InvestTalk

Even with rising debt levels, higher interest rates, resumption of student loan payments, and inflation, the economic data seems to show little sign of significant consumer distress.   Today's Stocks & Topics: OTIS - Otis Worldwide Corp., Institutional Ownership, CIVI - Civitas Resources Inc., FCNCA - First Citizens Bancshares Inc. Cl A, Equity Portfolio Allocation, Precious Metals Miners,...

Looking at growth vs value, one analyst claims that some sectors are disconnected from business value.   Today's Stocks & Topics: FL - Foot Locker Inc., Real Rates, Commercial Office Space, Cash, ARHS - Arhaus Inc., SHOP - Shopify Inc. Cl A, TGT - Target Corp., BAC - Bank of America Corp., X - United States Steel Corp.  Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest f...

Promoters claim that pharma, semiconductors, beauty and health products, and other industries might benefit from methods that are not possible to utilize on Earth.   Today's Stocks & Topics: Labor Market is Shifting, Commercial Real Estate, Low Interest, Roth I-R-A Contributions, AMT - American Tower REIT, CCI - Crown Castle Inc., EMN - Eastman Chemical Co., MAS - Masco Corp., HSY - Hershe...

Apparently, the U.S. banking industry has inched closer to another source of turbulence — the risk of sweeping rating downgrades on dozens of U.S. banks that could even include the likes of JPMorgan Chase.   Today's Stocks & Topics: A-I Funds, LEG - Leggett & Platt Inc., XOM - Exxon Mobil Corp., China Growth, BTI - British American Tobacco PLC ADR, STNE - StoneCo Ltd. Cl A, SQM - Socie...

The prediction claims that even if buyers come to terms with high rates, home listings will remain scarce because homeowners will hold out on listing and selling their homes.   Today's Stocks & Topics: Retail Data, China’s Real Estate, MCHP - Microchip Technology Inc., Treasuries, SPYD - SPDR Portfolio S&P 500 High Dividend ETF, MLI - Mueller Industries Inc., Covid Savings Accounts, VU...

The price hikes come as streamers captured a record 38.7% of Americans’ viewing time last month, according to new Nielsen data.   Today's Stocks & Topics: Wal-Mart Earnings, China’s Deflation, VinFast Electric Cars, GOOG - Alphabet Inc. Cl C, Moving Averages, IRT - Independence Realty Trust Inc., STWD - Starwood Property Trust Inc. Our Sponsors: * Check out Anthropic and use my code Claude...

The specifics will depend on several factors but there are benefits and risks to investing in large-cap stocks.   Today's Stocks & Topics: Oil Companies, CRM - Salesforce Inc., BRKR - Bruker Corp., KR - Kroger Co., Inflation Reduction Act, Chips and Science Act, Dividends and Taxes, SMLR - Semler Scientific Inc., META - Meta Platforms Inc., AMC - AMC Entertainment Holdings Inc. Cl A., A-I...

We will look at one of the most common rules of thumb for retirement withdrawals, and why you might think twice before using it.   Today's Stocks & Topics: Retail Sales, Home Building, China’s Big Sale-off, Minimum Distribution Mistakes, LMND - Lemonade Inc., AMD - Advanced Micro Devices Inc., Cach-Out Refinance, AIT - Applied Industrial Technologies Inc., MDT - Medtronic PLC, WM - Waste M...

When banks are pricing a mortgage loan, they rely on a few factors: credit scores, the size of the loan compared with the appraised value of the property, and the interest rates in the economy.   Today's Stocks & Topics: Green Energy, Earnings Season, Oil Companies, PR - Permian Resources Corp., HE - Hawaiian Electric Industries Inc., FTNT - Fortinet Inc., Dividends and Taxes, Diversified...

Insider trading occurs when a person or entity makes a profitable trade based on information that is not available to the public.   Today's Stocks & Topics: CHGG - Chegg Inc., EL - Estee Lauder Cos. Cl A, UNM - Unum Group, Producer Price Index (PPI), Tech Companies, Cost-of-Living Adjustment (COLA), VEA - Vanguard FTSE Developed Markets ETF, Office Building Debt. Our Sponsors: * Check out...

InvestTalk host Justin Klein talks about the markets, money, retirement planning, inflation, the economy, sector performance, treasury debt, and more. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great d...

More big-name investors have shuttered their bearish bets or changed their sad tune—even as the stock market has begun to edge lower.   Today's Stocks & Topics: Housing Markets, Earnings Report, Tax Credits, Student Loans, UPST - Upstart Holdings Inc., CCJ - Cameco Corp., Brokerage Accounts, KRP - Kimbell Royalty Partners L.P. Our Sponsors: * Check out Anthropic and use my code Claude.ai/i...

The pandemic boom in online retail has given way to stagnation and stiffening competition.   Today's Stocks & Topics: 401k and Employees, Amazon to Meet with FTC Officials, Mortgage REITs, PVL - Permianville Royalty Trust, NRT - North European Oil Royalty Trust, SCHD - Schwab US Dividend Equity ETF, ZIM - ZIM Integrated Shipping Services Ltd., CDs, JEPI - JPMorgan Equity Premium Income ETF...

