Good MorningEquity markets went wild last week as stronger-than-expected data and a surge in the 10-year treasury yield drove market sentiment. Both data points suggest the Fed will keep interest rates high for a long time, making the New Normal normal. That means the rates on many consumer products are increasing to match the expectation that the FOMC will not be lowering interest rates any time soon.
This week could bring another round of increased volatility for the S&P 500. Not only is there inflation data coming out, but the peak of earnings season begins on Friday. PPI, CPI, and import prices are due on the inflation front. The CPI should be expected to accelerate compared to the previous month, given the sustained increase in oil prices since summer. The risk now is that the data will lead the FOMC to increase interest rates again and break the economy for real.
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Consumer Discretionary | |
Tesla Inc. (NASDAQ: TSLA) stock is within striking distance of clearing a cup-with-handle base, but with company news mixed, is there likely to be a catalyst for a breakout soon?
If investors seem undecided about Tesla at the moment, the same is true for Chinese EV maker BYD Co. Ltd. (OTCMKTS: BY... Read the Full Story |
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From Our Partners | | On August 9, the Wall Street Journal profiled a unique AI strategy used by three companies. Whitney Tilson of Stansberry Research says one of them has returned more than Apple, Amazon, and the S&P 500 index combined in recent years.
One well-known Wall Street money manager reportedly has roughly half his entire fund in this stock. Tilson's free write-up names the company and ticker, with no subscription required. | | Click here to see the free stock report now |
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Markets | |
Regarding small-caps and low-float stocks, the market works in cycles. Traders often experience lull periods of hard-to-come-by movers with impressive volume and range. On the other hand, there are periods in the cycle where traders might think that everything will surge 100 to 500% higher. We&rsq... Read the Full Story |
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Consumer Discretionary | |
What is a value stock? What makes it a value stock? What is value? These questions date back before the initial 'Where do we come from?'. Today, you will get a sense of what constitutes investing in valuable, high-quality assets, taking a chunk of brains from Benjamin Graham, Warren Buffett, and o... Read the Full Story |
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From Our Partners | | Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, a sign of where AI infrastructure spending is heading next.
Anthropic remains private, but one publicly traded vehicle holds it as its largest position, alongside stakes in Databricks and Anduril. It trades through any standard brokerage account. | | Learn more about this ticker before the next headline hits |
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Consumer Discretionary | |
Levi Strauss's (NYSE: LEVI) price action is down more than 50% from the 2021 highs through no fault. The boom in pricing and subsequent correction resulted from the pandemic bubble, a bubble that had little impact on the underlying business. The takeaway from the Q3 release is that this business i... Read the Full Story |
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Consumer Staples | |
When markets find a moat in a business, the secret will likely be well-kept to avoid a price rally before all the big guys can get in on the action. While not necessarily a blockbuster name today, Starbucks (NASDAQ: SBUX) is one of those resilient moat businesses.
Starbucks is considered a social... Read the Full Story |
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From Our Partners | | Elon Musk is worth more than anyone in history, yet he lives in a 400-square-foot prefab home in Boca Chica, Texas. Every payday he's earned, from $22 million at Zip2 to $175 million at PayPal, has gone straight into his next venture.
Now a $2.1 trillion SpaceX IPO has fueled his next move. Former CIA analyst Dr. Mark Skousen says he's identified three companies Musk is targeting next. | | See Musk's three target companies before he makes his move |
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Consumer Discretionary | |
Ford Motor Co. (NYSE: F) reported its best quarter ever for electric vehicle sales, but shares are still weighted down by the ongoing strike by United Auto Workers against the company.
Ford stock is down 20.34% in the past three months, but is retaining a year-to-date gain of 12.55%. A glimpse at... Read the Full Story |
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Technology | |
Intel Corp. (NASDAQ: INTC) shares moved up 0.67% in trading volume slightly higher than average after the company said it would begin reporting its programmable chip unit as a standalone business on January 1. That move is a prelude to spinning off the unit in an IPO, which Intel expects to do som... Read the Full Story |
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Markets | |
The Health Care Select Sector SPDR Fund (NYSEARCA: XLV) is down 2.40% in the past three months, and down 4.67% year-to-date.
With the current sector-wide downturn, it’s not surprising that several large healthcare stocks are currently undervalued, relative to their intrinsic value, based o... Read the Full Story |
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Industrials | |
If there's one thing that will continue to compound and swell for as long as there are cities, communities and towns, it’s garbage. Trash, waste, junk, litter, rubbish, muck, and refuse colorfully describe garbage. The garbage collection and recycling industry is fragmented, split between lo... Read the Full Story |
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Technology | |
Microsoft (NASDAQ: MSFT) needs no introduction. After all, it's the second largest company in the world, only behind Apple (NASDAQ: AAPL), boasting a staggering market capitalization of $2.36 trillion.
It might not come as a surprise that even though the shares of Microsoft are already up an imp... Read the Full Story |
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Monday's Early Bird Stock Of The Day XPLR Infrastructure LP engages in the acquisition, management, and ownership of contracted clean energy projects with long-term cash flows. It owns interests in wind and solar projects in North America and natural gas infrastructure assets in Texas. The company was founded on March 6, 2014 and is headquartered in Juno Beach, FL. | | View Today's Stock Pick |
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