Free eLetters

April 2024

Last Quarter’s Biggest Loser Could Be a Winning Play 

April 9, 2024TradeSmith Research Team

By Lucas Downey, Contributing Editor, TradeSmith Daily With the first quarter in the books, it’s a great time to sharpen our pencils, jot down what we learned… and consider what could lie ahead.  We’re asking the history books a few questions today:  1. As we enter Q2, which sectors historically hold up the best? Given my latest love for the Energy sector, will it turn out to be a good wager for the next few months?  Read on and you’ll find

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Big Opportunities in the Foundation of our Tech-Driven World

April 8, 2024Lucas Downey

Few things in life are certain, but we know that the world will need more and better semiconductors in the future. And that’s a big opportunity for investors. Just look at how the three biggest semiconductor companies have done in the last six months…

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Stocks Just Chipped a Tooth on the Steering Wheel

April 8, 2024TradeSmith Research Team

Thursday’s intraday reversal was odd… But rarely something to fear… Commodities take center stage in Trade Cycles… Jobs report delivers some “good bad news”… Jonathan Rose hedges the mini-bloodbath for as much as 500% gains… Earnings must deliver all good news this season…  By Michael Salvatore, Editor, TradeSmith Daily Stock market investors were happily plodding along in their station wagons on Thursday.  Sun shining… birds singing… All seemed well. The Nasdaq was up 1% on the day and hanging out there with

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This Could Break the Banks… and the Election

April 7, 2024TradeSmith Research Team

Note from Michael Salvatore, Editor, TradeSmith Daily: There’s little substitute for experience, especially when it comes to markets.  That’s why, whenever I need a grounded and fact-based take on the macro level, I turn to Louis Navellier.  Louis has been a market operator for over four decades, and in that time has demonstrated not just a deep understanding of what makes the global economy turn, but the best opportunities to make market-beating returns within that economy.  Today, I’m sharing a recent piece

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It’s That Time of Year Again: Quant Ratings on 3 Tax Stocks 

April 6, 2024Lucas Downey

Consider this a friendly push to get your taxes done if you haven’t already. It does feel awfully good when you finish. And instead of just using programs and companies to alleviate some of the tax preparation pain, let’s look at a few stocks using my Quantum Edge system to see if any are also good investments… maybe with your refund (if you’re one of the lucky ones). The first two companies are well-known when it comes to taxes. The third might surprise you.

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Stop Driving Your Car Without Brakes 

April 6, 2024TradeSmith Research Team

Note from Michael Salvatore, Editor, TradeSmith Daily: In a three-hour period last Thursday, all of the unrealized portfolio gains I saw over the course of a week evaporated before my eyes. It was uncomfortable, to say the least. But I didn’t panic sell. Because I know that letting your emotions guide your investing is about the worst thing you can do. This experience got me thinking about this essay from our CEO, Keith Kaplan, who demonstrates perfectly how to avoid

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The A.I. That’s Always with You

April 5, 2024TradeSmith Research Team

Get ready for the “death of smartphones”… Energy continues to outperform… What the A.I. future will need more than anything else… Biden’s tight spot on gas prices… Trading the market of today to outlast whatever’s coming tomorrow… A can’t-miss earnings report drops in 9 days…  By Michael Salvatore, Editor, TradeSmith Daily Ask 10 Americans what A.I. looks like right now, and nine of them will probably describe something like ChatGPT.  Less often they’ll mention image creation models like DALL-E… and there’s

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Beware of These Big Gainers – At Least Most of Them

April 4, 2024Lucas Downey

It’s always interesting and fun to look back at the recently concluded quarter to see which stocks really killed it. To be honest, the quarter’s big winners are often stocks I’ve seen multiple times in my quant system’s screens and analysis. Sometimes, though, I scratch my head.

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When Wall Street Yawns, It’s Time to Do This

April 4, 2024TradeSmith Research Team

Investors are giddy. After a 10% rise in the S&P 500 in the first quarter, I can’t blame them. Day after day we’re getting more and more analysts upgrading their price targets. Finally, the crowd is in full force behind the mammoth rally. That is, the mammoth rally in large-cap stocks...

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The Cost of Greed

April 3, 2024TradeSmith Research Team

There was a moment, not too long ago, when the suspiciously fidgety, mop-topped, sloppy-dressed Sam Bankman-Fried was the wunderkind king of the crypto world. His trading platform, FTX, was worth tens of billions of dollars. He was worth tens of billions of dollars. And whatever he touched turned to gold.

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Power Trends+ Video: The Good, the Bad, and the “Just Okay” 

April 2, 2024TradeSmith Research Team

So far in our free video series Power Trends+, we’ve shown you what makes a good stock… and dug into the data to show you exactly why. But it’s important to also know what makes a bad stock. One that should send you running – at least for the moment.

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Research Review: The Latest from Freeport Society

April 1, 2024TradeSmith Research Team

By Michael Salvatore, Editor, TradeSmith Daily I showed you at the start of 2024 how American investors overwhelmingly buy American stocks, shunning most anything outside our borders. And for the past decade and change, that’s been a good bet. On the whole, U.S. stocks have well outperformed any other global market. Though, that tide has spent many years going out. A reversion to the mean may be in the cards… and soon. To play this trend, you can buy ETFs of certain country

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