Topic

Wealth Signals

A collection of 22 issues

Inflation’s About to Rise Again… But Don’t Panic

Inflation headwinds could increase as we head into the end of the year, weighing on investor sentiment. But the price growth picture could turn the corner in the early part of 2024, improving the outlook for stocks and bonds...

Wall Street’s Worried About Rising Yields (But We’re Not)

We understand why momentum investors are shorting bonds, but we don’t necessarily agree with their take. The Federal Reserve must be overly cautious, telegraphing that interest rates may have further to rise. But we believe the rate hike cycle is close to finished, if not already done.

Dollar General Covered Call Update

Market Insider Video: The Fourth-Quarter Stock Market Set-Up

Historically, the S&P 500 Index has increased 4.1% during that period (dividends not included). In addition, the October-January period returns an average of 4%, which means seasonal weakness in September presents an ideal buying opportunity.

The Only Number Fed Chairman Jerome Powell Cares About

The end of the rate hike cycle is a huge deal. Since 1980, the S&P 500 and Nasdaq Composite Indexes have averaged huge gains in the following 24 months. Our proprietary inflation index says the Fed doesn’t need to raise rates any more…

Expect More Upside Now That Rate Hikes Are “Over”

Last Wednesday, Fed Chairman Jerome Powell signaled that the rate hike cycle is close to done. He said the central bank has been able to slow inflation growth without cratering the economy. Money managers see Powell’s speech as an unofficial “no more rate hikes” announcement.

Trade Alert: Buy to Cover Vornado Realty (NYSE: VNO)

How to Profit from The Continued Dollar Decline

The inflation outlook for Europe, England, and Japan is much worse than in the U.S. That means all those other central banks need to follow the Federal Reserve's example and raise interest rates much more aggressively. So, we're highlighting a way to capitalize on the coming dollar weakness.

Trade Alert – Let’s Boost Our Income with Dollar General (DG)

Federal Reserve policymakers have signaled they could raise interest rates when they meet on July 25-26. Short sellers are wagering more rate hikes will hurt retailers like Dollar General. So, we want to use an income-generating strategy to lower our cost base and increase our return potential.

Selling In May Is A Huge Mistake

Every spring I hear the talking heads in the financial media utter the same phrase... Sell in May and go away! What they’re referring to is an old adage telling investors to sell their stocks ahead of the summer and reinvest in the fall. And it's some of the worst advice ever.