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All I Want For Christmas Are A Few Retail REITs

All I Want For Christmas Are A Few Retail REITs

Most REITs Remain UnderestimatedI say there are no lines to wait in because REITs are still in the doghouse these days.Despite the Federal Reserve cutting rates by 75 basis points – with the market expecting another cut them again next month – and despite REITs’ excellent balance sheets going into and staying through this year […]
Has The Market Become Blind To Risk? Credit Spreads At Record Lows

Has The Market Become Blind To Risk? Credit Spreads At Record Lows

Image Source: Pixabay Credit spreads are about the tightest they’ve ever been in history. High yield (aka “junk”) debt is priced at very low premium to US Treasury debt, the safest asset in the world.That says the bond market is just not worried about risk.So either, “everything truly is awesome”…or the market is mis-pricing risk here, […]
Economic Data Forecasts For The Weeks Of Dec. 2 & 9

Economic Data Forecasts For The Weeks Of Dec. 2 & 9

  Here are my forecasts for upcoming economic data.         Forecast Prior         Observation               Week of December 2         December 2         ISM (Mfg) – November 47.0 46.5               Construction […]
End Of Year Rally: 3 Stocks To Watch (InterDigital, Futu Holdings, Exelixis)

End Of Year Rally: 3 Stocks To Watch (InterDigital, Futu Holdings, Exelixis)

Image: Bigstock Key Takeaways The last five weeks of the year have historically shown a bullish seasonal pattern for stock markets. InterDigital, Futu Holdings, and Exelixis stocks all boast Top Zacks Ranks and discounted valuations. As the calendar winds down, the stock market often heats up. The last five weeks of the year have historically […]
President Of The Titanic

President Of The Titanic

Image Source: PexelsFour years from now, Vice President Kamala Harris may be glad she didn’t get the promotion she was seeking from the American electorate. In fact, all those vying for high office around the world may find that the going from here on out will be much more difficult. What few of them realize is […]
Weekly Forex Forecast – Sunday, Dec. 1

Weekly Forex Forecast – Sunday, Dec. 1

Image Source: Pixabay Fundamental Analysis & Market Sentiment I previously wrote on Sunday, Nov. 24, 2024 that the best trade opportunities for the week were likely to be: Long of Bitcoin in US dollar terms following a daily (New York) close above $100,000. This did not set up. Short of the EUR/USD currency pair. The price rose by 1.53% over the […]
Curtiss-Wright Corp.: A Nuclear Energy Growth Play To Put On Your Radar Screen

Curtiss-Wright Corp.: A Nuclear Energy Growth Play To Put On Your Radar Screen

Image Source: UnsplashNuclear energy appears to be having its time in the sun. Many large tech companies and AI investors think nuclear energy is uniquely positioned to power data centers. I like a company that supplies equipment to every active nuclear power installation in the US (civilian and military): Curtiss-Wright Corp. (CW), explains Tyler Crowe, editor of Misfit Alpha.The future […]
Will Stocks Continue To Rhyme With 2016?

Will Stocks Continue To Rhyme With 2016?

We hope you’ve had an enjoyable Thanksgiving week, and that it kicks off a happy and healthy holiday season for you and the ones you love.November closed with the achievement of being one of the strongest Novembers in the last 20+ years, as well as the best-performing month of the year in the S&P 500. A Month That […]
Fed Funds Rate And Inflation: Noise

Fed Funds Rate And Inflation: Noise

Image Source: UnsplashThis article examines the existence of noise in the Fed Funds Rate and CPI Inflation data from 1951 to 2024.1 Introduction The 73 years from 1951 to 2024 are divided into three types of inflationary behavior:2 Significant inflation increases; Significant inflation decreases; No significant inflation changes. An inflation change is significant if it is more than or […]
Quiet Trading During Thanksgiving Week

Quiet Trading During Thanksgiving Week

Image Source: PixabayIn this video, I recap the trading seen in various markets through the past holiday-shortened week. Friday experienced rather quiet trading, but next week may see more action.00:28:25More By This Author:Something Big Is ComingSilver Just Cracked, What’s Next. This Frustrating Pattern Will End