Investing

Read original commentary on some of the best investing strategies and tools you need to succeed in today’s market.

CEF Connect #1 Resource – Top Tips, Tricks & Hacks

CEF Connect #1 Resource – Top Tips, Tricks & Hacks

CEF Connect is the go-to place for investors looking to research closed-end funds. However, many find the site difficult to navigate. In this article, we share tips to help investors in this space. 
The Week Ahead – September, 19, 2022

The Week Ahead – September, 19, 2022

The market looks set for a lower open on Monday, with stock index futures down another 1% as investors display more nervousness about the Fed decision later in the week. The central bank is expected to raise interest rates by another three-quarters of a point, though there are calls for a 100 bps move, after the August CPI figure showed that inflation has not peaked yet. All of the major averages are coming off their worst week since June, as well as their fourth weekly loss in five weeks, while the benchmark S&P 500 (SP500) just broke below a key support level watched by many traders.
Market Update – September 16, 2022

Market Update – September 16, 2022

Market Update – September 16, 2022 Another Week of DeclinesFedEx Signals Continued WeaknessS&P 500 Levels See SupportConsumer Sentiment Another Week of Declines Stock index futures point to another decline this … Read more
The Week Ahead – September 05, 2022

The Week Ahead – September 05, 2022

Central bank meetings are are on tap this week with the with the Reserve Bank of Australia, European Central Bank and the Bank of Canada all ready to tackle inflation. The ECB is expected to hike rates 75 basis points after recent remarks from members turned more hawkish, although there is still some speculation of a 50-point increase. The Beige Book report will be released and Jerome Powell will make a notable conference appearance. In the energy market, the OPEC+ meeting will take place amid more talk about output cuts with some producer nations forecasting near-term oil surpluses. The earnings calendar slows down for the holiday-shortened week, although the reports from GameStop (NYSE:GME), DocuSign (NASDAQ:DOCU), and Kroger (NYSE:KR) are likely to create some buzz. Meanwhile, Apple’s (NASDAQ:AAPL) ‘Far Out’ event is expected to reveal the next generation of iPhones.
Where is the Housing Market Headed?

Where is the Housing Market Headed?

On Tuesday, researchers at Goldman Sachs released a paper titled “The Housing Downturn: Further to Fall.” The investment bank now forecasts that activity in the U.S. housing market will end 2022 down across the board. The firm projects sharp declines this year in new home sales (22% drop), existing home sales (17% drop), and housing GDP (8.9% drop). And don’t expect relief in 2023. Goldman Sachs projects further declines next year in new home sales (another 8% drop), existing home sales (another 14% drop), and housing GDP (another 9.2% drop).
The Week Ahead – August 29, 2022

The Week Ahead – August 29, 2022

For investors, all of this suggests the potential for volatility in the short run. However, it is also important to think about the economic environment over the next few years. This will be an environment of fading fiscal stimulus hurting consumption, higher mortgage rates clobbering housing, slow profit growth inhibiting investment and a high dollar and overseas weakness hurting exports.
Jackson Hole Fed Meeting

Jackson Hole Fed Meeting

Jackson Hole Fed Meeting. Stocks plunged Friday as Chairman Powell gave a message that the Fed plans to keep raising interest rates. During his Jackson Hole speech, Powell said that the Fed will continue raising interest rates and hold them at a higher level until it is confident inflation is under control. He noted that reaching an estimate of the longer-run neutral rate is not a place to pause or stop.
S&P 500 Finds Resistance

S&P 500 Finds Resistance

S&P 500 Finds Resistance. What stocks do from here is very important from a technical standpoint, and should help determine if the summer rally is just a bear market bounce or something more lasting. This is precisely where the rally in stocks should fail if the major downtrend is still intact. A 50% rebound up to 200-day moving averages and a major downtrend line represents a major test of the downtrend that started earlier in the year. Any serious pullback from current levels would suggest that the summer rally has probably run its course and would also keep the market’s major downtrend intact. That also warrants a more cautious view on stocks from current levels.
The Week Ahead – August 22, 2022

