Good MorningEquities pulled back on Wednesday as geopolitical tension and rising oil prices sapped sentiment. The price of WTI rose more than 5.0% intraday to well over $115 and is well on its way to retesting the recent highs near $130. On the geopolitical front, NATO is stepping up its message to Putin including a show of troop strength that could trigger an armed response. Based on the geopolitical outlook and skew in the energy market, we are expecting to see the price of WTI move well above $130 before it peaks out for good.
In business news, headwinds are emerging for businesses that may cut into the outlook for 2022. With supply chain easing and economic acceleration expected in the 2nd half, this is not good news at all. The consensus estimate for S&P 500 earnings growth was already on the verge of decline, if these headwinds grow they could completely alter the outlook for the year and bring the S&P 500 crashing down. Featured: Elon’s AI Phone Shock (Ad) 
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Healthcare | |
As a contrarian investor, you invest against the crowd. (It's the perfect gig if you're someone who did your own thing in high school — you know who you are.) Contrarian investing means you pick up, say, shares of the foreign firm that nobody's talking about. If you let it casually slip to y... Read the Full Story |
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From Our Partners | | Inflation, trade wars, and market volatility have many savers rethinking how they protect retirement funds. A free digital guide breaks down the basics of Gold IRAs in plain language.
Inside: the top 5 advantages of a Gold IRA, how to move a 401k penalty free, why diversification matters, and a simple checklist to get started.
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Consumer Discretionary | | Specialty apparel retailer Urban Outfitters (NASDAQ: URBN) stock has been selling off with the retail sector during the post-holiday hangover period. Its Free People brand suffered logistics constraints as air and ocean cargo rates hit unprecedented levels which ate into margins. However, management... Read the Full Story |
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Markets | |
Whether shopping for clothes, furniture, or a ribeye steak, quality matters. The same goes for stock investing.
When building a long-term portfolio, investors need to find companies that can withstand the test of time. Being part of an industry that will be around for a while and having solid fun... Read the Full Story |
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From Our Partners | | Gold more than doubled after breaking a 13-year range in April 2024, then fell over 20 percent in its worst quarter since 2013.
This isn't the first time. In 2008, gold dropped hard mid-supercycle, and three years later it neared 2,000 dollars. The biggest gains came from an overlooked backdoor gold play that ran as high as 1,915 percent during that cycle.
Ross Givens believes this supercycle is far from over. | | See the number-one trade Ross Givens recommends now |
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Industrials | |
Enerpac Tool Group Tanks On Weak Guidance
Enerpac Tool Group (NYSE: EPAC) is not the first company to report the impact of Russia’s war on Ukraine is affecting business. It is the first, however, that we’ve read, to quantify that impact as a headwind and to lump it together inflation... Read the Full Story |
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Consumer Discretionary | |
Winnebago Sustains Growth But Gets No Love From The Market
Winnebago (NYSE: WGO) shares are moving lower in the wake of the FQ2 earnings report for one reason and one reason alone. The company’s and the industry's strength has been well forecast so many in the market, including ourselves, ... Read the Full Story |
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From Our Partners | | On October 15, 2025, Seeking Alpha's Quant system added Micron Technology (MU) to its Alpha Picks portfolio. It's up 398% since that day.
Alpha Picks selects two stocks a month using a rules-based model that scores profitability, growth, momentum, and earnings revisions. Since July 2022, the portfolio has returned 348.64% versus 106.11% for the S&P 500. | | See the portfolio behind Micron's move and get the next pick |
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Markets | |
As long as discretionary income remains under pressure, there’s a path for POSH stock
Poshmark (NASDAQ:POSH) reported mixed fourth-quarter and full-year 2021 earnings on March 22. However, after POSH stock dropped in after-hours and pre-market trading, the stock is staging a rally the morn... Read the Full Story |
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Consumer Discretionary | | They say you can’t keep a good stock down, and while the debate is still ongoing with regards to if Tesla (NASDAQ: TSLA) is a good stock or not, one thing is for sure; it certainly can’t be kept down long. The electric vehicle manufacturer has defied Wall Street’s expectations time... Read the Full Story |
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Industrials | |
Cintas Reversal Gains Momentum
Shares of Cintas (NASDAQ: CTAS) corrected over the last three months and have put in a bottom. The bottom began to form in late January with an uptick in institutional buying and the market has since traced out a nice looking Head & Shoulders Reversal Pattern a... Read the Full Story |
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Technology | |
These 3 Cloud Stocks Offer Compelling Upside
Cloud computing is certainly one of the most compelling trends in tech for investors to get behind. Although this innovative industry has already been around for a few years, there are still plenty of reasons to believe that companies offering cloud so... Read the Full Story |
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Finance | |
For long-term investors, portfolio management is a marathon and not a sprint. There are plenty of near-term distractions and hurdles along the way, but ultimately the focus is kept on a finish line several years if not decades ahead.
It only makes sense then to surround yourself with companies th... Read the Full Story |
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Thursday's Early Bird Stock Of The Day Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the Google Play and YouTube; and devices, as well as in the provision of YouTube consumer subscription services. The Google Cloud segment offers infrastructure, cybersecurity, databases, analytics, AI, and other services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Gmail, Docs, Drive, Calendar, and Meet; and other services for enterprise customers. The Other Bets segment sells healthcare-related and internet services. The company was incorporated in 1998 and is headquartered in Mountain View, California. | | View Today's Stock Pick |
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