Investment strategy

Assess the risk/reward for the market through 2023, even if a recession awaits us

Assess the risk/reward for the market through 2023, even if a recession awaits us

In a year of slippery markets, the tape proved surprisingly sticky. Of course, the indices lost ground last week, with the S&P 500 slipping 3.4% exactly from the perch that skeptics would have bet, the level just above 4000 that marked the unseen but so far impenetrable from January 3rd. market peak. Still, where it …

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Costco's Inflation Signals Keep Us From Overreacting to Rising Producer Prices

Costco’s Inflation Signals Keep Us From Overreacting to Rising Producer Prices

Wholesale prices in November may have been slightly warmer than expected, but next week’s look at consumer prices is one that could solidify the Federal Reserve’s next interest rate decision. Ultimately, we think November’s consumer price index (CPI) carries more weight with the market and the Fed than Friday’s wholesale numbers, known officially as the …

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Costco reports a mixed quarter, but we see positive catalysts on the horizon

Costco reports a mixed quarter, but we see positive catalysts on the horizon

Costco Wholesale (COST) reported mixed first-quarter fiscal results after the closing bell on Thursday amid weaker consumer demand. But the Club continues to see the fundamentals of the business as strong and is encouraged by the planned rise in membership fees and the bulk retailer’s special dividend. Total revenue, which includes dues revenue, rose 8% …

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The stock market is trapped in a sharp downtrend, and the situation could get worse

The stock market is trapped in a sharp downtrend, and the situation could get worse

Stocks have lost their short-term bullish momentum, and now the market seems stuck in a longer-term downtrend with no end in sight. Many market strategists expect the S&P 500 to aim to retest lows in the first quarter as earnings look weaker, recession fears rise and the Federal Reserve continues to tighten policy. Strategists looking …

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Oil plunge, tech meltdown and Fed cuts?  Strategist shares possible market "surprises" in 2023

Oil plunge, tech meltdown and Fed cuts? Strategist shares possible market “surprises” in 2023

A trader works on the floor of the New York Stock Exchange (NYSE) in New York, August 29, 2022. Brendan McDermid | Reuters After a tumultuous year for the financial markets, Standard charter outlined a number of potential surprises for 2023 that he says are “undervalued” by the market. Eric Robertson, the bank’s chief research …

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December tends to be a strong month for the market.  Here's how our stocks have performed recently

December tends to be a strong month for the market. Here’s how our stocks have performed recently

Seasonal trends are an often-discussed topic on Wall Street, especially at this time of year as the market approaches the so-called “Santa Gathering” window in late December. This year’s bear market certainly has investors hoping for a bit of holiday cheer. So we thought we’d take a look at what the Santa’s Rally phenomenon is …

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Are you finding the market difficult at the moment?  Here's how young investors can be smart with their money

Are you finding the market difficult at the moment? Here’s how young investors can be smart with their money

“Stock markets will periodically experience losing streaks […] and every investor will experience it from time to time,” one personal finance expert told CNBC’s Make It. xavier lorenzo | time | Getty Images Investing was hot earlier in the Covid-19 pandemic – stock markets boomed, as did retail investing apps, meme stocks and cryptocurrency. Trading …

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Cramer talks about some hot industrial stocks and how we play Wall Street's kingpin from tech

Cramer talks about some hot industrial stocks and how we play Wall Street’s kingpin from tech

The market is so obsessed with technology that it cannot see the forest through the industrialists. If the talk isn’t about the cloud slowdown, it’s about who is stepping down from the now-private Twitter, or how disappointing it is that co-CEO Bret Taylor has left Salesforce (CRM). Mark Zuckerberg of Meta Platforms (META) might sneeze …

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The difference between this comeback and the bear market's last failed bounce

The difference between this comeback and the bear market’s last failed bounce

A 17% rise in the S&P 500 after another bear market low in a market steeped in stagflation panic? Was there. Such a rally rushing towards the index’s 200-day average alongside falling bond yields, the volatility index dropping below 20 and hope that the Federal Reserve would soon ease its tightening? It is done. All …

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