Marketmail

Facts Will Drive Out Rumors

Week of April 23, 2018

Treasury yields for 2-year for 5-year notes have risen significantly. The Fed does not want to invert the yield curve, since that would be devastating to the banks they regulate, so if market rates rise and inflation pressures continue, the Fed will likely feel forced to raise rates on June 13.

Facts from Earnings Reports Will Drive Out Rumors & Fake News by Louis Navellier April 24, 2018 All the major indexes rose last week, but Apple’s woes apparently spooked a lot of investors. Even though I do not own Apple (I instead own some

of Apple’s suppliers), I want to assure everyone that the semiconductor companies I own are all forecasted to post very strong first-quarter sales and earnings, and they are not characterized by analyst cuts. Unscrupulous short sellers have been… Read More

Trade War is Averted

Week of April 16, 2018

The S&P 500 rose 2% last week as fears of a new trade war faded after Chinese President Xi Jinping adopted a more conciliatory tone toward raising tariffs. That threw cold water on the overblown fears that the financial media had so relentlessly propagated over the last few weeks.

Trade War is Averted After China’s Xi Adopts a Conciliatory Tone by Louis Navellier April 17, 2018 The precision air strikes by Britain, France, and the U.S. early Saturday morning in Syria appear to be designed to avoid any escalation from an

Iranian or Russian response, but Russia has vowed that there will be “consequences.” So far, it appears there is minimal risk of a major escalation. Meanwhile, the S&P 500 rose 2% last week as trade war fears faded after Chinese President Xi… Read More

Lows Push Yields Higher

Week of April 9, 2018

The S&P 500 has now retested the February 8th lows multiple times, bouncing back each time. Since the S&P’s annual dividend yield is now around 2% and is taxed at a far more favorable rate than the 10-year Treasury bond yield, the stock market will naturally rally on most pullbacks.

Market Lows Push Dividend Yields Higher by Louis Navellier April 10, 2018 The market careened up and down last week – with the S&P 500 falling 2.23% on Monday, then rising 3.13% from Tuesday through Thursday, only to fall 2.19% on Friday.  I

recorded podcasts three times – on Monday, Wednesday, and Friday – due to three more attempted “retests” of the February 8th lows.  On my Wednesday podcast, I was a bit testy, since the stock market sold off on the retaliatory China tariff news, but… Read More

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