Software makers and semiconductors have come under pressure recently as investors question their multiples. But unlike a year ago, new sectors like financials and industrials may be coming into favor.
Oct 23, 2019
4 min
Stocks are paralyzed as investors wait to see if President Trump resolves his trade war with China. In the meantime, investors seem to be favoring new kinds of stocks. It’s time to prepare for the market’s next move.
Sep 26, 2019
3 min
Last month saw a fear bubble in the stock market as investors piled into safe havens. September’s been just the opposite as sentiment pivots sharply toward new places and away from traditional leaders.
Sep 18, 2019
5 min
The Federal Reserve rate cut demonstrated some basic principles for dealing with major news events like central bank meetings. Markets are forward-looking – learn how these events could impact your trading.
Aug 2, 2019
3 min
This podcast reviews why semiconductor stocks are rebounding this year. It explores stronger orders, research, management calls and how 5G networks could fuel a new investment boom.
Jul 23, 2019
4 min
This podcast reviews how strong consumer data may reduce dangers of a looming U.S. recession. It also breaks down how the industry is undergoing historic change as demographics change and e-commerce spreads.
Jul 16, 2019
4 min
Fed Chair Jerome Powell speaks in Congress today with markets looking for the central bank to lower interest rates on July 31. Is he caving to political pressure from President Trump, or does a cut make sense now? Listen for more.
Jul 10, 2019
3 min
Explore the positives and negatives facing stocks as the S&P 500 consolidates at levels from April. Can a dovish Federal Reserve offset weakness in big companies like Apple and Facebook?
Jun 11, 2019
4 min
This podcast explores how companies like software makers and electronic payment firms are holding their ground despite the tariffs hammering other corners of technology. Listen for more.
May 29, 2019
4 min
The U.S. dollar is inching higher in a right range as President Trump’s trade war hurts the global economy. This podcast will discuss what it could mean for markets.
May 20, 2019
4 min
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