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It’s the turn of the year. So, the financial media are full of forecasts and retrospectives. A common meme is that no one saw the huge 2023 bull market gains coming. Here are a few headlines from the Wall Street Journal: What Did Wall Street Get Right About Markets This Year? Not Much Almost no […]

Back on October 12 last year, I said go all in. It was time to buy. You can see this outlook here. Since then, the S&P 500 is up 25% and Nasdaq is up 34%. So, that was a pretty good call. But what’s my take now as the market hits some downside volatility? Buy […]

Back on January 9, 2023 I suggested going long the Mega Cap 8, in my stock letter. This meant GOOGL, AMZN, AAPL, META, MSFT, NFLX, NVDA, TSLA. As of the close June 2, 2013 they were up 68.2% vs. 12% for the S&P 500 and 24.8% for Nasdaq. The best two performers were NVDA and […]

Who knows if we will be in a sideways market for a while. But the possibility serves as a good reminder of a key investing tactic that everyone should use. Own dividend yield stocks. The reason: Over the long run (since 1936) dividends contribute 37% of the S&P 500 total return. You don’t want to […]

Back on July 13, 2022, I suggested Forma Therapeutics (FMTX) in in my stock letter in the mid-$8 range as part of a select group of eight cash-rich biotech names which I called the Cash Rich Biotech 8. I selected them out of 120 possible cash-rich biotech names to consider. They were already doing quite […]

Biotech is back. The XBI is up 43% since I wrote a bullish column on the sector June 17 at MarketWatch, outlining seven reasons why the sector was a buy. You can see the column here. Can the rally continue? Short answer: Yes. I offer six reasons below. But first, I wanted to check to […]

Hey investors and traders, it’s time to override your emotions and get cautious on the markets. Otherwise, you might get laid low by a sharp pullback. The stock market is much more vulnerable to one now. Crowd sentiment is very bullish and insiders are quite cautious. This is not a good combination. Here’s more detail. […]

MarketWatch gives me the great opportunity to regularly interview smart people about the stock market and learn some key investing lessons. How do I know who the smart players are? After all, the stock market attracts a lot of hucksters, mediocre people, and grifters. For mutual fund managers, I apply what I call the Morningstar […]

Energy stocks are on fire. But this move is just getting started. They could be up another 50% a year from now, in the “melt up” scenario I foresee for the economy. I don’t know what they will do tomorrow or next week, but any weakness is an opportunity to add. Here are six reasons […]

I spend about 20% of my time researching cancer therapy companies. I’ve done quite well investing in them. In my stock letter, I’ve suggested many 5-20 baggers. As my subscribers know, I have a multifactor model that is good at finding the winners in biotech. I expect many more winners in cancer therapy. About five […]