The S&P 500 may be ‘one decent day of gains’ away from a ‘breakout’

Tuesday’s 237-point advance in the Dow industrials could be dubbed the triple Johnson rally — as earnings (from Johnson & Johnson JNJ, +2.23% , among others) and report of Brexit progress (Boris) cheered traders. Peter Schultz, author of the Winning Secret newsletter, looked at the market’s moves and says it’s time to turn bullish. He says if the 3020 level on […]

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How stock market investors are preparing for the Trump impeachment battle

It’s the natural instinct of seasoned investors to ignore politics, as the vast majority of Washington grandstanding is just that — talk that will do little to change the fundamentals of corporate profits and stock valuations. But such impulses could be less prudent in a year when the stock market has been driven almost entirely by monetary policy and the […]

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This economy is just like the one Trump ran against in 2016 — except one thing

We don’t yet know how Democrats will run against President Donald Trump’s economic record. But we know exactly, after Friday’s jobs report, how Donald Trump would run against it. That’s the cleanest political-economic takeaway from the news that the economy added just 130,000 jobs in August, about 40,000 short of expectations and undermined further by weak details in the report. […]

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Stock dividends offer more yield than 30-year Treasury bond for first time since 2009

Here’s another consequence of the rally in government bonds that’s sent yields crashing around the globe — U.S. stocks now offer more yield than the 30-year U.S. Treasury bond. As the chart below, going back to 1977, from Bespoke Investment Group highlights, the Tuesday move marked the first time since the financial crisis that the dividend yield on S&P 500 […]

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Here’s what it takes to weather a major bear market and then buy stocks on the cheap

Perhaps the most important key to the long-term success of your stock market strategy is whether you will stick with it through a bear market. That’s because you can have the theoretically best strategy on the planet and still lose money if you bail at the bottom of the next bear market. Yet determining your bear-market behavior is surprisingly difficult. […]

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Yep: Wall Street is now chasing the market

Fascinating new data from Bank of America shows how terrified money managers are chasing the stocks that have already gone up, in the hope of not getting fired for missing the latest rally. “Active investors are now “buying what’s working” more aggressively than usual,” write the bank’s quantitative data team in a new report. So-called momentum stocks, meaning the stocks […]

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Grocery Outlet’s off-price model is poised for growth — as long as the shelves stay stocked

Grocery Outlet Holding Corp. is poised for growth, according to Morgan Stanley analysts led by Simeon Gutman, as long as the off-price grocer can keep goods on the shelves. Morgan Stanley was among at least four analyst initiations for Grocery Outlet GO, +4.64%  on Monday; analysts there rate the stock equal-weight with a $30 price target. Grocery Outlet shares began […]

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