Economic Outlook

Trump And Biden: How The Stocks Divvy Up

Posted by Josh Owens

on Thursday, 1 October 2020 10:45

Stocks are just as polarized as people these days. After all, the market is mostly run on sentiment, so it only stands to reason.

Whether you’re a Trump supporter or a Biden supporter, a die-hard Republican or no-questions-asked Democrat (because there’s no in-between anymore), stock picks tend to align with political “ideals”.

And for those who are true market players, the game is on to identify those stocks that could end up being big winners or losers coming out of the November 3rd presidential elections, assuming the market emerges unscathed as a whole.

Below are our Top 10 picks based on a Trump or Biden victory in November:

The Trumpite’s Stock Portfolio

In the event of a Trump victory (a real one, not a “refuse-to-step-down version), the stocks that could end up gaining nicely are likely to be found in the energy and financial sectors from a de-regulatory point of view, as well as among those companies who have already raked in coin from the Trump administration’s corporate tax breaks…CLICK for complete article

The Elephant in the Room

Posted by Martin Straith, The Trend Letter

on Monday, 28 September 2020 9:22

Every so often we review the latest debt numbers as tracked on the US Debt clock site. These numbers are US based, but the story is similar all over: governments have been racking up massive debts for decades and now with COVID-19, they are accelerating this practice to unprecedented levels…Click for full article.

A Good Weekend For The Media – Stephanie Levitz Pt 1

Posted by MoneyTalks Editor

on Sunday, 27 September 2020 12:40

CLICK HERE to watch

A Good Weekend For The Media – Pt 2 Neetu Garcha

Posted by MoneyTalks Editor

on Sunday, 27 September 2020 12:37

CLICK HERE to watch

Fed Stimulus Has Created The “Cobra Effect”

Posted by Lance Roberts

on Monday, 14 September 2020 9:38

With the late week sell-off, we have updated our risk/reward ranges below. Unfortunately, the market failed to hold its breakout, which keeps it within the defined trading range. The market did hold its rising bullish uptrend support trend line, which keeps the “bullish bias” to the market intact for now.

The “not-so-bullish” aspect is that all four (4) of the primary buy/sell indicators have now tripped into “sell” territory. Such does not mean an imminent crash for the market. It does suggest upside is limited in the near term. 

Tech Extremes

Currently, we are focusing our attention on the Nasdaq, which is currently being driven by the 5-largest mega-cap names. As discussed in this week’s #MacroView, the “Tech Bubble” is back in terms of technical deviations from long-term means. As shown below, whenever the Nasdaq trades at 3-standard deviations above its 200-dma, prices always correct.

Most of the time, the corrections come very quickly. However, there are a few occasions where the payback was NOT immediate. Such lured investors into more risk before the reversion eventually came…CLICK for complete article