Good MorningEquities retreated on Thursday following a hotter-than-expected CPI report. The CPI report shows consumer-level inflation accelerating versus the previous month and the headline figure versus the prior year. The takeaway is that inflation and resilient labor markets will keep the FOMC from cutting rates as early as the market expects, which means higher-for-longer is still in effect. As it is, the market shouldn't expect the first interest rate cuts until mid-year or later, and there is a risk another rate hike is on the way. Without another substantial improvement in inflation, the FOMC may have no choice.
The S&P 500 fell nearly a full percent following the CPI and shows lingering resistance at recent highs. The market recovered the loss before the close but created a bearish signal with the movement. With no catalyst to move the market higher, the S&P 500 will likely enter a correction soon. The caveat is that earnings season starts today with releases from the big banks, and the news could help lift spirits. The banks benefit from higher interest rates and are expected to post solid results; if they say consumer habits are still healthy, the market could quickly move to a new all-time high by the end of the reporting period. Featured: Are we ignoring the same signal Wall Street ignored in 1929? (Ad) 
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Energy | |
Shares of Bloom Energy Corporation (NYSE: BE) are up more than 17% in the last week. The immediate catalyst is a timely analyst rating from Morgan Stanley (NYSE: MS) that drew attention to potentially bullish expansion news for the company. This article will take a closer look at what the analysts... Read the Full Story |
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From Our Partners | | The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance estimates it could unlock $400 trillion - but analyst Jeff Brown, who was consulted by Congressional offices on the legislation, believes the real figure could reach $2.6 quadrillion.
Brown says this shift will pour onto a new type of investment exchange - and he's showing investors how to position themselves starting with just $100. | | Click here to see how Jeff Brown says to claim your stake |
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Consumer Staples | |
With the country bracing for a potential recession, it may be time for investors to crave The Hershey Company (NYSE: HSY). Over the last 15 years, two significant recessions have occurred: The Great Recession of late 2007 to 2009 and the Covid-19 recession. During this time, Hershey's stock has ad... Read the Full Story |
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Retail/Wholesale | |
Amazon.com Inc. (NASDAQ:AMZN) stock illustrates the point of how what goes up must come down. That’s true even when you have a customer base like Amazon.
The company’s stock surged during the pandemic because its two core businesses – e-commerce and cloud computing – wer... Read the Full Story |
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From Our Partners | | Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the biggest story of his 26-year career - an economic shift not seen since 1776.
From the government taking stakes in Intel, Lithium Americas, and MP Materials, to sweeping political changes reshaping the economy, Stansberry argues a rare 'New 1776 Moment' is already underway. One Nobel Prize winner calls it a dividing line for all of society.
His presentation covers the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift. | | Watch Porter Stansberry's full briefing and learn how to prepare now |
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Transportation | |
The sentiment in trucking stocks soured in 2022 due to lingering issues with costs, drivers and a downtick in pricing and demand that have put a cap on revenue and earnings growth targets. Sentiment in this group has shifted for the better, however. Many of the top stocks are forming bottoms and l... Read the Full Story |
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Aerospace | |
It’s been a turbulent few years for Boeing (NYSE: BA) between Dreamliner issues, the 737 Max grounding, and the pandemic. Now it looks like the times are changing for this company, and the institutions are booking a flight. The institutions own about 57% of the stock, and their holdings are ... Read the Full Story |
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From Our Partners | | As commodity prices rise and governments crack down on material fraud, SMX (Security Matters) PLC is building the verification infrastructure companies suddenly need. Using molecular-level markers embedded directly into plastics, metals, fuels, and textiles, SMX creates Digital Material Passports that track authenticity, recycled content, and lifecycle data from source to end use.
With recycled materials becoming cost-competitive and compliance rules tightening globally, SMX is positioned at the intersection of physical assets and digital verification - a rare small-cap with a specific solution for a fast-growing problem. | | See why SMX could be among the first small-caps to benefit from stricter material verification rules |
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Medical | |
It is not uncommon for biotech and pharmaceutical companies to work on a single product, focusing their attention and resources on medicine or treatment that is truly groundbreaking. And while some of these therapies may only treat a small population, they can still be profitable.
Both Catalyst P... Read the Full Story |
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Auto/Tires/Trucks | |
The Ford Motor Company (NYSE: F) stock price has gained significant traction over the past five days as it's currently up over 8 percent at the time of writing.
Shares of the automaker rallied on 10 Jan amid news that one of Ford India's manufacturing plants was successfully acquired by Tata... Read the Full Story |
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Consumer Staples | |
It’s been a monster run for Monster Beverage Corporation (NASDAQ: MNST). Over the last 15 years, shares of the energy drink maker have returned 19.7% annually while delivering phenomenal financial results along the way. It’s a return that’s more than double that of the broader U.... Read the Full Story |
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Retail/Wholesale | |
Amazon.com Inc. (NASDAQ: AMZN) celebrated New Year’s not where it wanted to be, at support levels down around $81. But what can you expect after laying off thousands of employees at year’s end or failing to meet investors’ expectations? It’s not exactly bullish behavior.
W... Read the Full Story |
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Technology | |
Using a publicly available periodic transaction report, investors can look at some of the stocks former house speaker and democrat leader Nancy Pelosi speculated on using options.
Nancy Pelosi allegedly has a net worth of around $120 million, while her husband, Paul Pelosi, operates a real e... Read the Full Story |
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Thursday's Early Bird Stock Of The Day Fusion Fuel Green PLC, together with its subsidiaries, manufactures and sells miniaturized PEM electrolyzers to produce green hydrogen in Portugal, Spain, and rest of southern Europe. The company offers HEVO-Chain, a centralized PEM electrolyzer; and HEVO-Solar, a grid-independent hydrogen generator. It also provides engineering and procurement services comprising advisory, concept and proposal developments; FEL I, II and III studies; construction and legalization services; and operation and maintenance services. In addition, the company is involved in hydrogen project development. It serves natural gas networks and grids, oil refineries, ammonia producers, regulators, and related government departments. Fusion Fuel Green PLC was founded in 2018 and is based in Dublin, Ireland. | | View Today's Stock Pick |
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