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Overbought Stock Market Playbook – July 6, 2023
Markets flow like waves in the ocean, rarely in a constant state. The rhythm is cyclical, reaching crests and troughs. Stocks are approaching the red zone. Here’s your overbought...
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Small-Cap Breadth Signals Further Upside for Stocks – June 29, 2023
“All of humanity’s problems stem from man’s inability to sit quietly in a room alone.” – Blaise Pascal This tenet applies to investing. Quiet observation reinforces our bullish 2023 outlook....
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Setting the Stage for All-time Highs – June 22, 2023
It’s easier to fool people than to convince them they have been fooled. Mark Twain’s words ring loud and true in 2023. Against all odds, stocks are setting the...
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Mega Rotation into Small-cap Stocks – June 8, 2023
It’s boom-time. A huge wave of money is plowing into equities. There’s a mega rotation into small-cap stocks. Data is beautiful. It uncovers the biggest trends. More importantly, it...
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How to Find A.I. Stocks to Buy – May 25, 2023
Many of the up-moves are justified given the latest A.I. goldrush. For some companies, the forward growth in earnings is set to explode higher. Which means, many are currently...
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Rate Cut 2023 Playbook – May 19, 2023
Markets are slowly shifting their focus from rate hikes to rate cuts. Investors are preparing for easier policy in the coming months. The big question is this: When the...
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Spotting Mega-Trending Stocks – May 11, 2023
2023 seems to be the most hated bull market in years. That’s what happens when the crowd is offsides and overly bearish. This is exactly the type of environment...
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Sell in May and Buy Outlier Stocks – May 05, 2023
I’m sure you’ve heard the Wall Street saying, Sell in May and go away. Turns out, there’s some truth to it. However, like most things in life, that’s only half...
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Distracting Narratives – April 27, 2023
There is power in data. It’s emotionless and often at odds with loud blinking headlines. I learned long ago how distracting narratives rarely offer value. The flow of money...
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Waiting on the Fat Pitch – April 14, 2023
Markets are faring better than feared in 2023. As cash piles build up near record levels, many investors are patiently waiting on the fat pitch to jump back in....
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