On February 28, CNBC published the following headline… On the surface, that headline looks bad. “Weakened sharply” sounds horrible. And it seems especially concerning for anyone who recently paid top dollar for a home. But when we dig deeper, we see that it’s not as bad as it seems at first. In fact, the last …
By This Measure, We’re One Month From Inflation Tumbling Read More »
One of Cathie Wood’s “innovative” holdings just got a letter from the feds… The last time it got a letter like that, it ended up costing the company $65 million. So once again, it looks like Wood’s definition of innovation will mean big trouble for shareholders. You see, I agree with Wood that the Nasdaq …
This Investing ‘Video Game’ Is Burning Shareholders Read More »
Deutsche Bank upgraded its outlook for one retailer last Monday, just ahead of earnings… Why do analysts always try to time the market before earnings? It doesn’t seem like a smart bet to turn optimistic on this retailer today, either… Consumer debt is at an all-time high. And delinquencies are rising. Plus, the Federal Reserve …
This ‘Recession Proof’ Retailer Doesn’t Look So Hot Today Read More »
The COVID-19 pandemic crippled the global supply chain… Here in the U.S., we experienced mass shortages in everything from food to cars. And roughly three years later, it’s still hard to find certain items (at affordable prices, at least). For one, semiconductors (or “chips”) are still in short supply… Part of the problem is that …
Uncle Sam Is Spending About $53 Billion to Bring This Industry Home Read More »
The mainstream media continues to stoke inflation fears in Americans’ minds… Bloomberg provided the latest example. Last Friday, it published this headline… PCE stands for “personal consumption expenditures.” Like the Consumer Price Index (“CPI”), the PCE index measures inflation. But these metrics use different data sources and formulas… In short, CPI measures direct consumer costs. …
Don’t Let Media Fearmongering Throw Off Your Game Read More »
Folks are vacationing and dining out like there’s no tomorrow… Or at least like a recession isn’t looming. Specifically, the industry that includes hotels, restaurants, and leisure activities is strong… The industry’s Power Bar ratio features 62 “bullish” or better companies right now. And only four companies are “bearish” or worse. (Learn more about the …
“Generative AI” is all the rage these days… For starters, Microsoft (MSFT) is dumping a lot of money into the space. The tech giant invested $1 billion into industry leader OpenAI in 2019. Two years later, it held another investment round. And last month, Microsoft poured in $10 billion more. Microsoft is talking up efforts …
This winter, Americans enjoyed a reprieve at the pump… Gasoline prices surged last summer. The national average eclipsed $5 per gallon in June. But the average price plunged to around $3.10 per gallon by December. That’s a nearly 40% drop in about six months. Don’t expect the relief to last, though. In fact… it’s already …
Imagine you order a pizza with mushrooms and onions… And the delivery driver instead brings a pizza with sausage and pepperoni. I bet you would be angry. You would likely demand a refund. And you would probably get it. Now, don’t get me wrong… Sausage-and-pepperoni pizzas are popular. And many folks think mushroom-and-onion pizzas are …
Several years ago, Marc Chaikin created a unique way to measure “relative strength”… It’s a proprietary formula. And at Chaikin Analytics, we don’t give away our secret sauce. But we clearly display this indicator on all the charts in the Power Gauge. It essentially shows the strength of a stock or exchange-traded fund relative to …
The ‘Bearish’ Side of Relative Strength Says Ski Season Is Over Read More »
