“If rates keep falling, it could be a positive sign for stocks, particularly in the cyclical and small-cap sectors”

by Marketing | Aug 15, 2024 | Market Notes, Media Notes

Interest rate cuts will be the ‘rising tide’ to lift equities

“All in all, everyone is enjoying the last 10 months of the market because it’s been easy, [but] at some point, the complacency will have to end”

by Marketing | Jul 1, 2024 | Market Notes, Media Notes

Megacap Stocks Hit Record Highs: Should You Buy Into The Hype?

“Nvidia is absolutely going to incur some type of demand-driven air pocket over the next few years”

by Marketing | May 21, 2024 | Market Notes, Media Notes

Why Nvidia’s earnings may not move the stock much

“It’s a pretty good report for the Fed as far as wanting to see rate cuts sooner”

by Marketing | Mar 8, 2024 | Market Notes, Media Notes

TREASURIES-US yields fall after mixed jobs report

“Debt has become so expensive to a point where the debt is more expensive than the cap rates on a lot of these properties that they’re [homebuilder companies] trying to buy”

by Marketing | Jul 28, 2023 | Market Notes, Media Notes

Buy Lennar & UnitedHealth, Sell utilities: Portfolio manager’s top trades