Better-than-expected inflation numbers paved the way for the Fed to cut rates later this year, prompting a massive rotation in the stock market. Continuation of the rotation will depend on three things: neutral economic data over the next two months, stable bond yields and earnings growth from the S&P 500 laggards. Click here to read …
Continue reading “Inflation Relief Spurs Rotation From Tech To Laggards”
The Fed is getting close to easing monetary policy. Inflation is falling, and unemployment is rising. If the data trend holds, the first rate cut could come in September. Click here to read the entire article on Forbes.com.
Recent volatility in Nvidia’s share price has left investors wondering: Is the stock in a bubble and about to burst, or is there still room for more gains? Click here to read the entire article on Forbes.com.
Microsoft, Nvidia, Apple, and a few other mega-cap growth stocks account for most of the returns in the S&P 500 and the S&P 500 Growth Index. In my latest article on Forbes.com, I dive inside the S&P 500 Growth Index and break the performance down by market capitalization. Smaller growth firms are being left behind. …
Continue reading “Microsoft, Nvidia And Apple’s Index Dominance Reaches Alarming Level”
Concentration risk in the S&P 500 has grown over the last decade and is now at a historically high level. Here are three ways to diversify your portfolio. Click here to read the entire article on Forbes.com
Mexico’s Claudia Sheinbaum’s super-majority election presents both opportunities and challenges for foreign investors. The market’s first reaction was not good. Click here to read the entire post on Forbes.com
The Swiss watch industry experienced a notable revival in April 2024, following a significant decline in the previous month. A shift towards higher-value watches suggests upper-income consumers continue to spend while other income tiers remain reluctant to purchase luxury items. Click here to read the entire article on Forbes.com
While Nvidia benefits from the exponential growth in artificial intelligence, other areas of the economy associated with the boom — certain commodities and electric utilities — are struggling to keep pace with the expansion. Click here to read the entire article on Forbes.com
Retailers are in the midst of reporting season, and their results indicate a change is consumer spending habits. Click here to read the entire article on Forbes.
Earnings season highlighted continued growth in the profit cycle, powered by a handful of technology companies. However, signs of consumer stress are beginning to emerge. Click here to read the entire article on Forbes.com.
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