The Week Ahead – August 22, 2022

The focus of the markets this week will be on Jackson Hole and the tone from Federal Reserve members at their annual symposium.
The Week Ahead – August 15, 2022

The Week Ahead – August 15, 2022

Stocks notched their fourth straight positive week with strong gains Friday. The monthly report from the University of Michigan showed a rise in consumer confidence, marking the second consecutive gain for the index since its June low. The bond market continues to take a pessimistic view of the economy, with the spread between the two-year and 10-year yields deeply inverted at negative 41 basis points.
Indices Clear June 2022 High

Indices Clear June 2022 High

The question everyone is trying to answer now is whether the rally that started in June is still part of a downtrend or the start of a new bull market.
Real Estate Essentials – Financial Modeling

Real Estate Essentials – Financial Modeling

There are four tabs that cover the basics of loan sizing, cap rates, a pro forma analysis (calculating levered and unlevered IRR), and the basics of a scenario builder.
CEF Connect #1 Resource – Top Tips, Tricks & Hacks

CEF Connect #1 Resource – Top Tips, Tricks & Hacks

CEF Connect is the go-to place for investors looking to research closed-end funds. However, many find the site difficult to navigate. In this article, we share tips to help investors in this space. 
QQQM – A Tech-Focused ETF To Tackle the Selloff

QQQM – A Tech-Focused ETF To Tackle the Selloff

In terms of fundamentals, such as sales, earnings, cash flow, and dividends, QQQM – Invesco NASDAQ 100 ETF is the most defensive dividend growth ETF I’ve ever found.
Top Consumer Staples

Top Consumer Staples

A number of Consumer Staples stocks are overvalued and stand to benefit from a bear market or recession. Their fundamentals, attractive valuations, and earnings are driving catalysts in outperforming inflationary levels.
What is a Target Date Fund?

What is a Target Date Fund?

Stated simply, a target date fund is an investment vehicle used to manage investment risk over a long-time horizon.
Is Tesla a Good Long-Term Investment?

Is Tesla a Good Long-Term Investment?

I predict consumers will stay loyal to their existing brands as the market goes full EV in the coming decade. Manufacturers will force the switch. There won’t be an option. What I mean by that is that all new cars being offered will be fully EV at some point. And, at that point, I do not foresee a huge shift of people switching from their existing brand to Tesla. I’m talking about the late adopters, here.
Should I Invest in ARKK?

Should I Invest in ARKK?

The selloff is NOT a long-term problem, however, for the sector. And that’s why ARKK is a great opportunity currently. Now is a great time to invest in ARKK.
Energy ETFs Offer Inflation Protection

Energy ETFs Offer Inflation Protection

Inflation has hit its highest levels in 40 years. And there is one corner of the market that is thriving: energy. The XLE is up more than 26% this year.
3 Hydro Farming and Vertical Farming Stocks – Revolutionizing an Industry

3 Hydro Farming and Vertical Farming Stocks – Revolutionizing an Industry

With mounting pressure to be more environmentally friendly and cost-efficient, vertical farming stocks have begun to offer new opportunities.
Stock Shorting: 3 Ways to (Conservatively) Bet Against the Market

Stock Shorting: 3 Ways to (Conservatively) Bet Against the Market

The Investor Weekly provides a How-To for investors interested in making profits in both up and down markets by stock shorting.
Where is the Housing Market Headed?

Where is the Housing Market Headed?

