Investing and Analysis

Can AI Reliably Make Expert Stock Picks?

Artificial intelligence (AI) is showing up in new places all the time. As it becomes improved, more and more businesses and applications are being found for it. Of course, it has already been involved in stock market picks for some time and trade companies are increasingly using it. Many Investment Companies Using It Many investment companies are already using it. ...

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Like it or Not, Analysts’ Ratings Still Matter

One of the factors I like to take into account when analyzing a stock is the analysts’ ratings. It is just one measure of sentiment that can be tracked and quantified, and then I combine the sentiment indicators with the fundamental analysis and the technical analysis to come up with what I consider to be the total picture of a ...

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Understanding ETFs and Why You Need them in Your Portfolio

If you are thinking about ways to build your investment account or retirement money, there are many ways to do it. You could go with stocks, bonds, money markets, and more. Every type of investment comes with a risk but some will have more of a risk than others. While you do want to consider the risks, you also want ...

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Oil and Gold Outlooks for 2020

Heading into 2019, I was rather bullish on oil and gold. I had been bullish on gold for several months as the precious metal was oversold in the third quarter of 2018 and the sentiment was the most pessimistic it had been since 2001. As for oil, it dropped sharply in the fourth quarter of last year. It was oversold ...

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Markets Poised for Huge Surge in 2020

Stocks hit record highs on Monday and notched their fourth straight gain as a so-called phase one trade deal between China and the U.S. clears the path higher for Wall Street to end a banner year. In fact, with the closing rally on Monday, The Dow Jones Industrial Average crossed 28,332.74 on meaning it has gained 10,000 points — or ...

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Active vs Passive Investment Management

Some people have referred to the year 2019 as the “Everything Rally” for the investment world and the description is accurate. Pretty much every asset class you can think of has beaten its historical return this year. Domestic stocks and international stocks, large-cap stocks and small cap stocks—they have all beaten their historical returns in 2019. Commodities as a whole ...

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Top 7 Stocks to Keep an Eye on for 2020

It might be hard to believe, but in just two weeks, we’ll be saying our goodbyes to 2019. Although investors have endured a couple of short-lived rough patches, it’s been an exceptionally strong year for the stock market. The broad-based S&P 500 is up 23%, the iconic Dow Jones Industrial Average has gained 18%, and the tech-heavy Nasdaq Composite has ...

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Third Quarter Recap: Earnings Will Warm Your Heart

At this point, we are pretty much finished with the third quarter earnings season and for the most part, it was a good quarter for earnings. According to the LipperAlpha Earnings Dashboard, 490 of the S&P 500 constituents have reported earnings through December 4. That means 98% of the results are in. Expectations for the quarter were somewhat tempered with ...

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Danger Signs on the Economy

Last Thursday the October reading for the Leading Economic Index (LEI) was released and it showed a decline of 0.1% for the month. Such a small decline doesn’t seem like a big deal, but it was the third straight monthly decline for the indicator and the September reading was adjusted downward from -0.1% to -0.2%. The cumulative decline over the ...

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