Brace yourself. This coming week, the world’s largest tech companies all report their September-quarter financial results. And I mean all of them— Alphabet Microsoft Meta Platforms Apple Amazon.com an...
Tag: Column
The Fed Has Another Problem. States Are Doling Out Stimulus Funds
A spending spree is coming, and it may do more harm than good. An analysis by Deutsche Bank economists shows that 20 U.S. states have recently enacted, or are in the process of enacting, stimulus prog...
Airline Stocks Have Struggled. Here Are a Few Highfliers.
Some airline stocks trade at five times projected earnings. Why so expensive, you might be wondering. The group’s reputation on capital preservation at the moment ranks somewhere between damaged and U...
Cardano SPO Column: PetLoverStake [PET]
This week’s guest on the Cardano SPO Column is a stake pool created by a group of Cubans who are pet and animal lovers and own a small dog shelter in Cuba: PetLoverStake [PET]. Last week’s guest was a...
The Stock Market Rebound Fizzled. Why a Real Bottom Could Be Forming Soon.
Investors seemingly can’t stop trying to pick a stock market bottom, no matter how bad the news—and it continues to backfire. The day for a real bounce, however, may be coming soon. Consider: This pas...
Bank Stocks Have Gotten Slammed. Here Are 4 Worth a Look Ahead of Earnings.
Another bank earnings season is coming upon us, and no one is feeling too excited. Yet excitement isn’t what makes stocks like Citizens Financial Group and M&T Bank attractive. Make no mistake, ba...
Cardano SPO Column: LambdaHoneypot [HONEY]
This week’s guest on the Cardano SPO Column is a stake pool co-owned by two good friends running on bare metal in London with additional relays around the world: LambdaHoneypot [HONEY]. Last week’s gu...
Brazil’s Election Is Almost Here. Get Ready to Buy Petrobras Stock.
Chocolate and peanut butter go together; falling oil prices and Brazilian political uncertainty most certainly do not. Yet Petrobras stock may still be worth buying. Yes, that sounds like a terrible i...
How Low Will the Stock Market Go? S&P 3300 Might Just Be the Start.
The stock market desperately wants to put in a low. The Federal Reserve won’t let it. You wouldn’t know that from looking at the market this past week. On the one hand, U.S. economic data remains stro...
It’s Time to Buy Tech Again. Here Are 20 Stocks to Start With.
One cruel truth the stock market confirmed this past week is that trying to pick the bottom for technology stocks is a fool’s errand. The Nasdaq Composite’s terrible September—it was down 10.5% on the...
September Was Bad for Investors. October Could Be Worse.
Text size Market chaos has hit stocks, bonds, commodities, currencies, and futures. It’s hard to see it ending soon. Michael M. Santiago/Getty Images It’s a bumpy, volatile, no good, very bad market o...
5 Dividend Stocks to Beat Inflation and Rising Interest Rates
Dividend stocks are facing stiffer competition, thanks to a big spike in bond yields. A risk-free 10-Year Treasury note was recently yielding 3.7%, up from 1.63% at the start of 2021. That’s well abov...
Costco Earnings Underwhelmed and the Stock Is Falling. It’s Time to Buy the Dip.
Text size Costco earnings rarely disappoint. Mario Tama/Getty Images Costco Wholesale isn’t the kind of company that delivers much in the way of bad news and Thursday’s earnings report wasn’t anything...
Bulls Get Scorched by FedEx. Don’t Expect the Fed to Help.
Text size FedEx’s disappointing earnings and unexpectedly weak guidance were key factors in this past week’s stock market swoon. David Paul Morris/Bloomberg The stock market faces a doubly poisonous c...
This Is a Good Time to Buy Short-Term Bonds
Until recently, short-term bonds were a yield wasteland: A two-year Treasury note yielded 0.21% a year ago and just 1% in January. Today, the yield is over 3.8% and could soon touch 4%, thanks in good...
Why Is the Stock Market Down? It Knows the Worst Is Yet to Come.
Text size NYSE From a certain point onward, there is no turning back. The stock market reached that point this past week. Oh, the market was hopeful, entering the week, that inflation had reached its ...
Cardano NFT Column: Cardano For Pakistan
This week’s guest on the Cardano NFT Column is a completely voluntary charity fundraising campaign to support the 33 million+ victims of the devastating floods ravaging Pakistan: Cardano For Pakistan....
IHS Is a Play on Emerging Market Cellphones. Why the Stock Looks Like a Buy.
Text size IHS’s organic revenue growth has been 18% a year over the past half-decade. Dreamstime IHS Holding is the new kid on the block in the cell-tower world—and its stock may be worth buying. Runn...
Inflation Could Be Harder to Tame Than the Fed Anticipates
Text size Another 75-basis-point hike in the federal-funds target is looking very, very likely. Ting Shen/Bloomberg Market participants returned from their summer holidays apparently undaunted by the ...
The Stock Market Had a Crazy Good Week. One Way to Make Sense of It All.
Text size Michael M. Santiago/Getty Images Traders prefer a volatile market, and they’ve gotten one in 2022. Stocks have declined, rallied, and dropped again, driven by ever-evolving expectations for ...
Europe’s Unfolding Crises Could Impact U.S. Stocks. Here’s How.
U.S. investors are watching the Federal Reserve but the European Central Bank is likely to keep hiking rates to pull down prices, and those moves deserve more attention. Graeme Sloan/Bloomberg Text si...
Retail Stocks Got an Earnings Boost. Why There’s No Comfort in That.
Text size Many retailers are still struggling with the high inventories, with profits dragged down by pricier supply-chain and transport costs. Spencer Platt/Getty Images Investors breathed a sigh of ...
Wall Street Analysts Rate Stocks With a Variety of Labels. Here’s How to Read Them.
Text size Wall Street analysts slap Buy, Strong Buy, Sell, Underperform, Neutral or other labels on stocks Michael Nagle/Bloomberg Ratings can be confusing. Analysts slap Buy, Strong Buy, Sell, Underp...
Rising Pressure on Profits Darkens Outlook for Tech Shares
Micron Technology is among the companies that have warned about softening PC demand. Courtesy Micron Text size In early summer, I wrote a Tech Trader column previewing the June quarter earnings season...
Tumbling Markets Imperil Tech, the Dollar, and Private Equity
Text size Japan has had to intervene to support the sliding yen for the first time since 1998, even as it tries to keep its interest rates low. Akio Kon/Bloomberg The world has been hooked on cheap mo...