THE GOOD: We are half-way through a good fourth quarter S&P 500 earnings. 77% of companies have beaten forecasts, with 26% earnings growth versus last year, 5 points better...

THE ‘R’ WORD: US markets had a weak and nervous January. The Fed will raise interest rates and economic growth will slow. History says to buy this weakness unless we are heading...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Exela Technologies Inc. (XELA), Groupon Inc. (GRPN),...

SUCCESS: Luxury stocks have been strong pandemic outperformers (see chart). Both ‘narrow’ luxury like fashion, leather goods, beauty, or ‘broad’ plays including cars, spirits,...

JANUARY?  There are many bearish stats on what this terrible start to year can tells us about the rest of the year. Ignore them. The ‘January Barometer’ says ‘as goes January, so...

Tech stocks are not doing well.  We have seen the mighty fall: Amazon is down 15%, and Meta, Apple, Google, and Microsoft all dropped about 10% in the first weeks of 2022.  ...

TENSIONS: Russia-Ukraine tensions are stoking geopolitical concerns and adding to the risk-off tone in global markets. These should not be overdone. Geopolitical risk (see chart)...

CORRECTION: NASDAQ is well into a -10% ‘correction’, and the S&P 500 is near. A hawkish Fed has been exacerbated by a mixed Q4 earnings start, and Russia-Ukraine geopolitics....

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Zogenix Inc. (ZGNX), Activision Blizzard, Inc. (ATVI), WiMi...

BETTER START: The Chinese equity stars are re-aligning, after a tough 2021. Interest rates are being cut, policy makers refocusing on stability, and the market better priced....