Daily Issues

Don’t Let the ‘Big Picture’ Fool You

Editor’s note: The deep dive into our investment approach continues today… So far, Chaikin Analytics founder Marc Chaikin has talked about how the most important lesson of his career and the “magic key” he got from a co-worker in the 1980s both played pivotal roles in the Power Gauge’s creation. Over the next two days, …

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George’s ‘Magic Key’ Still Works

Editor’s note: We began a weeklong reflection on our investing approach yesterday… Chaikin Analytics founder Marc Chaikin discussed what he learned early in his decadeslong Wall Street career. This important lesson ultimately led to the Power Gauge’s creation. Today’s essay first appeared in the April 19 edition of the Chaikin PowerFeed. In it, Marc will …

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I Learned How to Handle Today’s Market Crisis in 1969

Editor’s note: The stock market is wrapping up its worst year since the financial crisis… And most investors aren’t sure what to expect as we head into 2023. During uncertain times like these, it’s important to take a step back and reflect on your investing approach. And that’s exactly what we’ll do in the Chaikin …

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The Danger of ‘Diversified’ Indexes

Editor’s note: The markets and our Chaikin Analytics offices will be closed Monday, December 26, in observance of Christmas, so we won’t publish the Chaikin PowerFeed e-letter that day. You’ll receive your next issue on Tuesday, December 27. Enjoy the holidays! Many folks invest in companies they recognize… For example, the world’s biggest businesses get …

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This Soft-Drink Maker Is Now Masquerading as a Mega-Tech Company

PepsiCo (PEP) made its way into the tech-heavy Nasdaq Composite Index five years ago… That might sound strange on its own. After all, Pepsi is a soft-drink maker. It doesn’t scream “mega-tech company” to anyone. However, the idea isn’t entirely outlandish. The Nasdaq is tech-heavy, but it’s not only tech stocks. With that said… something …

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How Many Five-Year Time Horizons Does It Take?

Cathie Wood is the poster child for this bear market’s ongoing “tech wreck”… And regular readers know we love to call out inconsistencies when we see them. But we do it for good reason… Wood founded ARK Investment Management back in 2014. Her company’s suite of exchange-traded funds (“ETFs”) all seek to capitalize on “disruptive …

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It Would Take Another COVID-19 for This to Happen

The mainstream media is at it again… News outlets are back to trumpeting “stagflation” fears. They’re certain it’s on the way. In case you’re unfamiliar, stagflation is a period of high inflation and high unemployment at the same time. I discussed the media’s infatuation with the term back in July. And five months later, not …

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‘Hopium’ Addicts Just Got a Reality Check

“Fed watching” is far from my favorite game in finance… After all, the Federal Reserve is boring. Have you tried listening to a Fed official speak? They’re ambiguity specialists. You’ll never catch them taking a perfectly clear stance. Even worse, the institution holds outsized power over the financial world… In bull markets, it’s easy to …

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