediate jump in yields. The yield on the 10-year note settled 15 basis points higher, and eight basis points lower on […]

Some Disinflation Green Shoots Popping Up

June 3, 2024

Last Friday’s release of the Personal Consumption Expenditures (PCE) index report for April was a breath of fresh air for the economy, consumers, businesses and the markets. The past couple of weeks were marred by weak Treasury auctions, yields ticking higher and stocks correcting; it was as if nothing could change the negative tone that […]

The AI Rally Has Room to Run

May 27, 2024

Millions of investors are just getting up on the topic of artificial intelligence (AI) and the promise it brings to those who invest and trade in the right stocks leading the AI revolution. The total AI market is projected to grow twentyfold by 2030, reaching nearly $2 trillion dollars. In 2022, the AI market was […]

The Bulls Have Reason to Believe

May 20, 2024

As some market bears are shouting “Dow 40K and go away,” it should be noted that the current bull run for stocks is anything but a Magnificent-Seven-led rally. Far from it. There are three primary catalysts for why the market is trading at current levels and why it has the potential to further its gains […]

Cracks in Consumer Spending Surface

May 13, 2024

There is a growing potential that the stock market is and could be more bifurcated going forward, where explosive spending on artificial intelligence (AI) implementation feeds the bulls within the mega-cap tech sector while the U.S. consumer begins to dial back spending in a meaningful way due to ongoing inflationary pressures. The latest University of […]

Markets Embrace Hope of Second-Half Rate Cuts

May 6, 2024

Over the past two weeks, investors have been on the receiving end of several key economic reports and high-profile earnings releases that have roiled the stock market, generating wide price swings daily. There have been conflicting data on labor markets, where the Employment Cost Index released on April 30 showed that compensation costs accelerated from […]

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