Ignore punditry about the “Kamala Trade” or “Trump Trade.” Although catchy, such advice usually makes chumps out of gullible investors. Read More
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If unemployment is going up because demand for labor is going down, then this fund should benefit from that trend. Read More
This market reaction suggests that investors do not anticipate significant policy shifts from the new Democratic candidate. Read More
It is difficult to accurately predict what will happen after an election, which is why I mostly ignore politics when making portfolio decisions. Read More
Despite polls showing unhappiness among the electorate, the U.S. economy is robust and the equity market is primed to continue its ascent. Read More
Not every AI company will increase 10x in price like NVIDIA did, but there are dozens that will double in value like this one did. Read More
This week we review the leaders and laggards of the second quarter of 2024. Read More
With the first half of 2024 in the books, here’s a review of the best and worst performing sectors and what H2 likely has in store. Read More
This company is partnering with the industry leader and should be at the front of the next wave of AI stocks. Read More
An analysis of sectors reveals a rotation in leadership, underscoring the value of diversification. Don’t overly emphasize “story stocks.” Read More