Market Commentary

Are investors abandoning small-cap stocks?

May 21st, 2019

The stock
market has not responded well to indications that the U.S.–China trade dispute
is falling off course. I’ve written many times that Fed policy, corporate
earnings, and the China trade deal would be three key drivers of market returns
in 2019,[…]

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Is inflation a thing of the past?

May 13th, 2019

‘Inflation’ used to be a word that, when
discussed in economic circles, often dealt in worrisome implications – fear of
too much inflation or concern over not enough inflation (or at worst,
deflation). Rarely have we seen inflation running at subdued,[…]

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Is there anything to the “Sell in May” adage?

May 10th, 2019

W. from Santa Fe, NM asks: Hi there Mitch – I know the “Sell in May” adage
isn’t a real trading strategy, but I saw some of the statistics on it over the
weekend, and it looks to me like it actually works really well.[…]

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What investors can learn from Q1

May 7th, 2019

The first quarter of the new year was an
encouraging one for equity investors. Stocks rallied strongly, and the media
buzz over trade wars and recessions slowly faded into the background. The
S&P 500 soared +13.6% in the first three months led by Technology stocks,[…]

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What Q1 earnings tell us about the year to come

April 29th, 2019

The Heartbeat of the
Stock Market: Earnings

There are a myriad of factors
influencing market movements right now: trade issues with China, the Federal
Reserve’s new approach to monetary policy, Brexit uncertainties, new
appointments to the Fed, and so on down the line.[…]

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Sky High Market, Sky High Market Risk?

April 23rd, 2019

In a Market Where
Everything Goes Up, I Believe Investors Should be Cautious

Investors may remember some bleak statistics from the end of
2018, when a Deutsche Bank analysis showed that 90% of investible asset classes
traded negative for the year.[…]

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Are the signs pointing toward a recession?

April 10th, 2019

What Recession
Indicators are Telling Us

Investors were legitimately spooked in March, as a few of
the most influential recession indicators were flashing SLOWDOWN.

1) The Yield Curve:

With the exception of a single instance, an inverted yield
curve has preceded each U.S.[…]

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The key factor for stocks in 2019

April 1st, 2019

Reviewing a timeline of the Federal Reserve’s statements and
actions – and comparing them to equity market action – makes it pretty clear to
me that the Fed is the single most important factor for stocks in 2019.

Long-time readers know that for Zacks Investment Management,[…]

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Apple’s new ventures, the retirement savings crisis, and more

March 31st, 2019

In this week’s Steady Investor, we look at some of the
biggest news stories:

Apple made a huge pivot this week expanding into
new industries. How could this impact sales?A new study shows most Americans are not
prepared for retirement. How can you start preparing?Could this new tax law hurt multi-nationals?[…]

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What to do when growth stocks stop growing

March 25th, 2019

The broad outlook for U.S. corporate earnings is getting
weaker, seemingly by the day.

For Q1
2019, total S&P 500 earnings are expected to decline -3.6% from the same
period last year, though on +4.8% higher revenues. Growth is expected to be
negative for 9 of the 16 Zacks sectors,[…]

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