Investing and Analysis

A Flight to Quality?

The investment environment changed dramatically in mid-May as investors seemed to switch their focus from growth-oriented stocks to value. I shared my theory the other day that it seemed like more of a case of buying anything that hadn’t rebounded from its March low. We saw insane gains from various oil companies, banks, industrial companies, etc. I specifically mentioned airline ...

Read More »

The Commercial Real Estate Dilemma

The commercial real estate market continues to suffer from all sides. Although businesses are opening, it will take a while for many of them to get back on their feet. People are hesitant to invest in commercial properties now, partly because of the expectation of a possible second wave of the coronavirus pandemic and partly because of looting and destruction ...

Read More »

Looking Back at My Prediction for the Market in 2020

We’re not quite halfway through the year just yet, but while doing some research for another article earlier today, I couldn’t help but think about an article I wrote for Bull Market Rodeo at the beginning of the year. I wrote the piece back in December and pointed out what I thought would be the top two sectors for 2020. ...

Read More »

Why Experts Predict a Crash Could Be Good for the Market

When I first entered the investment publishing industry it was with Schaeffer’s Investment Research in Cincinnati. That was in September 2000 and one of the first things that I learned was about using sentiment analysis as a major part of the overall analysis. I was already enamored with the market and had been studying and analyzing it for approximately 15 ...

Read More »

The S&P Beats a Key Trend Line, Sector Dispersion is Increasing

When the market reopened after the Memorial Day holiday in the United States, stocks jumped on the open Tuesday and that jump allowed the S&P 500 to move above a key potential resistance point. The index gapped higher and opened above its 52-week moving average. We see that the weekly stochastic indicators are closing in on overbought territory and the ...

Read More »

Retail Earnings Next Week – Expectations are Ugly

I am a big fan of the movie Moneyball. I’m a sports junkie and I love statistics, so the movie was right up my alley. One of the lines that stands out from that movie is when Billy Beane, played by Brad Pitt, is talking to his head scout. Beane utters three simple words, “Adapt or die.” Those same words ...

Read More »

Tesla Stock on the Rise

Tesla stock continues to show an increase over March levels. Although the stock took a dip in sales in China of 64%, sales in the United States rose by 9.8% and are still holding well. In spite of a political battle with local officials, resulting in Elon Musk promising to move his manufacturing of the Tesla vehicles out of state, ...

Read More »

Income Investors are Getting Hit from All Sides

The last few years have been tough on income investors. Many income-oriented portfolios use the 10-year treasury has the foundation and then build around that with other income producing investments. The yield on the 10-year treasury has been trending lower for the last 20 years, but it has really plunged in the last two years. We see on this chart ...

Read More »

Some Winners Emerging from Stay-At-Home Economy

As the earnings season has kicked off we are starting to see some companies that are benefitting from the new economy and the stay-at-home orders issued by governments around the world. These companies aren’t benefitting from the pandemic in an unscrupulous way, but rather their business models have benefitted from people being home more or working from home. Some of ...

Read More »