Opinion

Fed chair Powell dropped a big lump of coal in the market’s stocking last week as he reigned in the Fed’s rate cut projections for 2025. While the Fed cut its key benchmark rate by the expected 25 basis points, Powell tempered expectations on future rate cuts based on sticky inflation...

Happy Holidays, everyone! I hope this article finds you in great spirits, enjoying the festive season with your loved ones. This year, Christmas coincides with the first day of Hanukkah, a rare alignment that adds even more reason to celebrate. While Thanksgiving remains my favorite holiday,...

Value stocks are having a rough go in 2024, at least compared to broader stock indexes. The benchmark S&P Value Index is up 10.46% on a year-to-date basis. That's well below the S&P 500, which has generated 23.8% returns over the same time period. The index is also well below the year-to-...

Insider activity is a little lower than normal for this time of year. We usually see a flurry of buying near the end of the year as insiders bulk up their holdings in anticipation of strong results over the next year. This has not happened this year. The ratio of insider selling to insider buying...

The electric vehicle market lost some juice earlier in 2024, but October showed a sector comeback with some serious battery power. According to Cox Automotive, new EV sales were up 2.3% for the month and have cleared one million units for the year to date. Cox attributed the growth to aggressive...

In one of my daily comments last week, I highlighted how the SMH semiconductor ETF was testing a key support level. Well, it bounced off that level a bit on Friday. Whether that bounce continues or fails should be extremely important for this consequential leadership group. Now we have Nvidia...

The big investment firms are rolling out their stock forecasts for 2025, and most are bullish on the US markets heading into the new year. Morgan Stanley and Goldman Sachs have each issued analyst notes calling for 10% growth for US stocks in 2025. Analysts at both firms cite stable revenues,...

As a rule, I pay almost no attention to Wall Street analysts. I do not give much of a whoop about their opinion of a stock. Most of my biggest winners have been underfollowed or not followed by mainstream Wall Street firms. Much of the research produced for individual investors by the big Wall...

Odds are, you will miss one of the best opportunities of the next few years. It’s not super exciting, and that’s precisely why it matters. This opportunity won’t solve any of our nation’s political problems, make you a million dollars by next Tuesday, or repair a receding...

It was another calm month for the Easy Income portfolio. Some investments went up a little, and some went down a little. We collected dividends along the way. This is exactly what the Easy Income Portfolio is designed to do. I am pretty sure inflation is going to be sticky. Energy demand will...

In an era of global interconnectivity, The Perfect Stocks Portfolio has embraced a truly international approach to value investing, incorporating companies from diverse markets including the United States, China, Switzerland, Denmark, Greece, Singapore, Hong Kong, and Japan. This strategic global...

Merger and acquisitions activity peaked in the United States in 2021, but after SPACs got shellacked and the Biden administration took a harsher view of large-scale mergers, deals became fewer and further between. This trend is expected to reverse in 2025 as the Federal Reserve lowers interest...

News about Google is permeating the airways with headlines about the continued rise in quantum computing abilities as well as Congress threatening to make Google's parent company, Alphabet, sell off the web browser Chrome. This cross current of aggressive news headlines predicts a fair move to...

I admit it: I am something of a geek. I spend a lot of time sitting around reading articles, crunching numbers, and engaging in other research-focused activities. One of my favorite ways to spend an afternoon is with a game in the background (preferably baseball, but there has to be an offseason),...