Donald Trump is starting his first full week as U.S. president. Bearish investors have been out in full force, proclaiming, with high confidence, that it’s time to sell stocks. At the same time, bullish gurus are saying just the opposite. So who’s right? Let’s explore the answer. First, we need
U.S. bank and financial stocks, which had been in a funk since interest rates fell close to zero, have a good shot at beating the broader equity market in 2017. So the questions for investors are: “Which banks should I buy?” “Which banks that have already soared should I buy?”
This post was just published on ZYX Buy Change Alert. We came into the election heavy into financials. Financials have been the best performing major sector since the election. Here are updated target zones. At this time, other zones are not being changed. Those following ‘The Good Way’ and are not heavily
My interpretation from this chart going back 56 years is that Donald Trump’s criticism of the Federal Reserve will kill the “Trump rally.” It’s not a question of “if,” but “when” and from “how high.” At a minimum, the foundation of the death of the Trump rally will be
Typically, investors pay a lot of money to their brokers. The time is ripe for investors to now make money off their brokers. Here are the five main reasons to consider buying the stocks of brokers. Rising interest rates The era of near-zero interest rates is over. Interest rates are
This post was just published on ZYX Global Multi Asset Allocation Alert. The purpose of this post is to help subscribers understand the recommendation on SPHB. The reason behind its selection is not its beta but its composition. According to our models, in the fourth quarter of 2013 and the first