Good MorningEquity markets have peaked, and the correction is on. The market has begun to reprice itself on the idea that the FOMC will not cut rates this summer or possibly this year and is heading for lower price points. The caveat for the bears is that the economic data is still solid, sustaining inflation and S&P 500 earnings growth. The downturn may not be over, but a sustained downtrend is unlikely.
Today's NFP news may accelerate the sell-off. The NFP is expected to show solid gains, low unemployment, and rising wages in alignment with labor market health and high inflation. The takeaway is that solid labor markets are a sign of economic health, and one of the Fed's two mandates is met with no signs of weakness, leaving them to focus on the problem at hand: inflation.
Because the FOMC has rates at historically high levels, it has ample ammunition to stimulate the economy with policy and is unafraid of recession. The committee can step in and prop up the economy at the first signs of trouble, which means the Fed Put is in place. Today's downturn will soon turn into a buying opportunity. Featured: Trump is replacing the U.S. dollar (Ad) 
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Consumer Staples | | George Dayton founded the Dayton Company in 1902 laying the groundwork for what would eventually become the Target Corporation. However, the first Target (NYSE: TGT)location didn't open until 1962. The idea was to open a low-priced alternative to mainstream retail with higher-quality products than c... 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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Real Estate | | Investors often follow the latest trends in the U.S. economy and attempt to align their portfolios with the best industries, some of which could have a breakout in the coming months. The construction industry is one example, as the ISM Manufacturing PMI index and its cousin, the ISM Services PMI ind... Read the Full Story |
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Consumer Discretionary | |
With consumer spending and sentiment on the upswing, the Consumer Discretionary Select SPDR ETF (NYSE: XLY) emerges as a potentially promising investment avenue. Its relevance in the current economic landscape cannot be overstated.
The latest report from the Commerce Department in March indicated... Read the Full Story |
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From Our Partners | | TradeSmith CEO Keith Kaplan warns that AI's rapid rise has a dark side, threatening American jobs and livelihoods. He says now is the time to prepare before September 30th.
TradeSmith has invested $17 million in AI tools and built a platform used by 180,000 traders worldwide. One user, Stephen, credits it with building a $2.95 million retirement portfolio. | | See where Kaplan says to move your money before September 30th |
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Consumer Staples | | Estée Lauder Companies, Inc. (NYSE: EL) is among an increasingly smaller group of stocks that have yet to mount a serious comeback to recent selloffs. Having gained more than 200% from January 2019 through January 2022, investors in the cosmetics giant then gained a harsh lesson in gravity.
... Read the Full Story |
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Consumer Discretionary | |
Trading activity is a sure sign that stock price will move; the question then becomes, which direction will it take? While trading volume is a sign of market interest, it never tells you if the bulls or the bears are active. That knowledge comes from other factors, including fundamentals, market o... Read the Full Story |
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From Our Partners | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
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Energy | |
The global shift towards clean energy sources has intensified the search for reliable and scalable alternatives to fossil fuels. While the solar and wind power sectors have captured significant attention, a renewed interest in nuclear energy is emerging. Nuclear power, with its potential for consi... Read the Full Story |
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Consumer Discretionary | |
Levi Strauss (NYSE: LEVI) exemplifies how iconic branding, sound management, and forward-looking strategy can drive shareholder value. The company struggled with shifting consumer demands, inventory issues, and structural challenges for the last several years but is coming out of the weeds in fant... Read the Full Story |
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Technology | |
Having popped to a fresh all-time high at the start of last month, it looked like shares of Advanced Micro Devices Inc (NASDAQ: AMD) were going to keep rallying through the end of the quarter. However, having fallen as much as 23% since then, they’ve definitely started Q2 on the back foot, a... Read the Full Story |
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Markets | |
Insiders are buying PHX Minerals Inc. (NYSE: PHX), Herbalife Ltd. (NYSE: HLF) and Quantum-Si Incorporated (NASDAQ: QSI) because they are cheap and should provide value over time. Cheap is relative; in this case, we have stocks trading from $1.80 to $10 and near long-term lows. This allows investor... Read the Full Story |
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Technology | |
Stocks can be very exciting when they trigger breakouts and breakdowns, forming strong price trends. However, the reality is that stocks usually tend to be rangebound in a consolidation. Whether it's small or large, stock prices tend to oscillate within a range much more often than they trend.
If... Read the Full Story |
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Friday's Early Bird Stock Of The Day The Liberty SiriusXM Group, through its subsidiaries, engages in the entertainment business in the United States, the United Kingdom, and internationally. It features music, sports, entertainment, comedy, talk, news, traffic, weather channels, podcast, and infotainment services through proprietary satellite radio systems, as well as streamed through SXM App for mobile and home devices, and other consumer electronic equipment. It also offers connected vehicle services; a suite of data services that include graphical weather, fuel prices, sports schedules and scores, and movie listings; and traffic information services, which provide information as to road closings, traffic flow and incident data to consumers with compatible in-vehicle navigation systems, and real-time weather services in vehicles, boats, and planes. In addition, the company operates a music, comedy, and podcast streaming platform. Further, it offers ad-supported radio services; Pandora Plus, a radio subscription service; and Pandora Premium, an on-demand subscription service. Additionally, the company distributes satellite radios through automakers and retailers, as well as through its website. The Liberty SiriusXM Group is based in Englewood, Colorado. The Liberty SiriusXM Group operates as a subsidiary of Liberty Media Corporation. | | View Today's Stock Pick |
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