Daily Talk

You Can Thank President Trump for TWTR’s Monster Rally

February 18, 2018

There is no doubt Twitter (TWTR) was a broken company and a broken stock leading up to the 2016 presidential election. However, it got a new sense of life as Republican candidate Donald Trump used the social media platform as a vehicle to express his message during the campaign – not to mention help make up for a major deficit in campaign funds versus his rival.

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It All Comes Down to Inflation

February 16, 2018

It’s hard to believe that it was already two Fridays ago that Wall Street lost its collective mind. The smartest guys in the room placed the blame on individual investors and a strong economy, and in the process revealed their own animosity about sharing this platform of wealth creation and disdain for Main Street getting ahead. Inflation, they warn, will wreak havoc like Godzilla stomping through New York City.

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Don’t Bet Against NFLX’s Uptrend

February 11, 2018

Netflix (NFLX) is a company I have been following a long time now, and even after its incredible run over the years I continue to see upside for this stock both in the short and long term. The company has executed its streaming model with perfection, managing to protect its first-mover advantage even despite a year of increased competition and salvos from the likes of The Walt Disney Company (DIS).

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Get Ready for the Rebound

February 9, 2018

Thursday was another crushing session for wallets and spirits alike. The Dow Jones Industrial Average dropped more than 1,000 points (4.2%), coming very close to retesting the lows from Tuesday. It wasn’t just the Dow, though. The S&P 500 was off 3.8% while the NASDAQ closed down 3.9%.

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Don’t Get Sidetracked

February 2, 2018

For now, the stock market should be just fine despite any horror stories you may have heard about it being so good that it can only lead to things like a hard landing or aggressive Federal Reserve action. The animal spirits now at work and optimism for the future are powerful forces. We can cross any speed bumps if they materialize, but for now, enjoy the great American revival and continue growing your wealth.

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AMZN’s Road to $1,800

January 29, 2018

Amazon (AMZN) is a juggernaut for a lot of reasons, one of the main ones being its amazing vison and ability to get out in front of burgeoning categories – or simply create them. We’ve seen it move into the retail space, and we’ve also seen potential competitor’s share prices tank on the smallest of rumors that the company might expand into a new sector. Businesses are scared of Amazon, but we as investors can appreciate all it has going for it.

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Hang in There – This Ride is Getting Wild

January 26, 2018

Thursday was another wild day for stocks, but forget the noise – let’s instead focus on the facts. First, major indices keep closing at new highs even when intraday rallies are erased. And second, the fundamental news continues to be impressive. Even recent pullbacks in certain data points are only natural when so many are coming down from levels not seen in more than a decade.

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Investing in the Third Industrial Revolution

January 23, 2018

It’s been a heck of a year for the stock market – or at least the first three weeks of it – and I think it’s only just getting started. There are a lot of spectacular stocks out there right now, but what I’m really keeping an eye on are the economic sectors that are on fire. One in particular stands out: the industrials, and today I want to talk about four stocks that are riding the sector’s waves.

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Analyzing the Market Beyond the Fundamentals

January 19, 2018

Last week we talked about signs of panic buying, which is a good thing and should not be confused with irrational buying. A green light is going off among professional investors who have been too “smart” or too cute to catch this wave. A series of panic buying sessions were a signal that we could see a pullback, and we did on Tuesday after stocks surged early and then faded into the close. It didn’t last long, though, did it?

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Crude Makes a Comeback

January 15, 2018

The resurgence in crude oil is part of a saga that began with the onset of the Great Recession, but it took on an intriguing twist when Saudi Arabia launched a war on America’s fracking miracle. Fast forward three years and it’s clear that American frackers won a Pyrrhic victory.

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