Good MorningEquities retreat for another week last week bringing the major indices down to multi-month low levels. The S&P 500, specifically, is now trading just above a key support level that could lead the index to another 10% decline if broken. At face value, it is the tensions in Russia and Ukraine that are driving the market lower but there is a deeper story. The unexpected acceleration of inflation and the growing expectation for aggressive FOMC rate hikes is what's really driving the market. The Fed is expected to hike rates at least 4 times by June and there is a real chance the committee could surprise with a 50 basis point hike at the March meeting. The Fed will continue to be in focus this week with the PCE price index due out on Friday. The PCE index is the Fed's favored tool for measuring consumer-level inflation and it is going to be another hot one.
Also on tap this week, are earnings from the retail sector led by a report from Home Depot. Home Depot is expected to show sustained YOY growth and there is upside risk in the top-line figure. The risk for the market is that inflation and supply chain headwinds will cut into the bottom line and dampen the outlook for Q1 and Q2 results. Featured: The AI IPO window is opening fast (Ad) 
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Technology | | Artificial intelligence (AI) mobility and virtual assistants solutions provider Cerence (NASDAQ: CRNC) stock has been decimated since the IPO highs. The Company provides AI-powered virtual assistants for companies and especially in the automotive industry. Cerence envisions the complete digitization... Read the Full Story |
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From Our Partners | | Elon Musk bought Super Bowl ad time at $266,000 per second - something he has never done before. 125 million Americans watched, but Whitney Tilson, former manager of a $200 million hedge fund, says most investors missed what it actually means.
With 1 in 3 Super Bowl viewers using buy-now-pay-later services and 40% of Americans carrying more credit card debt than savings, Tilson believes Elon's message reveals a major economic current - and a clear signal for where smart money should be positioned. | | Watch Tilson's free presentation to see what he thinks you should do now |
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Industrials | |
Sometimes a great earnings report just isn’t good enough
Timing frequently plays a role in the way investors react to a company’s earnings report. That looks like the case with John Deere (NYSE: DE). The stock is down over 2% in mid-day trading despite posting a beat on the top and b... Read the Full Story |
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Finance | |
The mobile homes or "double wides" you remember from "back in the day" have gone the way of the dodo bird. Since 1976, they have been replaced by modern manufactured homes, according to the Department of Housing and Urban Development (HUD).
What are manufactured homes, exactly? They're prefabrica... Read the Full Story |
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From Our Partners | | The U.S. Treasury still carries America's gold reserves at $42 per ounce — a price set generations ago. Buried in U.S. Code Title 31, Section 5117 is a provision allowing the Treasury to revalue those reserves to modern market prices. With gold now trading above $2,600 and record government debt putting pressure on the monetary system, attention is returning to this mechanism and what a revaluation could mean for the dollar and for private gold holders. Historically, when monetary systems shift, wealth doesn't disappear — it moves. The U.S. Gold Bureau has put together a complimentary Precious Metals IRA investor guide for Americans looking to understand how to position ahead of the next phase. | | Request Your Free Precious Metals IRA Guide from the U.S. Gold Bureau |
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Consumer Staples | |
Sometimes you don't want to beat around the bush. You just want to know what the good companies are so you can plug them into your portfolio. However, it's not always that simple, because what's good for one investor or trader isn't always a slam-dunk for another.
In this piece, we'll take a loo... Read the Full Story |
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Retail/Wholesale | | It’s been three months since shares of e-commerce giant Amazon (NASDAQ: AMZN) printed fresh all time highs, a long time for investors who were getting used to it being a daily thing for much of last year. But 2022 is shaping up to be a totally different kind of year for tech stocks, and even c... Read the Full Story |
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From Our Partners | | This feels like one of those ''where were you when Kennedy was shot'' moments. It felt like a moment in time, but that single shot started an avalanche of investigations, accusations, and conspiracy theories.
That's what you just witnessed with the death of the Ayatolla Khamenei.
Because the strikes proved how fragile things can get: billions could be lost. Seniors and the vulnerable put at risk. | | So to make it easy, Get the 2026 Retirement Survival Guide. Plain-English, step-by-step |
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Consumer Discretionary | |
Buy The Downdraft In Draftkings
Shares of Draftkings (NASDAQ: DKNG) are plunging in the wake of the Q4 earnings release but we think this is the time to buy the stock. The plunge is driven by the guidance which is expecting revenue growth but a wider than anticipated loss on the bottom line. Th... Read the Full Story |
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Medical | |
In the world of stock investing, there is capital appreciation and then there is income. The former is a fancier term for the growth component of an equity investment. The latter refers to the dividend payments that some companies make to shareholders.
Wouldn’t it be great to have your cake... Read the Full Story |
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Technology | | Electronics manufacturer Celestica (NYSE: CLS) stock has shown exceptional relative strength trading up nearly 10% for 2022. Celestica is outperforming the benchmark indexes and is poised to breakout higher. The Company is thriving during the supply chain and logistics disruption as it provides sour... Read the Full Story |
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Technology | |
The latest earnings report confirms that PLTR stock is a buy for only the most patient investors
Palantir (NYSE:PLTR) picked the wrong day to disappoint on earnings. PLTR stock is down over 11% after the big data company’s earnings per share came in lower than expected. This was more than ... Read the Full Story |
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Retail/Wholesale | |
Supply Chain No Issue For Walmart
Price action in Walmart (NYSE: WMT) trended strongly higher in the wake of the pandemic but hit a top last year that resulted in reversal. This reversal, as so many are, altered the trend from up to sideways putting the stock in a firm trading range. Now, more t... Read the Full Story |
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Monday's Early Bird Stock Of The Day Dynatrace, Inc. provides a security platform for multicloud environments in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates Dynatrace, a security platform, which provides application and microservices monitoring, runtime application security, infrastructure monitoring, log management and analytics, digital experience monitoring, digital business analytics, and cloud automation. Its platform allows its customers to modernize and automate IT operations, delivers software, and enhance user experiences. In addition, the company offers implementation, consulting, and training services. It markets its products through a combination of direct sales team and a network of partners, including resellers, system integrators, and managed service providers. It serves customers in various industries comprising banking, financial services, government, insurance, retail and wholesale, transportation, and software. Dynatrace, Inc. was founded in 2005 and is headquartered in Waltham, Massachusetts. | | View Today's Stock Pick |
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