Investing Topics: US Economy

A Summer Melt Down before a Later Melt Up

By Elliott H. Gue on May. 25, 2017

The so-called FAANG stocks–Facebook, Amazon.com, Apple, Netflix and Alphabet–are up an average of 28.8 percent in 2017 compared to a 7.5 percent gain for the S&P 500. These large-cap names have paced the index’s gains so far this year. Should any or all of these stocks falter, the S&P 500 could quickly lose altitude.

US Economy Solid, Markets Shakier

By Elliott H. Gue on May. 14, 2017

With little sign the US is headed for recession by the middle of next year, there’s more upside for stocks this cycle. It’s dangerous to sell out too soon and miss out on the final months of the bull market.

Has the Trump Trade Peaked?

By Elliott H. Gue on Apr. 13, 2017

Investor talk has turned against the Trump Trade, and for all the wrong reasons. While a market correction is due, look to the sectors that did well during the post-election period to perform well–making pullbacks an opportunity to buy.

Cautiously Optimistic

By Elliott H. Gue on Mar. 20, 2017

Incoming data reinforce our take that the US economy has strengthened. But technical warning signs and policy concerns mean investors who invest in specific stocks and not the broader market have a better chance of outperforming.

Rising Rates: Buy Financials and Value

By Elliott H. Gue on Feb. 14, 2017

The implications of the US economy moving into a period of stronger growth, faster inflation and rising rates shouldn’t be overlooked. And neither should the newest addition to the portfolio, an addition whose business goes from headwind to tailwind in this new environment.

The Glass Remains Half Full

By Elliott H. Gue on Jan. 28, 2017

This year will be a good year US equity investors, but only if you take an active approach. In that vein, we’re booking profits on one portfolio member and cutting another to hold–protecting profits as sentiment and growth shifts.

Income Investors: Don’t Fear the Fed

By Roger S. Conrad on Jan. 28, 2017

When the Federal Reserve starts to tighten monetary policy, the financial industry dusts off stories about how rising rates are bad for dividend-paying stocks. But past data tell a different story.

Crystal Ball 2017

By Elliott H. Gue on Dec. 28, 2016

We review our 2016 forecasts and look at the out-of-consensus calls and market trends likely to generate market moves and profit in 2017.

The Good Ol’ “Normal” Economy

By Elliott H. Gue on Nov. 29, 2016

A return to a more traditional US economic cycle would be good news for stocks as stronger growth and inflation drive pricing power, revenue growth and higher valuations. But watch these three signals to see if the economy backtracks.

Income Investors: Don’t Sweat Interest Rates

By Roger S. Conrad on Nov. 29, 2016

Dividend-paying stocks have taken a hit during the post-election market rally. Don’t let the conventional wisdom behind the retreat fool you. Instead, take a look at the historical record.

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Elliott H. Gue

Founder and Chief Editor:
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Energy & Income Advisor
Roger S. Conrad

Founder and Chief Editor:
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Yiannis G. Mostrous

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