Good MorningThe equities market ended a good week on mixed footing Friday with blue-chips leading the day and tech shares lagging. The yield on the ten-year treasury is largely to blame rising to a new high above 1.60%. With the yield on the ten-year rising, investors should expect volatility to continue. Selling will be heaviest in over-valued names with lower than average yields and lightest in stocks that present value and Treasury-beating yields.
This week investors should be on the lookout for a slew of data including retail sales, business inventories, the home builders index, and key reads on the manufacturing sector. With the economy expected to fully reopen soon the expectations for good data are high. Along with the data are the last of the Q4 earnings reports including eCommerce leader Williams Sonoma and labor-market bellwether Cintas.
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Technology | | Through the end of last week, Apple (NASDAQ:AAPL) was down approximately 9% year-to-date putting it in last place in the Dow-30 derby. While the year is still young, bringing up the rear is certainly not a place we are used to seeing the perennial Dow leader.
Of course, after climbing more than 80%... Read the Full Story |
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From Our Partners | | In 2025, the dollar lost 12% in value. Real inflation hit 5%+. 12% + 5% = 17% purchasing power gone. And it's happening again this year. And next year. And the year after that.
The people who understand this are already moving. In a free presentation I just recorded, I'm revealing what we call "The 2026 AI Gold Rush."
The ONE AI-linked asset class the U.S. government has no choice but to fuel… and BlackRock, Goldman Sachs, and 170 public companies are already positioning into it. The same strategy that delivered 12,480% for Mastercard investors since its 2006 IPO. Sitting idle isn't "playing it safe." It's the most expensive decision you'll make this decade. | | Watch the free presentation (and see how to stop the purchasing power bleed) → |
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Healthcare | | Medical and consumer cannabis producer Tilray (NASDAQ: TLRY) stock has been an absolute rollercoaster in 2021 triggering a GameStop (NYSEL GME) like short squeeze rocketing shares up to $67 highs on Feb. 10, 2021, before plummeting down to $18.23 lows on Mar. 5, 2021. The state-by-state legalization... Read the Full Story |
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Communication Services | | Many Netflix (NASDAQ: NFLX) users posted photos of a pop-up message they received when logging into the service last week. It said, “If you don’t live with the owner of this account, you need your own account to keep watching.”
When asked about the reports, Netflix asserted that t... Read the Full Story |
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From Our Partners | | My quant said something that changed everything… "The problem isn't making a million. The problem is how you're investing."
He went on to explain… There are actually two digital asset markets. And not knowing this is literally costing people millions.
There's the retail market. The public market. The market for everyday investors, what most people call "dumb money." And then there is the market that you probably don't even know exists… | | Click here to learn how to access the native markets. |
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Communication Services | | Shares of digital media buying platform The Trade Desk (NASDAQ: TTD) remain off December highs, but rallied back last week. The stock closed Friday at $751.22.
The Trade Desk plunged 12.75% on March 3. The retreat followed Google’s (NASDAQ: GOOGL) announcement that it would not only halt the ... Read the Full Story |
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Consumer Discretionary | |
Mall Retail Survives And On The Brink Of Thriving
With a broad economic reopening on the verge of unfolding it is only a matter of time before the mall retailers bounce back. Not to say the mall retail stocks haven’t been performing well only that their businesses are still struggling (in s... Read the Full Story |
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From Our Partners | | A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years.
While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million.
One company controls the entire supply chain behind this discovery. | | See the ticker behind this Grand Canyon energy breakthrough now |
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Technology | |
As the market has gravitated towards value stocks in recent months, many high-growth companies with rich valuations have come under attack. Stocks with more modest growth profiles have fared relatively well. But what if investors could have their cake and eat it too?
There are several companies o... Read the Full Story |
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Healthcare | |
One of the most fascinating things to consider about the stock market is that there are endless opportunities to discover new businesses that are making an impact in the world. While there’s always a place for blue-chip stocks and well-known names in your portfolio, it’s also important... Read the Full Story |
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Industrials | | School bus manufacturer Blue Bird Corporation (NASDAQ: BLBD) stock has weathered the recent sell-off in the electric vehicle (EV) sector. They are recovering from the pandemic effects from school closings. While the Company has been a major player in the school bus industry, they also have a robust ... Read the Full Story |
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Markets | | Home fitness equipment maker Nautilus (NYSE: NLS) shares were a pandemic winner as stay-at-home restrictions and gym closures bolstered the demand for in-home gym and workout equipment. As the Covid-19 vaccinationsaccelerate, the reopening of gyms and loosening of capacity restrictions will naturall... Read the Full Story |
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Markets | |
The steel industry is certainly one to watch this year thanks to the possibility of huge amounts of infrastructure spending and a widespread rebound in economic activity. While steel stocks were big underperformers for the majority of 2020 thanks to the pandemic, things have changed quickly regard... Read the Full Story |
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The Early Bird Stock Of The Day TechnipFMC plc engages in the energy projects, technologies, and systems and services businesses in Europe, Central Asia, North America, Latin America, the Asia Pacific, Africa, the Middle East, and internationally. It operates through two segments: Subsea and Surface Technologies. The Subsea segment engages in the design, engineering, procurement, manufacturing, fabrication, installation, and life of field services for subsea systems, subsea field infrastructure, and subsea pipe systems used in oil and gas production and transportation. It provides subsea production and processing system; flexible pipe; subsea umbilicals, risers, and flowlines; vessels; robotics; well and asset services; and Subsea Studio for optimizing the development, execution, and operation of current and future subsea fields. The Surface Technologies segment designs, manufactures, and services products and systems used in land and shallow water exploration and production of crude oil and natural gas. This segment offers drilling; surface wellheads and production trees systems; iComplete, a pressure control system; fracturing tree and manifold systems; flexible pipes; safety and integrity systems, multiphase meter modules, in-line separation and processing systems, and standard pumps; well control and integrity systems; separation and processing systems; skid systems; and flow measurement and automation solutions. It also offers planning, testing and installation, commissioning, operations, replacement and upgrade, maintenance, storage, preservation, intervention, integrity, decommissioning, and abandonment; and supplies flowline products and services. TechnipFMC plc was founded in 1884 and is headquartered in Houston, Texas. | | View Today's Stock Pick |
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