Will the Nasdaq Crash Like it Did in the 2000s?
Our current stock market’s conditions look eerily similar to the dot-com bubble. That resulted in a Nasdaq crash of nearly 80%.
Investors are Shifting to Defensive Stocks
Investors are shifting toward defensive stocks. We can see this in both the lagging … Read more
Mega Cap Stocks are Holding Up a Weak Market
There are mega-cap stocks. And then there’s everything else. In a prior article, I talked … Read more
Stocks Tend to Fall After a Fed Pivot
Many investors are eagerly awaiting a Fed pivot because they believe it will cause … Read more
Equal Weighted Index vs. the S&P 500
Your S&P 500 index fund isn’t doing what it’s supposed to do. Consider an … Read more
Just 3 Sectors Drove the S&P 500’s Performance
I’ve said many times that I don’t like how top-heavy the S&P 500 has become. Among other problems, its market-cap weighting provides a distorted view of the overall market. But if we look at the S&P 500’s performance in March and in the first quarter, we can see what’s actually driving the index.
Equal Weight ETFs Instead of the S&P 500?
The S&P 500 is getting too top-heavy, and that makes equal weight ETFs more appealing than ever.
What’s the Yoga-Mat Risk to Your Portfolio?
The most serious risk to your portfolio is also incredibly simple and boring. That’s what makes it so dangerous.
Two Sectors Trading at Important Levels
The technology and financial sectors are trading at important price levels. Tech could be … Read more
Will More Banks Fail? It Depends on Confidence.
Be very wary of statements from government officials like Fed Chair Jerome Powell. To avoid more bank runs and therefore more bank collapses, they will say anything to instill confidence in American consumers.
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