As the market looks to be pretty bullish, confirming our bullish expectation from the beginning of the week, the Technology sector is in the front of the pack. This aligns nicely with our trade of the day. When the market looks to be a in a bullish mood, a good place to start look for […]

Since the pandemic became an official crisis in early 2020, investors have had to deal with crisis after crisis. There does not seem to be a path toward the next bull market for stocks. I assume we will have another bull market at some point, but the current crisis-to-crisis investment environment makes strategies that rely […]

Stocks and bonds received a brief boost following Wednesday’s FOMC meeting as Chairman Powell struck a relatively dovish tone. However, the markets quickly reversed as Janet Yellen, who was speaking in front of congress at the same time Powell spoke, made clear there’s no plan for a blanket backstop/bailout for depositors. On Thursday, both equities and interest […]

The stock market has witnessed significant volatility of late on concerns over the prospect of rate hikes and macro uncertainties. However, I present quality stocks AbbVie Inc. (ABBV) and Salesforce, Inc. (CRM), which have demonstrated resiliency during challenging times and are trading at a discount to their industry peers. These top stocks should be on […]

Last year, when the Federal Reserve realized that the inflation, which was earlier thought to be “transitory,” might be feeding on itself and soon spiral out of control, it acted swiftly to respond with an aggressive interest rate hike cycle, one of the quickest on record. As a result, we have gone from living in […]