Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
Sophisticated investors closely follow economic data. But I’ve noticed that some lesser-experienced investors don’t do the same. They should. Because two important pieces of economic data were just released. Retail sales Please click here to see a chart of retail sales. Please note from the chart that as the stock
Investors have bought into what some bankers have been calling the “immaculate conception” thought up by a group of humans led by Federal Reserve Chairwoman Janet Yellen. Does anyone see the danger to their money in believing that Fed policy makers can pull off such a miracle? The miracle, of
Successful investors make money by preparing for scenarios without letting their politics cloud their judgement. That’s a difficult task, especially in these partisan times. But I am politically agnostic, and I see my job as helping other investors. The chart To understand the new development today, let us look at
Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
A successful investor’s secret is the ability to set aside one’s own opinions and analyze hard data without biases. After former FBI Director James Comey’s testimony Thursday, the “hard data” are that, according to the collective wisdom of investors, President Trump won’t be impeached. I conclude this by tracking money
Four events are sending investors out of stocks and into the safety of gold, bonds and the Japanese yen. How do I know this? I am looking at money flows. The market reaction to Brexit and the Trump election is more than ample proof that investors do not come out
The headline of The Washington Post screamed: “Trump revealed highly classified information to Russian diplomats.” The White House has denied the allegation as written, and President Trump has defended his actions. (National Security Advisor H.R. McMaster on Tuesday said it’s “wholly appropriate” that Trump can share classified information.) Still,
I’m regularly receiving messages from investors who think U.S. stocks are too high. On Friday I wrote: “Ask Arora: If you think stocks are too high, get ready for an opportunity Monday.” Now the opportunity is here: You can buy blue-chip stocks at a big discount. After the first round
Investors are running headlong toward safe-haven assets. Gold, the ultimate safe haven, and bonds are in high demand. The most common question I am being asked today is: “The world is falling apart, everyone is buying gold and bonds, so should I follow?” To answer that question, let’s start by