What to Know Before Palantir’s Notoriously Secretive IPO
Here we go with another edition of the Money & Markets Week Ahead, where we help you prepare for what’s hitting financial markets soon. It’s a big week for initial public offerings (IPOs) as another highly-anticipated company prepares to go public. Investors will...
Comms Sector Is Booming — Buy, Sell, Hold These Stocks
The communication services sector of the S&P 500 is doing one thing it hasn’t done since late October 2016: Beat its parent index. In fact, since 2017, the S&P 500 has returned 10.8% compared to the sector’s return of just 8.9%. But if you look at the indexes...
Too Late for Aurora Cannabis’ New CEO to Right This Sinking Ship
Every week, my team and I ask you to send us feedback, request cannabis stocks to cover and more on our YouTube channel. Massive thanks to friend of the podcast Chris, who commented on last week’s Marijuana Market Update video: Chris, absolutely! This week, the focus...
Answers to Your Green Zone Ratings Questions
We are always looking for ways to improve Money & Markets as your go-to source for investing. And that’s part of the reason we launched this new “Feedback Friday” feature. We want to hear from you on how we can make Money & Markets even better. And this gives...
Money & Markets Watchlist
Comms Sector Is Booming — Buy, Sell, Hold These Stocks
The communication services sector of the S&P 500 is doing one thing it hasn’t done since late October 2016: Beat its parent index. In fact, since 2017, the S&P 500 has returned 10.8% compared to the sector’s return of just 8.9%. But if you look at the indexes...
Too Late for Aurora Cannabis’ New CEO to Right This Sinking Ship
Every week, my team and I ask you to send us feedback, request cannabis stocks to cover and more on our YouTube channel. Massive thanks to friend of the podcast Chris, who commented on last week’s Marijuana Market Update video: Chris, absolutely! This week, the focus...
Answers to Your Green Zone Ratings Questions
We are always looking for ways to improve Money & Markets as your go-to source for investing. And that’s part of the reason we launched this new “Feedback Friday” feature. We want to hear from you on how we can make Money & Markets even better. And this gives...
The Top Green Zone Stocks in This Tech Disruptor Sector
Buying an exchange-traded fund (ETF) can be a great way to gain diversified exposure to a specific sector, industry group or investment “theme.” You can buy a whole basket of individual stocks with just one click of the mouse (or tap of the finger). For instance, in...
The Bull & The Bear: 2 Winning Stocks Tell a Different Story Now
I’m kind of a data geek. Ever since I was a budding sports reporter in high school, I’ve always liked being able to use data and numbers to tell a story. But the one thing about data and numbers is that they can change. It means that a story told in March can be...
Subscriber’s Biotech Buy Is Up 79% — and Climbing!
Let’s celebrate another subscriber’s investing victory with this week’s installment of “Success of the Week!” With the threat of COVID-19 still looming across the United States and pressure mounting for a safe, affordable cure, many are looking to biotech for answers....
Grab an 8% Raise With This Healthy Dividend
High dividend yields are seductive. They can also be a siren song for income investors who buy in, only to get crushed when the high yields prove to be a value trap. Of course, not all high yields are a warning sign, and I regularly recommend high-yielders....
Negative Interest Rates Bullish for Crypto — and Gold
Wow, the Bank of England discussing negative interest rates. If they adopt this, they would be paying you to borrow. You couldn’t buy a better advertisement for #Bitcoin but u can take their money and go long bitcoin 😂🚀 https://t.co/Bjdos2Ml2l — Tyler Winklevoss...
What to Know Before Palantir’s Notoriously Secretive IPO
Here we go with another edition of the Money & Markets Week Ahead, where we help you prepare for what’s hitting financial markets soon. It’s a big week for initial public offerings (IPOs) as another highly-anticipated company prepares to go public. Investors will...
Trump vs. Biden: One Is Better for Banks — but a Bigger Threat Looms
I wrote a couple of weeks ago that the outcome of the November election will matter a lot less to the stock market than most believe. Historically, the stock market has performed similarly, no matter which party controls the White House or Congress. Most annual...
Buybacks Are Not a Cure-all: How to Spot the Best — Tweet of the Week
Michael Gayed, CFA, brought up an interesting point this week about share buybacks. YTD buy-backs have not created value for shareholders. Companies that have bought back at least 5% of outstanding shares in the last 12 months ($PKW) have underperformed $SPX and are...
Money & Markets Week Ahead: What to Watch on Wall Street
The week of September 14, 2020: This is a relatively light week for corporate earnings as the second-quarter earnings season winds down. One report to note is for Aspen Group Inc. (Nasdaq: ), which reports earnings on Monday. We...
