The Insider’s View on Infrastructure

Infrastructure. It is the big legislative issue in Washington, D.C., and it’s a potentially big issue for the economy and the equity markets, depending on how the situation plays out. As of this writing, there are multiple confusing issues coupled with a lack of clarity on just what might happen, and what it will actually

A Tactical Infrastructure Embrace

Stocks pushed to new record highs this week as some dovish Federal Reserve chatter and renewed optimism for a U.S. infrastructure package drove risk-on money flows. The gains this week in equity markets were more than welcome, especially after the jittery, post-Fed selling we saw the previous week. The most notable development this week was

New Highs and Building Aggressive Positions

Stocks jumped to more new record highs this week as some dovish Federal Reserve chatter and renewed optimism for a U.S. infrastructure package drove risk-on money flows. In fact, the gains this week in markets were more than welcome, especially after the jittery, post-Fed selling we saw during the previous week. The most notable development

Paying Into Multi-Month Highs

After last week’s sharp, post-Fed meeting equity selloff, markets came roaring back this week. As of Thursday morning, stocks in the S&P 500 and the NASDAQ Composite are once again pinging new all-time highs, and that bullish push higher has prompted risk-on money flows to continue embracing the best stocks the market has to offer.

Effective Communication Is Your Responsibility

Effective Communication Is Your Responsibility ETF Talk: Invest in Inflation with This Fund Excuse Me, MacKenzie, You Forgot Something The Sound of Silence *********************************************************** Effective Communication Is Your Responsibility Note: Today I am proud to present to you a guest editorial by my friend and colleague Heather Wagenhals. An expert in communications, media and public

Successful Investing — July 2021 Issue

Find out about our latest recommendations, and all of the most recent market-moving developments, in the issue of Successful Investing that has just been completed. I invite you to download the issue as soon as you have a chance. As a valued subscriber, we want you to have this information as quickly as possible. Please

Intelligence Report – July 2021 Issue

Find out about our latest recommendations, and all of the most recent market-moving news, in the issue of Intelligence Report that has just been completed. I invite you to download the issue as soon as you have a chance. As a valued subscriber, we want you to have this information as quickly as possible. Please

Vacationing With the Central Bank

It’s the first summer in two years that Americans can actually go on vacation, travel and enjoy tropical locales, such as those offered by Club Med. Yet this week, all eyes were on a “Club Fed,” as markets have undergone some significant selling in large-cap cyclicals of the sort in the Dow Jones Industrial Average

Welcome to Club Fed

It’s the first summer in two years that Americans can actually go on vacation, travel and enjoy tropical locales such as those offered by Club Med. Yet this week, all eyes were on a “Club Fed,” as markets have undergone some significant selling in large-cap cyclicals of the sort in the Dow Jones Industrial Average

Digesting the Fed and the Market Milieu

By far the biggest news driving markets this week was the Federal Reserve’s somewhat “hawkish” surprise in yesterday’s Federal Open Market Committee (FOMC) statement and press conference. The Fed made no changes to interest rates or its bond-buying scheme, also known as Quantitative Easing (QE), and that was what the market expected. Yet, one of

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