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This Stock Grows by 12% and Yields 6%, But You Won't Like It

Sberbank is the largest bank in Russia, and one of my top long-term aggressive stock ideas.
By Lyn Alden Schwartzer

The Industrial Slowdown Continues Into September

Industrial activity in the United States continued on a downward path through the end of August with industrial production growth falling to a 31-month low.
By Eric Basmajian

Aimmune's Palforzia: The First Potential FDA Approved Oral Immunotherapy For Peanut Allergy

The FDA's Adcom panel voted on Friday to approve the use of Aimmune Therapeutics (AIMT)'s peanut desensitization therapy in children and teens with peanut allergy.
By Bhavneesh Sharma

This Week's Data: Implications for the Fed

This has been an interesting week for economic data. The general implication is hawkish for Fed policy and supportive of a shift in overall asset allocation. Let’s take a closer look.
By Jeff Miller

A Look at Some Global Cash Cows

The ICOW ETF is probably the most interesting in my view, because the financial sector has been my biggest concern with the ex-US developed world for the past few years. This vehicle provides a potential way to gain that exposure for those that want it without the bank and insurance companies in those regions.
By Lyn Alden Schwartzer

Trend Toward Crypto Gaming

One trend in cryptocurrency I am watching fairly closely is crypto gaming, which can ease the "get paid to play" environment and help eliminate fraudulent transactions.
By Ryan Wilday

Three Small Cap, Developmental Stage Biotechs Using AI/ Machine Learning In Drug Discovery

The use of Artificial Intelligence (AI) and Machine Learning (ML) in the field of drug discovery has exploded in recent years. Here are some examples of developmental stage small-cap biotech companies using it in drug target discovery.
By Bhavneesh Sharma

The Strong Long: Finding The Next Opportunity

In the 2000 bubble nearly all of my professional trader friends shorted the market -- sometimes repeatedly. I know only one who had a successful short; it worked mostly because of good guessing and an impulsive move.
By Jeff Miller

A Downshift In Employment Growth

The employment situation report for August confirmed that the US economy has downshifted, experiencing decelerating rates of growth, which has translated to a significant slowdown in labor market growth.
By Eric Basmajian

Long-Term International Expectations

Decades of evidence show that cheaper markets tend to outperform expensive markets over the long-term. It’s a hard thing to do in practice, and feels painful during some years, but allocating capital to regions around the world that are cheap and out of favor historically works very well.
By Lyn Alden Schwartzer

ISM Contraction - Market Analysis on Sep 3rd, 2019

Today's ISM manufacturing report dipped to 49.1, attracting plenty of attention since it is the first contraction in manufacturing in over three years.
By Jeff Miller

Investment Rationale For MeiraGTx, Gene Therapy Company and Acquisition Candidate

Shares in gene therapy company MeiraGTx (MGTX) are up 2x this year and have pulled back 30% from 52-week highs. I expect the upside momentum to resume considering upcoming data releases.
By Bhavneesh Sharma

Church & Dwight: An Example of the American Valuation Premium

I’ve been watching Church & Dwight (CHD) for a while now, because it’s one of my favorite consumer staples stocks. But the sector is looking rather stretched, and Church & Dwight is not much of an exception.
By Lyn Alden Schwartzer

More Reason To Invest In Invesco

As passive investments continue to take over the market, we will see market movements more a cause of stock movements. For Invesco (IVZ), this is good.
By Kirk Spano

Yield Curve Inversions Deepen

As the inflation cycle downturn and the growth rate cycle downturn persist, with the Fed seemingly unwilling to guide towards a more aggressive rate-cutting path, yield curve inversions have intensified.
By Eric Basmajian

Crude Oil- Pulled In Opposite Directions

The oil market looks like the price of the energy commodity is heading lower, but it is not all that simple from a fundamental standpoint. Recession is bearish, but Iran is bullish. The news cycle could cause lots of volatility in the world’s most ubiquitous energy commodity before it decides on a price direction.
By Andy Hecht

Current Strategy and Tactics

Here are some conclusions I have reached with a high degree of confidence on the macro picture, plus a few stock and sector ideas thrown in. 
By Jeff Miller

Kohl's Analysis After the Dip

Our final in a series of articles about the retail industry focuses on Kohl’s (KSS), which reported earnings today and dropped by about 7% to about $45/share. It is potentially a deep value opportunity, but one that comes with considerable risk.
By Lyn Alden Schwartzer

Shorting Solid Biosciences Stock (SLDB)

Solid Biosciences (SLDB) stock was up 43% on Friday after an upgrade to Buy by Chardan Capital’s analyst Gbola Amusa. Meanwhile, insiders have been selling the stock all year, including the management.
By Bhavneesh Sharma

In Risk-Off Markets All Asset Prices Tend To Go Lower And Create Opportunity

History teaches us that the best time to buy stocks and commodities is when fear reaches a peak. For the coming weeks and months, tight stops and discipline will allow for bargain hunting when others are calling market swoons financial Armageddon.
By Andy Hecht

Tapestry’s Massive Sell-off: Opportunity or Trap?

Earlier this month, I wrote a broad overview of the struggling retail industry, where I discussed the various problems affecting certain retail companies, including Tapestry (TPR), whose stock is down 20% after reporting earnings today.
By Lyn Alden Schwartzer

Aurinia Pharmaceuticals (AUPH): Trading Strategy Ahead of Phase 3 Trial Results for Lupus Nephritis Treatment

The company's Phase 3 trial results for voclosporin in treating lupus nephritis (LN) will likely come in November.
By Bhavneesh Sharma

Bullish Bonanza In Precious Metals

Over the past week, both metals rallied to higher highs as the buying continues to usher in a new era of luster for gold and silver.
By Andy Hecht

My Favorite International ETF

Vanguard’s newer International Dividend Appreciation ETF (ticker: VIGI) is an international ETF I like a lot going forward as part of a diversified portfolio. It invests in international companies that have at least 7 years of consecutive annual dividend growth.
By Lyn Alden Schwartzer

Causal Modeling for Current Economic Issues

Everyone in the investment world knows that correlation does not equal causation. That knowledge does not inoculate them against errors!
By Jeff Miller

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