Mon July 17, 2023

Market focus shifts to 2Q23, which should be overall solid given weaker USD. Financials focus, representing 27 of 61 reporting this week. 13 Financial stocks that could gain next few weeks

NEW: SECTION (ABOVE) ADDED IDENTIFYING KEY RECOMMENDATIONS AND SUPER GRANNIES ________________________________________________ _THE NEXT KEY MACRO EVENT IS THE FOMC MEETING TWO WEEKS AWAY. SO MARKETS WILL DIRECT ATTENTION TO 2Q23...

Wed June 14, 2023

Divergences Likely to Persist

Well, it seems that the ball game is over, and the bulls have clearly won.  Inflation is dead, the Fed should be easing anytime soon, the expected recession has been...

Thu March 24, 2022

Five of Our Favorite Stocks With Pricing Power

Pricing power is a key consideration in markets subject to inflation risk. There are several ways companies can achieve pricing power, by selling essential components, having strong brand value, or...

Thu December 16, 2021

S&P Global ($SPGI, $476.83): A Titan of Data Is Born

S&P Global ($SPGI) is one of the “big three” rating agencies and is an established and leading provider of financial data solutions.US Regulators have just conditionally approved a merger with...