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September 2017 Stock State

September 8 update: Earnings are strong as are profits and the underlying economy. Yet there are potential problems with which we must consider. First, it is September. Typically, stocks do well up to about the middle of September and then tend to sell off such that the month ends in the red. Some technical analysts suggest that Monday the 18th could be the day selling begins in earnest. Look out below . . . and then buy because October -…

August Stock State: Market Outlook and Strategy

August 9, 2017 update: Two things that matter: 1) August is typically a negative month for stocks. 2) Geopolitical risk related to N. Korea causes investors to take money out of the market. You can choose to ride out August if you believe, like I do, that the last quarter will reverse course and be strongly favorable. You can hold more cash and buy gold and silver as well. I'd also hedge my bets and buy a 3x leverage inverse…

July Stock State: Outlook and Market Strategy

Outlook and Strategy for June 7, 2017. Sell-offs or market adjustment in high-flying tech and semiconductors is noticable. Stocks such as ATVI, EA, ADBE, RHT, ADSR, MU, PYPL, NVDA, LRCX, and AVGO have had the fastest run-up and are at the greatest risk for a sell-off or correction. Howver, the bigger name FAAMG stocks that include Google, FB, Netfix, and Amazon have led the sell-off. Questions to ask are 1) are these stocks over valued, 2) what are the implications…

June Stock State: Market Strategy and Outlook

June 2, 2017 update: Markets are gaining momentum. As of this Thursday and Friday, a risk-on appetite from strong labor market data and positive expectations among businesses and consumers led to put more money into smaller, riskier growth stocks. This is a good sign. Moreover, it reinforces the prospects for a continuation of the current bull-market in stocks. Except for the stock market, the economy has been on a recessionary trend the last 8 years. It is the improvement in…

The Stock State: Market Outlook and Strategy

After a strong run-up from the November election and through February, the market was up on a "Trump Bump." Personally, I thought the "Trump Bump" was more of a celebration over the discontinuance of anti-market policies put in place by an Obama administration that never understood how a market economy works. Hilary Clinton would have continued those same misguided policies for the same reasons. That Clinton lost and the anti-market policies ended was reason enough for the stock market run-up.…

What about the Current Economy and Markets?

The supply or production side of the economy driven by individual and business interests was for about eight years due to anti-business and anti-private sector policies.  The rationale for these policies was a socialist agenda coupled with a lack of understanding of how a market based economy (i.e., capitalism) works.  The result was slow and declining rates of economic growth on the supply-side of the economy because business expectations for a payoff to investment were lacking.  For example, recent data…