Pot Stock Trades Under $1 — But Red Flags Say Don’t Buy
One of my favorite parts about working for Money & Markets is researching your requested cannabis stocks and running them through Adam O’Dell’s Green Zone Ratings system. Research is important in this sector because, as I’ve mentioned, when comparing cannabis...
The Bull & The Bear: The Year of the SPAC — What They Are and Why They Matter
They have been around since the early 2000s, but special purpose acquisition companies (SPACs) have started to become all the rage in the field of initial public offerings. You see, in 2015, only 20 SPACs went public. That number jumped to 59 in 2019. Now, more SPACs...
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Why the Fed Isn’t Worried About Inflation
The Federal Reserve updated its economic projections this week. It confirmed what traders expected. The Fed plans to keep interest rates at zero at least through 2023. One analyst told CNBC this shows the helplessness of the Fed: “What they’re saying is these are our...
4 Reasons Deflation Is Here to Stay
You might have noticed the price of gold spiking to new all-time highs lately. We’ve covered it quite a bit on Money & Markets, and the general consensus around here is that the barbarous relic is likely to go a lot higher. Investors view gold as an inflation...
Not Your Grandfather’s Real Estate: Grab This Fund on the ‘Cheap’
The COVID-19 pandemic has wreaked havoc on America’s landlords. I never thought I would see a time in which real estate investment trusts (REITs) reported “percent of monthly rent collected” to their investors, but that’s where we are today. Those trends are looking a...
These Companies Benefit as Closures Become Stark Reality
Business review site Yelp reports 132,580 businesses closed from March 1 to July 10: You can see in this chart that the number on the left-hand side had been higher. You would think that is a good sign. But it’s misleading. When we first put the brakes on the economy,...
COVID Broke the Economy — Low Interest Rates Won’t Fix It
I’m being polite when I say that 2020 has been challenging. It's more accurate to say it’s been a punch to the gut, particularly if your business centers on anything in the entertainment and leisure segment. When you hear that the COVID-19 pandemic “changed...
1 Asset to Preserve Your Wealth as Threat of Collapse Grows
Emma’s Note: Emma Walsh here, managing editor of the Diary. This guest edition comes from Bill’s coauthor on The Bonner-Denning Letter, Dan Denning. Below, Dan shows us why the Federal Reserve’s intervention in the corporate and government bond markets is increasing...
Will the Fed’s Money Printing Trigger the Next Great Depression?
Federal Reserve Chair Jerome Powell and San Francisco Fed President Mary Daly both recently denied that the Federal Reserve’s policies create economic inequality. Unfortunately for Powell, Daly and other Fed promoters, a cursory look at the Fed’s operations shows that...
Generate Safe Income — and Use Bonds to “Buy the Dip”
Around the office, people know me as the “income guy.” A large share of my investment research is geared toward generating money you can use now. Capital gains (aka rising stock prices) are ultimately outside of your control. Stocks tend to rise over time, or at least...
Retirement Tip: Max Your 401(k) Before Your Kids’ 529 Plan
You’ll have to excuse me while I brag a little. My daughter Gabriela was born on Thursday and just came home from the hospital on Sunday. Mother and baby are doing great! My house is total chaos at the moment, serving as a nursery, an office and a school for my two...
Refinancing Reveals a Powerful Debt Strategy
I’m refinancing my house. The process is a beat down. The mortgage broker now knows more about my personal finances than my wife does. But with rates where they are today, it was worth it to me. My refinance rate is less than 3%. I was paying 4% before, which is still...
The Worst 401(k) Advice I’ve Ever Seen
I don’t like to pick online fights. There’s far too much of that going on these days. But I was ready for digital fisticuffs after reading what may be the worst financial advice ever today. And I’d be doing the world a disservice by not pointing it out. Writing for...
Buy This Fund If You Hate Paying Taxes
I hate paying taxes. I hate it to the point of getting ideological about it, and I do everything legally possible to reduce my tax footprint. I make the maximum contribution allowed to my 401(k) every year. I dump money into a Health Savings Account. And I keep track...
2 Ways to Avoid Cutting Your Retirement by 30%
Saving enough for retirement is one of the most important goals you’ll ever set. When figuring out how much we need to save, we see big numbers like: $500,000 $1 million $2.5 million But you have to keep your own life situation in mind when creating your retirement...
How to Make the Most of Social Security When Filing Early
One of the most important decisions you make in retirement is when to claim Social Security. You can boost your monthly checks by around 30% if you file at age 70. On the other hand, filing at 62 (the earliest eligible age) will cut your benefits permanently by around...