Tag Archives: Morning

What Warren Buffett said about the ‘Buffett Indicator’: Morning Brief

TipRanks 3 Monster Growth Stocks With More Room to Run For investors looking for a hint as to policy-makers’ view of the economy, the Federal Reserve has come through. The central bank released the minutes of its most recent policy meeting – at which it decided not to raise interest rates or scale back on its easy-money polices – and the inside look at the Fed committee’s deliberations shows that the decision was broad-based. The Fed is in no hurry to move to a tighter money policy,… Source link

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The record-setting U.S. economy is here: Morning Brief

  Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Tuesday, April 6, 2021 Jobs growth soars, service activity hits a record, and it is still only April.  For months, we’ve written here at The Morning Brief about the coming surge in economic activity this year. And the days of realizing this growth are just beginning.   On Monday, data from IHS Markit and the Institute for Supply Management on activity in the services sector blew the doors off… Source link

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How you can quickly go from beating the market to lagging the market: Morning Brief

Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Wednesday, March 31, 2021 Last year’s winning trades are this year’s losing trades Fortunes are won and lost quickly in the financial markets. If you are lucky enough to be sitting on a stock portfolio that’s generating market beating returns, how long can that last? On Tuesday, Compound Capital Advisors’ Charlie Bilello shared some relevant stats. “The 25 stocks in the S&P 500 with the lowest… Source link

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A critical driver of bull markets may be stalling: Morning Brief

TipRanks 3 Big Dividend Stocks Yielding at Least 8%; Analysts Say ‘Buy’ We’ll talk about dividend stocks, but we’ll get there through tax policy. The connection is simple: Government spending is going up, as exemplified by the $1.9 trillion COVID stimulus bill passed this month. Stimulative cash infusions into the economy are likely to boost consumer spending, and there are worries that the Biden Administration has no plans to pay for its increased spending. Several tax proposals made… Source link

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What’s ahead for the all-time high stock market?: Morning Brief

Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Monday, March 29, 2021 Wall Street pros see gains, but modest gains With the S&P 500 (^GSPC) closing at an all-time high on Friday and the first quarter coming to a close this week, investors and traders are asking where the stock market is headed next. Though, when are they not? Overall, the tone on Wall Street is a modestly bullish one thanks to bullish expectations for the economy. At Barclays,… Source link

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How to trade the Suez Canal cargo ship blockage: Morning Brief

  Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Friday, March 26, 2021 JPMorgan suggests a trade to hedge against a worst case scenario Images of the massive 400 meter-long container ship Ever Green running aground and blocking the Suez Canal are stunning. And the world is quickly learning how crucial that chokepoint is to global trade. “The immediate impact of delays in the canal will center on European-Asian trade, adding delays to already… Source link

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‘An important tailwind for the market’: Morning Brief

TipRanks Strong Insider Buying Could Indicate a Bottom in These 2 Stocks Every investor knows that the path toward profits lies in buying low and selling high. That’s a basic precept of any economic trading system. The trick, however, is recognizing when the stock is low enough to buy in. The prime moment to buy is when the stock hits bottom; that will maximize returns when the share price starts to rise again. There are a multitude of possible clues investors can use to find the price… Source link

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One thing investors can ‘always’ count on: Morning Brief

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Monday, March 22, 2021 There will ‘always’ be a top risk, but some are worse than others “There is always some reason or the other since the start of this bull market to complain/worry about,” Bank of America strategists led by Ajay Kapur wrote last week (emphasis ours). “That’s why bull markets climb a wall of worry.” Kapur and his team were… Source link

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The ‘three pillars’ of this bull market are still in place: Morning Brief

Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Friday, March 19, 2021 ‘Worriers are going to worry,’ Bank of America says Stocks hit record highs on Wednesday after the Fed’s latest policy statement. Stocks got crushed on Thursday as investors thought more about the Fed’s latest policy statement. In this kind of environment, it’s hard to know what to believe. But strategists at Bank of America led by Ajay Singh Kapur argue in a note published… Source link

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‘You can only go out to dinner once per night’: Morning Brief

Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Thursday, March 18, 2021 Why Jay Powell isn’t worried about inflation this year The Federal Reserve on Wednesday upgraded its expectations for the U.S. economy. As my colleague Brian Cheung notes: “In its updated Summary of Economic Projections, the FOMC now expects the unemployment rate to tilt down to 4.5% by the end of this year with inflation reaching 2.2%. Three months ago, the Fed expected… Source link

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