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By Sean Brodrick On June 7, 202102:50 PM Eastern
Our latest regular issue talked about how to invest for inflation, and guess what happened? On Sunday, Treasury Secretary Janet Yellen said she’s fine with inflation that persists into next year...
Disruptors & Dominators
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By Tony Sagami On June 7, 202109:00 AM Eastern
Folks, I often say it: Don’t let a couple down days scare you out of the stock market. The simple reason is the Federal Reserve is determined to keep the party going.
Don’t take my word for it;...
By Jon D. Markman On June 7, 202106:28 AM Eastern
New data released Friday showed the U.S. economy is expanding quickly … but not fast enough to force the Federal Reserve to change course on interest rates.
That idea — known as the “Goldilocks”...
By Jon D. Markman On June 4, 202102:40 PM Eastern
The latest Non-farm Payroll data is out, and jobs are growing quickly (559,000) but not too quickly (671,000 estimate). It is actually the best case for bulls, a Goldilocks number.
It keeps the...
Investing in environmentally conscious stocks — and “ESG”-friendly names in general — gets a lot of press these days. We also keep hearing about how the traditional oil and gas sector is facing...
By Jon D. Markman On June 4, 202106:58 AM Eastern
In terms of market movers, it was more of the same on Thursday as cyclical issues roared to relative new highs, while growth issues mostly worked lower.
I’ve have been writing about this for...
By Jon D. Markman On June 4, 202106:28 AM Eastern
Despite a report that showed private payrolls grew by 978,000 in May, the S&P 500 tumbled all the way down to 4,167 moments after the opening bell.
That level, as I have been suggesting for a...
Strategic Options
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By Jon D. Markman On June 3, 202103:00 PM Eastern
Stocks are mixed midday on Thursday, with the Nasdaq dropping and government bond yields rising after weekly jobless claims dived to the lowest level since March 2020, fueling speculation about an...
By Jon D. Markman On June 3, 202106:28 AM Eastern
Trade has been frustrating lately. Opening rallies have been thwarted. Late declines have not followed through. Stocks began Wednesday with a solid rally only to have most of the gains fade by the...
By Jon D. Markman On June 2, 202103:10 PM Eastern
Stocks are chopping around the unchanged line today while Treasury yields nudged lower ahead of the U.S. employment report due later this week.
The Dow Jones Industrial Average rose 0.1%, the...