The growth investment community is abuzz with the idea that the great growth story of the era -- software-as-a-service -- is at an end.
I have the answer behind the conundrum that forces stocks up that should be going lower.
I believe the weakness in this economy and the stock market stems from a lack of trade deals worldwide.
These stocks's earnings were 'not as bad as feared,' and here are some more names that pushed the NABAF narrative.
There are plenty of senior growth companies that can still move higher.
Right now, AbbVie is the best way to capitalize on the moment and on the future.
I thought last night's debate was pretty frightening when it comes to managed care, banking, airlines, and drugs.
On days like today you realize how much of this market has been mauled by the bear.
The president can win some sort of concessions from the Chinese simply by NOT raising tariffs any more than they are.
Let me give you the items I want to see before I bless buying anything in what has become a plain, out and out, treacherous market.
Hate Trump or like Trump, the economy does respond to a lower Fed funds rate.
If your goal is to ratchet up trade tension? There couldn't been a better moment, hence one of the worst moments for the stock market since the trade battle began.
Wise investors should stick with those equities and stay away from high-yielders with no protection, like the MLPs.
Only because of the incessant brainwashing of individuals by an industry with a bias toward indexing do we have this attitude that stocks are one and the same. They are anything but.
It is not going to run the company to please Wall Street. It is going to run the company to please consumers and if the consumer is happy, Costco is happy.
The Chinese want to buy more soybeans. The U.S. wants real change. Sounds like there's not a lot of common ground.
With low price-to-earnings multiples, these stocks could be buys right now -- depending on your take on recession.
When you have an oversold market you've got a true coiled spring that can rally beyond where it might ordinary go on good news.
Punitive behavior doesn't help if you are fighting a slowdown, which, judging by some of the bigger indicators, we most certainly are.
The proprietary oscillator I follow, the S&P's short-range oscillator, is the most important indicator I follow.
No one ever thought when we created a stock market that there would only be buyers of stocks in an index.
Investors are culling the stocks that are worth owning and shedding those that aren't, and Starbucks is a prime example.
Are things that bad? I remain a non-believer in the recession thesis.
If you own McDonald's I think you can ride this weakness out as ultimately if there is something wrong I am confident that CEO Steve Easterbrook will figure it out and fix it.
Despite the selloff in this name, if you believe in a rally, you can bet that MU will be a leader.
You can't be in the money-losers even if they have the potential for high growth.
Let's consider the case of what would be the best odds on favorites to start a new position in the Dow Jones average.
The impact of Elizabeth Warren is pretty much everywhere Thursday.
I have always been fond of KB Home and Jabil even as they have never been the darlings of the industry community.
After a negative report on GW's epilepsy treatment, the analyst refused to explain the results with me, bringing more questions than answers about its conclusions.