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Archives by Year:
This Permian Producer Has Reportedly Attracted Takeover Interest
Image Source: Pixabay Callon Petroleum is considering strategic options including a sale. Morgan Stanley recently reiterated its equal weight rating on $CPE. Callon Petroleum stock is down about 20% versus its YTD high. Shares of Callon Petroleum Company (CPE) are up 5.0% on Friday following a report that the oil and gas company has attracted takeover interest. Callon […]
Fed Pivot Opens Door To More Upside In Stocks
FED SIGNALS THREE RATE CUTS IN 2024 How has the Fed’s shift impacted the outlook for the stock market? According to the Wall Street Journal: “Federal Reserve officials are penciling in roughly three quarter-point interest-rate cuts next year. That’s half a percentage point lower than in their quarterly forecast from September. Policy makers expect to […]
Declining Fiscal Strength Reflected In French Manufacturing PMI
Image Source: PixabayThe last splash of economic data from this week’s tidal wave was from Europe, and let’s just say the Continent continues to shrink in fiscal strength………I’m more of a chart guy than a table fella, so here, for instance, is the French Manufacturing PMI. Oo la la!More By This Author:The Bludgeoning Of The Bears Continues Call […]
These 6 AI-Capable PC Stocks Should Rise Considerably In 2024/25
Image Source: Unsplash Canalys research indicates that AI-enabled personal computers (PCs) will make up around 60% of all PCs shipped in 2027 and, between now and then, this sector is set to rise at a compound annual growth rate (CAGR) of 64%. What Are “AI PCs”? “AI PCs” are AI-enabled PCs that come with advanced chips […]
ETF Market Outlook & Investing Strategies For 2024
Image Source: Pixabay In this episode of ETF Spotlight, I speak with Matthew Bartolini, Head of SPDR Americas Research at State Street Global Advisors. We discuss the market outlook and investing strategies for 2024.Stocks and bonds have soared lately as investors are becoming increasingly confident that the Fed will cut interest rates earlier and faster than […]
We Don’t Need To Fix FDIC, We Need A Genuinely Safe Bank
Headscratcher or Something ElsePlease consider The Private Market Can Add Discipline to Deposit Insurance by Thomas D. Lehrman and Randal K. Quarles. Following the collapse of Silicon Valley Bank, Signature Bank and First Republic Bank this spring, U.S. lawmakers have faced a policy head-scratcher. When bank runs happen on the internet, not at the teller’s window, how […]
Why I’m Selling These 4 Stocks Now
Image Source: Unsplash Dow hit a new all-time high on the heels of more “dovish” than expected Fed report and predictions for three possible rate cuts in 2024. The previous all-time high was set in January 2022, before things reversed.In this video, I’m managing my $4.4M portfolio and making decisions to sell 4 of my stocks […]
Why The Federal Reserve Matters So Much
Image source: Pixabay We LOVEEE Fed day! We also love getting love-bombed by the Fed! What is going on!!Video Length: 00:12:30More By This Author:The Only Thing You Need To Know About The Economy Tired Of The Vibecession The United States Has A Spending Problem
Russell 2000 2023 Q3 Earnings Review
As we exit the peak period of earnings season, we review the Russell 2000 Q3 2023 earnings season in more detail, providing both aggregate and company-level insights using data from I/B/E/S, StarMine, and Datastream, which are all found in the desktop solution LSEG Workspace.Earnings commentaryThe Russell 2000 is amid an earnings recession (three consecutive quarters of negative growth) which […]
Falling Interest Rates Is Historically Bullish For Precious Metals
Investors are getting excited about the Federal Reserve’s interest rate pause and a soft landing for the economy.Time will tell, but I do want to share with you a correlation that may be telling for the future of interest rates… and perhaps precious metals.Today we look at a chart highlighting the correlation of Fed Funds […]
