In this week's edition, we talk about how this momentum driven market could still rally further...and what groups will lead the way if it does.  However, we also show why this is NOT a fundamentally driven rally...despite how so many Wall Street pundits try to portray it.  Therefore, investors HAVE to remain VERY nimble.

In this week's episode, we discuss how the history of the past 25 years shows that a meaningful drop in interest rates usually signals an outside slowdown in growth.  That in turn, is negative for the stock market, NOT positive.  Now that the employment picture is deteriorating, the economic outlook is becoming more important than AI...especially since the ROI on AI spending continues to be very poor.

In this week's edition, we discuss how the rise in GLOBAL long-term interest rates is showing that the bond market is finally starting to seriously take budgetary issues into consideration.....We also discuss one ETF which NEEDS to be followed extremely closely over he coming weeks....Finally, we provide a few new ideas to play on the long side of things

It this week's edition, we spend a lot of time talking about why investors should be careful about assuming that the Fed will cut aggressively (at all) going forward.  So, they shouldn't be using it as a reason to think stocks will push a lot higher.  The Fed does not get aggressive until the market has already fallen in a significant way......Also, we touch on what we think can outperform over the coming weeks.

In this week's podcast, Mary and I discuss some of the newest developments in the marketplace and how they're showing some concerning cracks in this rally.  The impact of the tariffs are just starting to begin...and despite what we hear & read in the financial press, this earnings season has not been anywhere near as impressive as they portray it.......However, we provide some ideas that should work well over the rest of the year...whether the rally continues or not!

In this week's edition, we discuss why the odds are much higher than most investors realize that the stock market is very likely getting very close to an important top......We're in a bubble, and when bubbles burst, they are always followed by a bad bear market...not just a correction or even a run of the mill bear market......Therefore, investors need to be acting accordingly. 

In this weekend's podcast, Mary and I discuss which earnings reports will have the biggest impact on the markets this week.  However, we also talk about the Fed and why it's so important to avoid misinterpreting what they do and what their goals really are.  This will be very important for investors over the rest of this year.

It this week's edition, we review a list of some of the very profitable calls we've made so far this year...and which ones should still work going forward.  Even though the market is very expensive and thus filled with more risk than usual, there are still many great opportunities out there.

In this week's podcast, we discuss why although the new record in the stock market is impressive, many risks still abound.  Therefore, having SOME cash on the sidelines is still a good idea.....We also discuss the stocks and groups which should do well over the rest of this year.

With the cease fire in the Middle East, the level of risk in the stock market has come down, but it's still higher than the potential reward.  So, investors still need to keep some cash on the sidelines.  However, one group that looks good on both the fundamental and technical side of things in the banks.  These names are poised to finally outperforming going foward.