Back to top

economy: Archive

Daniel Laboe

Stocks To Buy For Inflation

Now it is time to reposition your portfolio for this inflationary period.

EQIXPositive Net Change FCXPositive Net Change XLEPositive Net Change TDYPositive Net Change

John Blank

The Biden Vision

What does it mean for stocks?

XOMPositive Net Change DEPositive Net Change CVXPositive Net Change

Kevin Cook

Economic Snapback and Euphoria: 6 Fundamental Charts You Have to See

Big macro goodness may be priced-in, leaving overheated sectors vulnerable to profit-taking gravity.

NVDAPositive Net Change AMZNNegative Net Change SQPositive Net Change SHOPPositive Net Change PINSPositive Net Change

Tracey Ryniec

Where Should You Be Investing as the Economy Recovers?

Forget about a US recession in 2021. The concern is about the possibility of overheating and inflation.

UNHNegative Net Change FASTPositive Net Change LOGIPositive Net Change PCRFYPositive Net Change QQQMPositive Net Change

Kevin Cook

Bernie Madoff Investing Lessons: How Rogue Traders Can Immunize Your Wealth

What the rogue does to a billion dollars of OPM, we do to our own accounts sans sound rules, systems, and discipline.

BAPositive Net Change CMEPositive Net Change UALPositive Net Change SPCEPositive Net Change ARKXPositive Net Change

Tracey Ryniec

Top Earnings Charts to Kick-Off Q1 Earnings Season

These 5 companies will shine a light on what the global economic recovery will look like in 2021.

UNHNegative Net Change FASTPositive Net Change BBBYPositive Net Change TSMPositive Net Change ALLYPositive Net Change

Daniel Laboe

Is The Market Fully Priced?

2021 will be a stock pickers market

SPYPositive Net Change QQQPositive Net Change

John Blank

Where Does the 10-yr Rate Go from Here?

High-beta stocks seem to care the most.

SWKSPositive Net Change RKTNegative Net Change UIPositive Net Change

John Blank

How to Play it, when the US Economy Surges First

Other world-stage actors may not be following us.

AUPositive Net Change TSMPositive Net Change PTONNegative Net Change

Daniel Laboe

The Bond Market May Be Telling The Fed Something

The 10-Year Treasury yield has surged 85% since the beginning of the year, despite the Federal Reserve maintaining its ultra dovish stance

AUPositive Net Change TSMPositive Net Change PTONNegative Net Change

Kevin Cook

Inflation Perfect Storm: The Fed's Dual Conundrum

As inflation takes off, the Fed may be trapped to let it run very hot just to get employment back.

NVDAPositive Net Change BIDUPositive Net Change TSLAPositive Net Change SQPositive Net Change SHOPPositive Net Change

John Blank

Should a U.S. Earnings Peak in Q4-21 Scare You?

We need to discuss this fiscaL-driven situation in greater detail.

TMPositive Net Change DDAIFPositive Net Change VLVLYPositive Net Change

John Blank

Strong Earnings Reports & Rising Rates: Then What?

Welcome or unwelcome, a rising 10-yr Treasury yield speaks to changed expectations.

XOMPositive Net Change SNPPositive Net Change RDS.APositive Net Change

Kevin Cook

Hedge Fund Diaries: Who Was Buying Your Stocks?

SEC 13Fs reveal trades from months ago, but also patterns of long-term bullish behavior.

MRNAPositive Net Change GMEPositive Net Change NVAXNo Net Change SHOPPositive Net Change VXRTPositive Net Change BIGCNegative Net Change

John Blank

Key Macro Drivers for 2021

Think the Fed, real estate, China, and oh yeah, earnings.

MOSPositive Net Change XPOPositive Net Change

John Blank

The Biden Trades

What stocks move with this new U.S. administration?

GSPositive Net Change CMPositive Net Change SQPositive Net Change

Kevin Cook

Short-Squeeze Frenzy and Option Gamma Gearing

It's not just high short-interest fueling the massive rallies, it's also about option market dynamics.

GMEPositive Net Change EXPRPositive Net Change AMCPositive Net Change BBPositive Net Change KOSSPositive Net Change SPCEPositive Net Change

John Blank

How to Follow the Central Bank Money

Easy Money Drives Stocks. What Works Best?

MUPositive Net Change HOLXNegative Net Change PKGPositive Net Change

John Blank

Where Does the S&P500 Go After 3,600?

That's a toppy index number, folks.

JELDPositive Net Change BXCPositive Net Change BCCPositive Net Change

Tracey Ryniec

Stocks to Buy for a Post-Vaccine Economy

Pfizer's vaccine announcement is a game changer for the global economy in 2021. But where should investors be focusing?

MARPositive Net Change MACPositive Net Change THOPositive Net Change HLTPositive Net Change USFDPositive Net Change

Daniel Laboe

Trump Tests Positive For COVID-19 & The Market Sells

I???m hoping we get a robust pullback for buying opportunities to ripen!

SPYPositive Net Change QQQPositive Net Change

John Blank

How to Play a Top-Down COVID Trading Landscape

The virus is still influencing stocks.

WSMPositive Net Change TGTPositive Net Change GMPositive Net Change

John Blank

Does the U.S. Economy Need More Stimulus?

Or is a spending package just election packaging?

SCCOPositive Net Change RIOPositive Net Change AUPositive Net Change

John Blank

The S&P500 Keeps Setting New Highs. For How Long?

What can stop this freight train?

WHRPositive Net Change ORLYNegative Net Change DEPositive Net Change

Kevin Cook

Inflation Coming? 12 Charts You Must See to Believe

Are you watching the Fed and Treasury pump an extra $7 trillion into the economy and market this year?

CMGPositive Net Change JNKPositive Net Change GLDPositive Net Change LQDNegative Net Change COWPositive Net Change