A friendly reminder about “broken clock” permabears…Earnings season kicks off…A big, volatile report in sight this week…Here’s two ways to trade it…Seasonality standout trades to watch…Keep your eyes peeled this afternoon for some words from Keith on a major tech breakthrough…
Read nowI have a friend who’s been investing for as long as I’ve been alive – specializing in small-cap tech companies that went on to dominate the field. That makes him both the guy to talk to about tech innovation and investing in that innovation. As he puts it, we’re set to enter a “Real AI Boom” that’s shifting capital away from the mega-cap chipmakers that have dominated the last two years… and into the smaller, niche companies using generative AI to make their businesses more efficient, if not reinvent them entirely.
Read nowLast October marked the bottom in the S&P 500, with both it and the NASDAQ 100 each up roughly 42% from the lows. Today we’ll add to this seasonal tendency by highlighting one less-covered area set to thrive: Mid-cap stocks.
Read nowNuclear stocks lift off, but be careful…Big tech bandwagons on small modular reactors…Jason Bodner’s Big Money Index goes overbought…These are the top mid-caps to own through year-end…All signs point to a second-wave AI boom starting right now…
Read nowRight now might be the best time to buy stocks in years. Jason Bodner, our growth-investing expert, has the proof, which you can see for yourself in the video below. He sees a huge rally setting up through 2025 and even into 2026.
Read nowNote from Michael Salvatore, Editor, TradeSmith Daily: If you watched my interview with Jason Bodner yesterday, you know we’re mega-bullish on stocks through next year. We see little reason why they can’t put on another crowd-stunning rally. But that won’t be the case for everyone. Truth is, you need to act soon – more like right now – if you’re going to make the most of what’s coming. And we don’t mean double your monthly contribution to a plain jane
Read nowIn This Digest: A mixed-message study hit my inbox Friday morning… If we take it at face value, we can resign ourselves to three years of poor stock market returns. Or, if we think a bit more deeply about it… there’s an opportunity hidden within. Let’s take a look at the data, from Apollo Global: Each green pip on this scatter plot is a three-year annualized return of the S&P 500, based on a monthly forward price-to-earnings ratio reading. The
Read nowToday I’d like to point you to one powerful indicator that will alert us to when a healthy pullback is afoot. If you missed the big bullish wave the past year... keep reading. Because you might get that buy-the-dip opportunity before year-end.
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