Louis' Blog Archive
December 14, 2019
“Data is the new oil.”
Or so said Clive Humby, a British statistician, in 2006. He should know; he created the first supermarket loyalty card on behalf of Tesco (TSCDY). And with the data gleaned from that “Clubcard” program, the U.K. grocery chain doubled its market share from 1994 to 1995 alone. Talk about a valuable commodity!
December 13, 2019
After starting December on a sour note, the stock market sure has bounced back nicely! This isn’t surprising, as we remain in the seasonally strong time of year. As we talked about earlier in the month, Bespoke found that December is the “most consistently positive month” for the past 100 years.
December 12, 2019
Can you feel the holiday cheer spreading across Main Street? I know I can practically hear the sleigh bells ringing! Wall Street is also in better spirits. Following President Trump’s tweet this morning that the U.S. and China are moving closer to inking a trade deal, the S&P 500, Dow, NASDAQ and the Russell 2000 rallied to new highs.
December 11, 2019
I’ve made some bold predictions before, and I made more last night during the Early Warning Summit 2020.
December 10, 2019
The bull market has been on a fantastic run since it first kicked off way back in 2009, experiencing the longest uninterrupted gains in U.S. history.
Given the long run, it’s no surprise that the financial media is talking up 2020 as the year the bull run finally comes to an end and the beginning of a huge stock market correction.
December 9, 2019
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Portfolio Grader recommendations for 67 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly.
December 9, 2019
You may recall that in August the financial media was practically screaming from the rooftops that the “yield curve inversion” was a sure signal that a major recession was ahead. This was when the 10-year Treasury yield fell below the two-year Treasury yield. Historically, that’s been a signal that the U.S. economy will fall into recession. But this time around? Not even a little bit. At least not in 2019.
December 8, 2019
If you follow my writings, you’ll often hear me talk about how the United States is the oasis around the world. Today, I’d like to take a look at why that is. Geopolitics is an important context for any smart investing strategy – and that’s especially true as we prepare for 2020…
There’s a lot of chaos in Europe right now. There’s been a major slowdown in China, and Japan, Italy and now Germany fell into a recession. And, of course, there’s Brexit – the most chaotic mess of them all.
December 7, 2019
2019 has been an exciting year, and I expect 2020 to be even better! In fact, I look for 2020 to be a tremendous year for the stock market. (And we’ll talk more about that in the Early Warning Summit 2020.)
So far, we’ve talked about how the U.S.-China trade war could impact stocks. We also discussed what might happen if Elizabeth Warren is elected president.
Today, I’d like to turn to the sectors to watch in 2020.
December 6, 2019
Over the past year, presidential hopeful Elizabeth Warren has feuded with a lot of people.
But few of her feuds got as much press as the one she had with Leon Cooperman, Chairman and CEO of Omega Advisors.