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December Stock and Fund Picks

December 21: Winter is now here. More importantly, it appears more and more like an inflection point in the stock markets. The underlying economy is strong and the housing market is even better. Above trend growth is projected into next year and even with the end of the Fed taper and raising short-term rates 3 times, real-interest rates will remain negative. Negative real rates do not portend a recession. The Omicron variant is going to infect everyone, but those who…

November Stock and Fund Picks

November 21: As long as interest rates remain low and the economy is fundamentally sound and growing, nothing of note is likely to cause overly significant market instability. Because equity values are generally stretched, individual stocks and sector oriented funds are the best bet. That said, consider the following stocks for growth: WIRE, DQ, PDCE, BLDR, DFIN, and MC. For dividends and growth: CTRA, GLP, HESM, NEWT, PSX, and XOM. The hottest sector oriented funds over the last 3 months…

October Stock and Fund Picks

October 14: The debt ceiling problem is still a worry while Covid is becoming less so. The fear and greed index is also still in the fear range and so I don't know for sure if the end of September slump is completely over. That said, the fundamental economy is still in a supply-constrained growth cycle and earnings season has just kicked off. Both of these last two are positives for the stock market. As such, I'll cautiously suggest some…

September Stock and Fund Picks

September 12: There are market headwinds building such as slowing economic growth and earnings, Fed tapering, Delta variant wild card effects on jobs and the labor market, and school policy adjustments affecting working parents that suggest a re-assessment of future earning flows. A downward revision in future earnings over the next two years will lead a frothy market to reset to a lower level. Typically, such resets are overdone in the short-run and lead to market buying opportunities. Prior to…

August Stock and Fund Picks

August 24: Inflation still appears as mostly a supply-side phenomenon which is exacerbated from time-to-time by strict, zero Coved tolerance from the Chinese government that leads to shipping port shutdowns. September will see supplemental unemployment end in all States which will ameliorate the supply-side constraints in the U.S. to some degree. The Delta variant is causing more trouble than anticipated but may be ready to peak by the end of August. However, schools pose a problem in that in-class instruction…

July Stock and Fund Picks

July 6: Looks like the stock markets are topped out and dependent on earnings increases to move them any higher. The sector doing the best during the last 3 months appears to be health care as indicated by the first three top ETFs: XLV, IYH, and VHT. The top 5 ETFs include two related to Canadian stocks: FLCA and BBCA. Since the overall market is not likely to move much in the near future, there are still some specific stocks…

June Stock and fund Picks, etc.

June 7: Interested in earning over 8% on USD cash deposits at a quasi mainstream Blockchain/crypto oriented "bank?" Try BlockFI. You can open an account that pays monthly interest as follows: BlockFi has a business model that is quite traditional except for the presence of crypto assets and the blockchain. Of particular interest were the rates being offered by BlockFi on deposits. In addition to earning monthly CEF like income that is protected from market fluctuations, you can trade for…

No longer a Republican

I am repelled by Lindsey Graham and the Trump supporters in the Republican Party. I encourage others who can no longer tolerate the lying, ignorant, KKK affiliated Republican party to also drop out. However, I will also never be a Democrat. Thus, I am now an "Independent." Moderate Republicans leaving the Republican Party will allow for the creation of a new "Centrist Party" comprised of moderate Republicans -- and possibly some moderate Democrats. Compared to political polar opposites it is…

May Stock and Fund Picks

May 6: The mild and steady start for this year should not lead to complacence. Further stimulus and strong corporate earnings portend that a steady-as-she-goes stock market could continue. Recent worries have arisen due to the fear that central banks could start to ease off on monetary support, as the Bank of Canada has begun to do and as Janet Yellen has warned. While the Fed here in the U.S. has remained very dovish, that could change if economic conditions…

April Stock and Fund Picks

New BlackRock fund BIGZ is expected to be like BSTZ and BMEZ as a monthly pay and growth oriented fund. It is selling at about $20.42 as I write. BlackRock Innovation and Growth Trust Investment Strategy Among other things, common criteria for innovative companies across industries may include developing new products, selling in new markets or channels, applying a new or superior technology to legacy industries, refining existing processes for efficiency, changing or pivoting business model, or creating tools that…