The greatest lesson and insight from this week’s brutal market sell off (and then the rebound that produced the best day since November 2022 for the S&P 500) was the prevailing market belief that there’s another leg up for stocks.
Just when the data drops in the US were telling us that inflation was falling, rates were about to be cut and the Fed had engineered a soft landing, along came a weaker-than-expected jobs report that has led to recession fears. So, should you be afraid?
With US recession fears now on the rise, it’s timely to say, ‘be careful of what you wish for’! Economists and market influencers have been wanting an economic slowdown in the US to see rate cuts happen to give another leg up for stocks, but have they wished too hard?
In this article I argue the great Aussie stocks in the top 20 list — my Heaven Eleven group — have spiked incredibly in a year but it might be time to look at the other 189 stocks in the S&P/ASX 200 Index.
After a worrying week for stocks with a rotation out of big tech stocks that has sent stock prices earthward.
HNDQ and going long the Nasdaq’s top stocks has been a rewarding play but is it time to take profit and look for another play that will be helped by the rotation out of big tech into smaller growth stocks? As one investing door closes, another one opens, so let’s go looking for a good door for the year ahead.
This week for stocks has been driven by rotation that’s raising the question: is this the start of a correction?
The words of a slightly spooked financial planning client, thanks to a TV money expert, prompted me to write this for my Switzer Daily readers. I wanted to share this with you and add a few more persuasive arguments for sticking with stocks.
Friday on Wall Street confirmed what I’ve been expecting, with clear signs that the rally in stocks was broadening to other sectors. What was also heartening was the rise in the Nasdaq after a near 2% dumping on Thursday.
Last week an investor gave us feedback telling us he wasn’t happy with the performance of the Switzer Dividend Growth Fund. As a consequence, I looked at his comments objectively, and it showed me that, like a lot of investors, he has knowledge gaps. And doing this deep dive into SWTZ, I learnt a few things as well!
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