On Tuesday, researchers at Goldman Sachs released a paper titled “The Housing Downturn: Further to Fall.” The investment bank now forecasts that activity in the U.S. housing market will end 2022 down across the board. The firm projects sharp declines this year in new home sales (22% drop), existing home sales (17% drop), and housing GDP (8.9% drop). And don’t expect relief in 2023. Goldman Sachs projects further declines next year in new home sales (another 8% drop), existing home sales (another 14% drop), and housing GDP (another 9.2% drop).
Real Estate Essentials – Financial Modeling

Real Estate Essentials – Financial Modeling

There are four tabs that cover the basics of loan sizing, cap rates, a pro forma analysis (calculating levered and unlevered IRR), and the basics of a scenario builder.
203K Rehab Loan – Complete List of Benefits

203K Rehab Loan – Complete List of Benefits

Section 203k loan enables homebuyers and homeowners to finance both the purchase (or refinancing) of a home and the cost of its rehabilitation through a single mortgage or to finance the rehabilitation of their existing home. 
Housing Market Bubble – Pop or Flop?

Housing Market Bubble – Pop or Flop?

Home prices continue to soar to new heights, and we continue to see a decoupling from fundamentals. We’ve been saying this for more than a year now. Critics of a bubble theory say, “Just because home prices are rising doesn’t mean that we are in a bubble.” Fair enough. I understand the economics here – and so do my readers.
Condo vs Apartment – Understand the Difference

Condo vs Apartment – Understand the Difference

Income properties make excellent long-term investments. But as a new investor, should you invest in condos or multifamily?
Modular Homes – Everything You Need to Know

Modular Homes – Everything You Need to Know

Modular homes are a way for new homeowners to say no to the established real estate market. Many are calling them the Teslas of real estate. Find out why…
Is a Housing Market Crash Coming?

Is a Housing Market Crash Coming?

To answer this question, “will the housing market crash,” we need to ascertain whether we are in a bubble. Are we in a bubble? Well… sort of.  
How do Interest Rates Affect REITs from an Investor’s Perspective?

How do Interest Rates Affect REITs from an Investor’s Perspective?

REIT share prices, like the broader market, often react to changes in the outlook for interest rates, including both the short-term rates set by the Fed and the long-term rates that are governed more by market forces.
Real Estate Crowdfunding – Top Platforms Available

Real Estate Crowdfunding – Top Platforms Available

Real estate crowdfunding platforms are helping investors diversify into active real estate projects. Read more about this growing opportunity!
Crypto Update

Crypto Update

Large swings continue to hit Bitcoin as the cryptocurrency struggles to hold above the key $20,000 level. The popular token plunged 15% to $17,787 on Saturday, before rebounding above $20,000 with a surge of similar magnitude on Sunday. Bitcoin is still off about 70% from the all-time high of $67,802 seen in November 2021, which preceded the Fed’s aggressive rate hike cycle.
What is a Crypto Wallet?

What is a Crypto Wallet?

Crypto wallets technically don’t “store” crypto – holdings exist on the blockchain, but can be accessed using a private key. Or to put it more simply, a wallet holds both public and private information needed to carry out various transactions. And different wallets are used for different cryptocurrencies.
Best Cryptocurrency to Invest in 2021

Best Cryptocurrency to Invest in 2021

Cryptocurrency had a breakout year, with many top-performing coins. What was the best cryptocurrency to invest in 2021? Let’s take a look.
Top 10 Cryptocurrencies – A Fundamental Guide

Top 10 Cryptocurrencies – A Fundamental Guide

In this list, we will provide a summary of each of the top cryptocurrencies trading in the markets today.
What is Ripple XRP? – A Deep-Dive

What is Ripple XRP? – A Deep-Dive

XRP can be used for transactions or as an investment. The Ripple network is used to process transactions, like exchanging currencies. 
Non-Fungible Token – NFT – Is it Time For an Intervention?

Non-Fungible Token – NFT – Is it Time For an Intervention?

Theoretically there is no reason why an NFT shouldn’t hold value, but theory is just a simple disjointed mirror of reality.
What is Fintech? Is the Revolution Upon Us?

What is Fintech? Is the Revolution Upon Us?

The fintech revolution that we were promised hasn’t materialized. We still face the same credit card companies offering more of the same.

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