After a fast and furious rally, there are probably still pockets of undervalued opportunities.   Today's Stocks & Topics: Banks, Higher Volatility, TGT - Target Corp., TMO - Thermo Fisher Scientific Inc., CLH - Clean Harbors Inc., PERI - Perion Network Ltd., NVST - Envista Holdings Corp., AMZN - Amazon.com Inc., GOOG - Alphabet Inc. Cl C, NEM - Newmont Corp., CHWY - Chewy Inc. Cl A.   TRIV...

One study has determined that investors have enjoyed greater success by favoring simpler solutions.   Today's Stocks & Topics: U.S. Fiscal Policy, Inflation Data, A-I Companies, BJ - BJ's Wholesale Club Holdings Inc., GOLD - Barrick Gold Corp., DIS - Walt Disney Co., SSNC - SS&C Technologies Holdings Inc., ALB - Albemarle Corp.   Justin's PERSPECTIVE looks at 'select histor...

Layoffs have hurt workers, but a booming artificial intelligence market is giving the industry a renewed sense of optimism.   Today's Stocks & Topics: Bond Rating Agencies, HON - Honeywell International Inc., CLH - Norwegian Cruise Line Holdings Ltd., JNJ - Johnson & Johnson Split, BWA - BorgWarner Inc., Best Investment Options, CRM - Salesforce Inc., Tesla. Our Sponsors: * Check out A...

Any downturn could be exacerbated by the pressure investors have put on companies to keep prices high and cut costs to replicate the abnormally large profit-margin gains of 2021 and 2022.   Today's Stocks & Topics:  Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code INVEST for a great deal: h...

Cars have thousands of parts that come from a branching supply chain of firms-- each dependent on the success of the others-- but automakers are bringing more of their supply chain in-house.   Today's Stocks & Topics: Credit Rating Downgrade, Oil Prices, Foreign Purchasing of U.S. Homes, LDOS - Leidos Holdings Inc., ORCL - Oracle Corp., AGCO - AGCO Corp., Stocks with Two Symbols, DIS - Wal...

Some names are trading at discount prices, but they may or may not be right for your portfolio.   Today's Stocks & Topics: CLB - Core Laboratories Inc., Investing for Kids Future, CUBE - CubeSmart, 529 Plan, AMSWA - American Software Inc. Cl A, VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, Roth I-R-A Contributions, PHM - PulteGroup Inc., MGV - Vanguard Mega Cap Valu...

Slowing inflation gives encouragement to the possibility of an easy let-down and U.S. markets are reflecting a renewed sense of optimism, while other areas indicate ongoing concern.   Today's Stocks & Topics: Jobs Market, Bonds vs. Stocks, PBR - Petroleo Brasileiro S/A ADR, REK - ProShares Short Real Estate, MED - Medifast Inc., QS - QuantumScape Corp. Cl A, GNK - Genco Shipping & Trad...

The changes, for banks with $100 billion or more in assets, are designed to revise rules tied to risky activities including lending, trading, valuing derivatives and operational risk.   Today's Stocks & Topics: 2 nd Quarter GDP, High-Yield Savings Account, GT - Goodyear Tire & Rubber Co., KBR - KBR Inc., Economic Reports, Bonds, VUSB - Vanguard Ultra-Short Bond ETF, Mortgage Insurance,...

Prices are rising again because supply is still very low and current homeowners are reluctant to sell, given that most are paying mortgage rates that are less than half of today’s rates. Today's Stocks & Topics: Cyclical Stocks vs. Non-Cyclicals Stocks, Inflation, MCO - Moody's Corp., ELF - e.l.f. Beauty Inc., Business Cycles, Gross Domestic Product (GDP), BAM - Brookfield Asset Manage...

To understand the dynamics, it's important to evaluate AI's potential impact on portfolio managers, financial advisors, and investment researchers.   Today's Stocks & Topics: Housing Market, Consumer Sentiment, QQQ - Invesco QQQ Trust Series I, Bond Investing, PFG - Principal Financial Group Inc., RILY - B. Riley Financial Inc., Investing Strategy, PLTR - Palantir Technologies Inc....

At least one market strategist is warning investors not to mistake performance for future returns.   Today's Stocks & Topics: Double Tree Capital, Commodities Prices, Secure Act 2.0, PYPL - PayPal Holdings Inc., ACCO - ACCO Brands Corp., HYGV - FlexShares High Yield Value-Scored Bond Index Fund, WST - West Pharmaceutical Services Inc., WW - WW International Inc., AZEK - AZEK Co. Inc., HES...

The U.S. Federal Reserve, Bank of Japan and European Central Bank will all announce key interest rate decisions this week, with each potentially nearing a pivotal moment in their monetary policy trajectory.   Today's Stocks & Topics: ERF - Enerplus Corp., PKX - POSCO Holdings Inc. ADR, SCPL - SciPlay Corp. Cl A, Oil Industry, TTC - Toro Co., HIMX - Himax Technologies Inc. ADR, MGIC - Magic...