The “Sahm Rule” activates… The Fed may have moved too slow (again)… What stocks do after a recessionary rate cut… The AI hardware kingslayer starts with a “T”… The latest Quantum Edge hotlist delivers a small-cap buy list… When you should consider smashing the “sell” button… ❖ A bona fide recession signal just hit… On Friday, economists finally got to wipe some of the egg off their face. For much of the past three years, their calls of “recession!” have
Read nowNote from Ashley Cassell, Managing Editor, TradeSmith Daily: Today we’re going to do something different and let you hear directly from the CEO of our parent company MarketWise: Porter Stansberry. Porter believes we may have already seen a peak in stock prices – and that most investors simply won’t realize it until it’s too late. But we at TradeSmith are well prepared for such a scenario. Our battle-tested algorithms help you quickly understand if what we’re seeing is a correction or the
Read nowWe’ve been banging the gong about small caps all year in TradeSmith Daily. Up until two weeks ago, we probably looked a little crazy doing it. The seasonal tailwinds. The valuation. The political climate – volatile as that itself has been… All the factors were in place – except for one big one: The Federal Reserve is later than even we expected on rate cuts. But now that they’re finally talking about it – we have that last piece of the
Read nowThe stomach-turning reality of AI “friends”… AI’s true killer app you need to focus on… Gold and silver quietly rally faster than stocks… Why that’s a market buy signal… The tech stocks on a win streak and what happens next… The expiration date of the bull market is well known… What you need to watch… A special conversation airing tomorrow afternoon… ❖ This might not be on your radar, but it sure caught my attention… Scrolling my X feed on
Read nowInvesting should never be a popularity contest. It should be a profit contest. To generate outsized profits, you must be willing to bet on areas not in the limelight of the media… AND do so with an evidence-rich approach. For years, small-caps were the whipping boy of the market. Investors shunned the group as high interest rates sent capital to mega-cap tech. This trade became so extreme, you’d be met with flying tomatoes if you made a constructive call on the
Read nowHundreds of millions of people around the world use Google every single day. Of those hundreds of millions of people, a lot of them are investors who are involved enough to check stock prices daily. And most of them think of the S&P 500 as the primary stock market benchmark. Therefore, we can assume that at least once per day (probably more), a large number of investors find themselves Googling “S&P 500,” then staring down an image that looks something
Read nowA two-day decline like this sets up a killer short-term return… Here are your top targets… NVDA’s downswing and when to lock in profits… The small-cap trend is here to stay… The money flows confirm it… How Keith Kaplan made a better stock chart… ❖ The recent large-cap exodus got us thinking… The last two weeks were marked by a stunning rotation from large-cap tech to small-caps. In other words, the favorite trade of the past year and a half
Read nowWall Street’s pain trade keeps on trucking. After the June CPI green-lit the Federal Reserve to finally cut interest rates, popular investor positioning has been turned upside down. A wicked reversion trade was set in motion… vaulting small caps to their highest level in over two years. That rebirth in the cyclical trade came at the expense of the most crowded trade of all: mega-cap tech. In just two short weeks, the Russell 2000 surged 8.35% while the tech-heavy Nasdaq
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