Friday Investment Talk: PPLI, US Recovery & Jobs Data
As the US and many other countries discuss raising individual income taxes, private placement life insurance comes again into focus. Its always been a mechanism to legally hide investments from taxes, but now it is receiving a renewed interest from even less wealthy individuals. A bullish fund manager feels a return to normalcy will send Read more ➝
Friday Investment Talk: Normalcy, Vaccines, UK/EU Metrics, US Bullishness, Whiskey Scam
The world is still far from “normal”, according to the Economist. The UK/EU is waking up after COVID. US investors are bullish. Whiskey cask investment looks like a scam.
US Stock Market Update
Entering a bullish period after a fake out breakdown overreaction after the FOMC last week. What to watch this summer and what is setting up for a run now.
Friday Investment Talk: Hydrogen, Biogen’s Alzheimer Drug and Market Action
Hydrogen fuel technology companies are reviewed. Biogen stock looks vulnerable as FDA approval of its new Alzheimer drug attracts criticism. Stocks hit highs, but not very convincingly.
NASDAQ’s Best Eight Months: A Stalling Market
Waiting for the Seasonal sell signal in the NASDAQ, other sector trades come to and end in June. Gearing up for a sideways market is the plan now, until the strong months again come later this year.
Friday Investment Talk: Inflation and Stocks
The debate on the sustainability of inflation is alive! Markets react and traders battle out their Feds next move. Retail and consumer discretionary stocks look weak, while semiconductors and car resellers could bounce. Biotech sits on support.
Worst Six Months
‘Sell in May’ critics are running wild this year. Meanwhile, bearish trends are usually strong in the next six months. Historically, these months warrant caution.
Seasonality: Sell Signal Triggers
Last week, the MACD line on the two of the largest and well followed US Indexes rolled over to sell signals. This ends the bullish 6-month period through April.
December Outlook: Powerful Yearend Rally
December is now the number three S&P 500 and Dow Jones Industrials month since 1950, averaging gains of 1.5% on each index.
Trade Idea: Not Losing Face!
The move from Growth stocks to Value names has been quick and decisive. We look at a big name tech stock to take advantage of a rotation back into growth.