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The Power Gauge’s Take After a Record-Setting Black Friday

The retail sector should be getting clobbered… After all, interest rates are surging. And people are having trouble keeping up. That’s a recipe for tighter budgets and less spending, right? Well… no. The early data from Black Friday is out. And if the trend holds over the next four-plus weeks, another big holiday season could …

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We’re Still Feeling This Accident in the Energy Sector

At 4:01 a.m., a 10-foot-high vapor cloud started drifting across the floor… It was roughly 95% propane, 2.5% hydrofluoric acid, and 2.5% other hydrocarbons. It came from a busted pipe joint in the Philadelphia Energy Solutions refinery’s alkylation unit. And a minute later, it caught fire. You don’t need a chemistry degree to know that’s …

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We’re Nearing the End of the Downturn… But We’re Not There Yet

I don’t need to keep harping on the market’s struggles… Even with its most recent bounce, the S&P 500 Index is still down more than 16% in 2022. And the tech-heavy Nasdaq Composite Index remains in full-on crash territory. It’s down roughly 30% from its November 2021 peak. With stocks down, it means less money …

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My Favorite Warehouse Retailer’s Outlook Is Strong

Editor’s note: Our Chaikin Analytics offices will be closed this Thursday and Friday for the Thanksgiving holiday. Because of that, we won’t publish Chaikin PowerFeed. Our normal publishing schedule will resume on Monday, November 28. Enjoy the long weekend… With all the volatility of earnings season, it’s refreshing to see some companies doing well… Walmart …

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Industrials Are Winning… Just Don’t Look to the Dow

The Dow Jones Industrial Average isn’t what it used to be… When the Dow launched in 1896, it featured 12 industrial companies. The index covered all types of American industry – including electricity, sugar refining, tobacco, lead, and more. But that’s no longer the case… Over the past 126 years, the Dow’s heavy emphasis on …

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Today’s ‘Robots’ Haven’t Replaced 1980s Investors

The market rejoiced when the latest inflation update came out last week… As my colleague Karina Kovalcik noted yesterday, the Consumer Price Index (“CPI”) showed a 7.7% year-over-year gain in October. And stocks ripped higher in response. The CPI result was a bit lower than the projected 7.9% increase. And notably, it was also below …

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