Investing Strategies

November 2022

Earnings Recession: Where to Invest

November 3, 2022TradeSmith Research Team

I prefer to follow higher-frequency, real-time data, like earnings estimates. And right now, this data is forecasting an earnings recession (two consecutive quarters of corporate profits coming in lower than they did a year ago), if not an economic one.

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October 2022

Buy This, Not That: Dividend Aristocrats

October 26, 2022TradeSmith Research Team

In this edition of TradeSmith’s Buy This, Not That, we’ll share three Dividend Aristocrats in our Green Zone and three in our Red Zone, plus a snapshot of each company.

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September 2022

The 60/40 Portfolio Revisited: My Money Is Siding with the 60

September 9, 2022TradeSmith Research Team

I warned TradeSmith Daily readers back in May about this rare simultaneous downtrend in both stocks and bonds. It hasn’t gotten any better since then. And bonds in particular could be a big drag for your investment portfolio going forward.

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August 2022

3 Stocks That Can Help You Fed-Proof Your Portfolio

August 26, 2022TradeSmith Research Team

I don’t have a prophetic vision of exactly how this will all pan out, but I do know that if the Fed is dead set on raising interest rates until inflation is under control, you need the kind of stocks that can not only survive but thrive during economic uncertainty. So, in other words, now is the time to Fed-proof your portfolio. Here’s how to do it.

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