Latest Insights on AUD
Is the High-Growth Tech Trade Back On? May 10, 2021 Big Picture. Big Profits., Investing, Investment Opportunities, Stocks
We saw a big turnaround in the markets on Friday, May 7, in response to surprisingly poor job numbers. That begs three questions: Has this year’s market action really been all about fears of inflation and an overheating economy? Given the uncertainty around federal infrastructure spending, are we going to see a reversion to growth […]
April’s Jilted Jobs, Roku’s Roundhouse & The Peloton Dangerthon May 7, 2021 Great Stuff
Friday Four Play: The “No Jobs Is Good Jobs?” Edition OK, so it’s not all earnings today on Wall Street — despite what the meme above says. In fact, April’s jobs data arrived this morning. And I hate to say: “I told you so,” Great Ones … but I told you so. This “Great Reopening” […]
1 Pick to Profit From the Chip Shortage May 5, 2021 Big Picture. Big Profits., Investment Opportunities, Stocks
$84 billion! Remember that number, because that is but one contributor to the supply shortages that are emerging everywhere. As Ted outlined here, economic and fiscal policies that emerged from the Great Recession disincentivized investments across a number of industries. That means there isn’t enough production capacity to meet demand for many critical components. You’ve […]
Pfizer’s Pforce Awakens, Apple Strikes Back & CVS’s New Hope May 4, 2021 Great Stuff
May The Pfourth Be With You Great Ones, I don’t know if we officially have a winner in the COVID-19 vaccine race, but we certainly have a new front-runner: Pfizer (NYSE: ). I know. I didn’t see it coming either. Apparently, Pfizer makes more than just Viagra. Who knew? OK, I knew. But I didn’t […]
The Real Reason the Markets Have Gone Mad (and What to Do) May 3, 2021 Big Picture. Big Profits., Stocks, U.S. Economy
A handful of competing forces have made this trading environment one of the most difficult to navigate in decades.MEET OUR EXPERTS
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