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Rate Cut 2023 Playbook – May 19, 2023
Markets are slowly shifting their focus from rate hikes to rate cuts. Investors are preparing for easier policy in the coming months. The big question is this: When the...
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Spotting Mega-Trending Stocks – May 11, 2023
2023 seems to be the most hated bull market in years. That’s what happens when the crowd is offsides and overly bearish. This is exactly the type of environment...
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Sell in May and Buy Outlier Stocks – May 05, 2023
I’m sure you’ve heard the Wall Street saying, Sell in May and go away. Turns out, there’s some truth to it. However, like most things in life, that’s only half...
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Distracting Narratives – April 27, 2023
There is power in data. It’s emotionless and often at odds with loud blinking headlines. I learned long ago how distracting narratives rarely offer value. The flow of money...
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Waiting on the Fat Pitch – April 14, 2023
Markets are faring better than feared in 2023. As cash piles build up near record levels, many investors are patiently waiting on the fat pitch to jump back in....
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Recession Fears Fuel Sector Rotation – April 06, 2023
Investing is rarely a cakewalk. In times of uncertainty, like now, groups tug and pull. Our data has been in a downtrend for well over a month, signaling a...
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Quality Stock Picking Wins in the End – March 31, 2023
There’s an old saying on Wall Street, Bears make headlines, bulls make money. It’s true. Fear-driven headlines can easily get investors off course. Ultimately, quality stock picking wins in the...
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Nearing a Major Buy Signal – March 24, 2023
They say patience is a virtue. Slowing down and formulating a plan is useful in many aspects of life, especially the stock market. Patient investors could be rewarded soon as...
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Searching for a Stock Market Bottom – March 16-2023
Crisis. Capitulation. Carnage. Those “C” words describe recent market action as headlines of bank runs and more consume the news. Our data doesn’t dispute those feelings. Let’s brush aside headlines...
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Macro Uncertainty Favors High Quality Stocks – March 9, 2023
Stocks have been losing steam lately. Many of you may be wondering what’s changed, and what’s next? Today, I’ll show you what markets need to get back on track....
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