The stock market decline more than a week ago was kicked off by higher-than-expected wage increases that showed up in the January jobs report. Higher wages are raising the specter of inflation. As a result, interest rates have risen rapidly as investors and traders anticipate that the era of benign
Earnings on many popular tech stocks, including FAANG stocks, are out. For the most part, earnings are better than the consensus numbers but worse than the whisper numbers. Moreover, tech stocks have had a good run. How much of the good news is already discounted in the prices? Should you
Apple is the first big tech company to hand President Trump a win. Apple AAPL, in a press release Wednesday, said it will pay $38 billion in repatriation taxes, spend $30 billion in capital expenditures over the next five years and help create 20,000 new jobs inside and outside the
Tax reform is causing cross-currents in the stock market. There are five likely moves ahead that are of special note. The best way to know if buyers or sellers are winning as a result of those five moves is to look at money flows. So let’s look at money flows
With the Dow Jones Industrial Average topping 24,000 in a big rally this year, Dow 30,000 is now on the horizon. That was not always the case. In February 2017, when the Dow DJIA, was much lower, I laid out a fundamental case for the benchmark reaching 30,000. I was scorned,
The U.S. is in a raging bull market in stocks. Some gurus continue to revise their upward targets for stock prices. But many keep warning of a crash. What is the average investor to think — and how to act? And how does he or she gain an edge? The
Astute investors want an edge in the financial markets. Money flows, among other metrics, provide an edge. And now the money flows in the U.S. are beginning to shift. Let’s explore with the help of two charts. The charts Please click here for a chart showing money flows in broad-based
Apple’s new iPhone X is a home run, but everybody already knows that. So that doesn’t provide investors an edge. Savvy investors are always looking for an edge to outperform the broader market. You can gain an edge in information that is not well-known or well-understood. In this article, I
Alphabet, aka Google, and Amazon each reported blowout earnings after the stock market closed Thursday. Here’s the question I’m being asked now: “Which stock is a better buy — Alphabet GOOG, GOOGL, or Amazon AMZN ?” The answer depends on what kind of investor you are. Are you an investor
Many prudent investors are asking: “Who is buying popular tech stocks at such high prices?” The answer to the question will provide you with an edge in the stock market. Let’s explore that. Gain an edge Please click here for a chart of money flows in FAANG stocks. Money flows,