We’ve gone back to the future… Inflation, rising interest rates, a recession, and falling stock prices are all plaguing us right now. As my colleague Pete Carmasino wrote on September 14, we’re now on “the 1980s Recession Clock.” A lot of folks likely find this comparison depressing. But as an investor, it brightened my day… …
The Market Is Bad… But We Can Prepare for Better Days Read More »
The U.S. housing market is facing a crisis… Interest rates are soaring. And that makes monthly payments more expensive for homebuyers. This problem is so bad that lenders are offering adjustable-rate mortgages again. That hasn’t been common practice since 2007… Lenders are telling homebuyers that rates will come down eventually. And when that happens, homebuyers …
It’s hard to find any bright spots as an investor right now… The stock market is in shambles. Central banks around the world are hiking interest rates. And traditional “safe havens” such as gold and bonds aren’t helping at all. In these turbulent times, we need some sort of “fortress” to protect us. The good …
Biotech can be a godsend for investors in a “stock picker’s market”… Remember, today’s market is a lot different than the market of the past 40 years. As my colleague and Chaikin Analytics founder Marc Chaikin explained at the end of last month… Stocks will [now] move up or down mainly based on company merit. …
This Is Exactly What We Want in a ‘Stock Picker’s Market’ Read More »
If you’re confused about the market right now… good. That means you’re paying attention. After all, the world is full of mixed signals… Has inflation peaked or do we still need to fight hard against it? Is the economy improving or is the Federal Reserve driving us into a deep recession? Is Western Europe heading …
Wall Street analysts never run out of things to say… For example, last week, a UBS analyst heaped praise on Yum Brands (YUM) in a research report. Yum Brands operates fast-food brands KFC, Taco Bell, and Pizza Hut. The report cited a survey from UBS that showed strong brand perception and customer satisfaction for Yum …
Don’t Let This ‘Analyst Anecdote’ Rule Your Portfolio Read More »
Investing is never easy. That’s especially true in turbulent markets like right now. This type of market environment makes it even harder to decide when to buy or sell… For example, a business might be tailor-made for tough times. And yet, with many folks fearful of what’s going on, its stock could still get swept …
When In Doubt, Do Without… and Find Something Better Read More »
Editor’s note: The markets and our Chaikin Analytics offices will be closed Monday, September 5, for Labor Day. Because of that, we won’t publish the Chaikin PowerFeed e-letter. Look for your next issue on Tuesday, September 6. Everyone wants to believe the market is near a major bottom… But unfortunately, as our founder Marc Chaikin …
Sometimes, it pays to “think small”… That might sound contradictory to popular advice about always dreaming big. And of course, it’s human nature to shoot for the stars with almost everything in life. But when it comes to assets under management (“AUM”), it’s great to have an open mind… For example, as I discussed last …
Legendary investor Warren Buffett loves Coca-Cola (KO)… Buffett’s Berkshire Hathaway (BRK-B) first bought Coca-Cola shares in the late 1980s. And more than three decades later, his holding company still owns about 9% of Coca-Cola. It’s not just Buffett, either… Coca-Cola is owned by 384 exchange-traded funds (“ETFs”). And in 61 ETFs, it makes up at …
For Now, the Power Gauge Prefers the ‘Other Coca-Cola’ Read More »
