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Presidents get to deliver State of the Union addresses. But analysts like me have to settle for a bit less. With that in mind, consider this my “State of the Market” issue. Let’s start with a...
When the going got tough in the markets last week, investors went shopping … in retail stocks! That tells me a profit opportunity could be brewing as we head into the key holiday season. It’s no...
Why are stocks up? Market observers will point to several traditional rally catalysts.  We’re in good shape economically. Tax reform and repatriation of corporate profits are on the table. ...
In an on again/off again debate in Washington … behind closed doors … the pressure is building for policy change. Both parties want to boost job growth and stimulate the economy after the Fed...
I’m a long-term investor at heart. So, I know that economic data and corporate earnings provide the real fundamental support during any lasting bull run. That doesn’t mean we can’t see swings of...
When Citi upgraded the retail sector over the weekend, it caught my attention because my family and I saw firsthand the marked drop in mall traffic over the weekend. The mall, yes, that massive...
Good news. Bad news. It seems like the market has been ignoring both, and steadily grinding higher regardless. Given how complacent and how high the markets are, it’s only natural to wonder when...
A slow and steady set of rate increases from the Fed – check. Low inflation – check. Decent, if slow, growth – also check. These are the reasons why stocks keep getting bid higher. But is the...
Hurricane Maria has been churning offshore, threatening a combination of wind, rain, storm surge, and coastal flooding for North Carolina and much of the Eastern Seaboard of the United States....
In just a few short hours, the Federal Reserve will reveal its latest interest rate and balance sheet plans. My research suggests one sector could be a BIG winner, assuming the Fed says what I...