Good MorningEquities began the week with a retreat driven by rising tensions between Russia and Ukraine. Russia is slowly encroaching on Ukrainian territory and has Europe on the brink of war. The S&P 500 shed about 2.0% at the low of the session and may move lower by the end of the week. The key level for investors to watch is 4,300, a break of this level could send the index down another 10% or more.
Trading this week will be driven by the PCE price index more than anything else. The PCE price index is due out on Friday and is expected to show an acceleration of consumer-level inflation to new multi-decade highs. With the FOMC already set to raise rates in March, a hot number will only increase the odds of a 50 basis point hike to start the cycle. The CME's Fedwatch tool shows the market is pricing in only a 36% chance of 50 basis points in March so there is risk in the data. Featured: Move Your Money Here Before August 31st (Ad) 
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Technology | |
Investors have been more reluctant to hit the buy button of late. The most recent market downturn has been reason to ‘beware the dip’ rather than ‘buy the dip’.
As the Russia-Ukraine plot thickens and inflation rears its ugly head in fourth-quarter earnings reports, stocks... Read the Full Story |
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From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
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Markets | |
Masonite International Growth Outlook Is Priced In
After having risen more than 200% from the pandemic low it is time to shut the door on Masonite International (NYSE: DOOR). That is not a judgment of the company or its health but a simple statement of truth that we see in the charts. The techni... Read the Full Story |
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Healthcare | | Pharmaceutical giant Pfizer (NYSE: PFE) stock had a blowout Q4 2021 quarter, but shares are pulling back down with the benchmark indexes. Pfizer has become a household name thanks to its COVID-19 vaccines as its medical products reached over 1.4 billion patients worldwide. The Company expects COVID... Read the Full Story |
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From Our Partners | | Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.
One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips. | | Access the full analysis, price setups, and catalysts now |
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Markets | |
Whatever The Reason, Oil Is Moving Higher
If you are watching the news and wondering where the price of Oil (NYSEARCA: USO) is heading we think it is going higher. Much higher. We can sit here and debate the causes of the rise in prices but the fact remains that oil prices are on the rise and th... Read the Full Story |
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Technology | |
Wireless providers have 5G networks all over the world, which allows for faster, clearer internet connections, greater connectivity across the globe and advanced software applications and best of all, fewer lags for users.
What's up with 5G, anyway? 5G wireless connections totaled approximately ... Read the Full Story |
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From Our Partners | | Barrick Mining has spent decades building one of Nevada's richest gold districts, anchored by Fourmile, Goldrush, and Cortez Hills, deposits that could hold up to 60 million ounces of gold.
One overlooked explorer controls 142 claims bordering Fourmile and sitting less than a mile from Goldrush. New geological modeling aims to reveal what's beneath this largely untested ground, while a planned 5% royalty spin-off could give shareholders a separate stake in the project. | | Read the full report before the next catalyst hits |
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Consumer Discretionary | |
Macy’s Is A Deep-Value For Retail Investors
The institutions started to shed Macy’s (NYSE: M) in Q1 2022 and we aren’t blaming them. The retail picture isn’t robust, it’s hampered by the supply-chain crisis, and Macy’s is particularly vulnerable as a mall-base... Read the Full Story |
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Consumer Staples | | Global meat and poultry products producer Tyson Foods (NYSE: TSN) stock recently set new all-time highs on a blowout fiscal Q1 2022 earnings report. However, shares have been sliding since peaking. While inflationary pressures rose 18%, they were able to raise prices 19.6% on average as consumers fe... Read the Full Story |
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Consumer Discretionary | |
A Bleak Technical Picture For Home Depot
Home Depot (NYSE: HD) reported another record quarter and year and yet the stock is falling in the wake of the news. The reason is that Q4 results and guidance for 2022 indicate the COVID-19 inspired tailwinds have ceased to blow and growth will be hard t... Read the Full Story |
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Industrials | |
The Russia-Ukraine conflict has captured the eyes of the world, including those of investors.
It is yet another reminder of how geopolitical events can have a profound impact on the global capital markets. The crisis has commanded center stage even as earnings season hits a peak and interest rat... Read the Full Story |
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Technology | | Solar energy products maker Enphase (NYSE: ENPH) stock has been selling off with the solar stocks and benchmark indexes despite impressive growth. The worldwide market leader in microinverters saw 55.8% revenue growth in its Q4 2021 earnings despite logistics and supply chain disruption. Enphase spe... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day Rush Enterprises, Inc., through its subsidiaries, operates as an integrated retailer of commercial vehicles and related services in the United States and Canada. The company operates a network of commercial vehicle dealerships under the Rush Truck Centers name. Its Rush Truck Centers primarily sell commercial vehicles manufactured by Peterbilt, International, Hino, Ford, Isuzu, IC Bus, Blue Bird, and Dennis Eagle. The company also offers new and used commercial vehicles, and aftermarket parts, as well as service and repair, financing, and leasing and rental services; and offers property and casualty insurance, including collision and liability insurance on commercial vehicles, cargo insurance, and credit life insurance products. In addition, it provides equipment installation and repair, parts installation, and paint and body repair services; new vehicle pre-delivery inspection, truck modification, and natural gas fuel system installation services, body, chassis upfitting, and component installation services; and vehicle telematics products, as well as sells new and used trailers, and tires for use on commercial vehicles. The company serves regional and national fleets, corporations, local and state governments, and owner-operators. It operates a network of centers located in the states of Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Missouri, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Ontario. Rush Enterprises, Inc. was incorporated in 1965 and is headquartered in New Braunfels, Texas. | | View Today's Stock Pick |
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