ThitareeSarmkasat The Advance Report on Monthly Sales for Retail & Food Services was published on May 15, 2024, at 8:30 AM. The report contains information about changes in the prices (inflation/deflation) of a wide array of goods and services purchased by consumers in the U.S. during the month of April 2024. According to the BEA,…
William_Potter/iStock via Getty Images An income portfolio depends on quality reliable dividend paying companies that also give yearly raises. 5 companies in Rose’s Income Garden portfolio gave April raises that are discussed and my take along with a Rose recommendation is made for owning them. They are all from different sectors that include consumer staples,…
Thomas Barwick/DigitalVision via Getty Images April represented a step back following March’s gains, aside from Managed Futures being the star of the show this month. Commodities demonstrated resilience, posting a modest +0.95% growth despite the turbulence induced by the prospects of normalizing financial conditions. This volatility led to portfolio recalibration across sectors. Managed futures strategies…
Roman Didkivskyi At 50.3, the Global Manufacturing PMI, sponsored by JPMorgan and compiled by S&P Global Market Intelligence, remained above the 50.0 neutral mark (and therefore marginally in expansion territory) for a third successive month in April, albeit the rate of improvement moderating fractionally from March’s 20-month high of 50.6. Despite the cooling in the…
Although the S&P 500 gave up a portion of the steady gains earned over the past three months, it is still up YTD. Has the minor sell-off created any buying opportunities? Below is a list of April Buy recommendations made by analysts who had no other bullish recommendations over the past 3 months. For your…
alexsl By David Baskin Home (not so) Sweet Home In 1989, Peter Lynch, the manager of the fabulously successful Magellan mutual fund, wrote a book called “One Up on Wall Street”. The book has never gone out of print and is most famous for one piece of advice: “Buy what you know.” Rather than relying…
Jitalia17 April saw a sell-off in global government debt markets, as yields on 10-year benchmark notes increased across the board. The month’s biggest mover was the yield on the U.S. Treasury, which climbed 49 basis points to 4.68% from 4.19% the month prior. The country’s inflation rate rose to 2.7% in March, while its GDP…
Just_Super Welcome to the Vanadium miners news. April saw vanadium pentoxide prices and ferrovanadium prices slightly lower, remaining at very depressed levels. Vanadium uses Vanadium is traditionally used to harden steel. Chinese rebar standards are requiring more vanadium. Also Vanadium Flow Batteries [VRFBs] are becoming increasingly popular especially for commercial energy storage, most notably in…
MicroStrategy, a leading business intelligence and software company, has continued its steadfast commitment to Bitcoin by purchasing an additional 122 BTC in April at a total cost of $7.8 million, Founder & Chairman Michael Saylor announced today. BREAKING: MicroStrategy bought 122 more #Bitcoin for $7.8 million. pic.twitter.com/IZWUNj0kHY — Bitcoin Magazine (@BitcoinMagazine) April 29, 2024 “As…
Vernon Wiley/DigitalVision via Getty Images As explained in Prof. Robert Jarrow’s book, cited below, forward rates contain a risk premium above and beyond the market’s expectations for the 3-month forward rate. We document the size of that risk premium in this graph, which shows the zero-coupon yield curve implied by current Treasury prices compared with…
cemagraphics Last weekend’s article was titled “Capitulation” and speculated that the S&P500 (SPY) had made a short-term bottom at the futures low of 4924. It concluded, “5048-5050 is the initial target, but should eventually break for 5108.” That largely played out as the high of the week came in at 5114. However, this was likely…
Maksim Safaniuk/iStock via Getty Images Welcome to the April 2024 edition of the ‘junior’ lithium miner news. We have categorized those lithium miners that are not in production as the juniors. Note: Investors are reminded that many of the lithium juniors will most likely not be needed until the mid and late 2020’s to supply…
iridi/iStock via Getty Images Foreword All but two equities and all the funds listed in this March monthly pay batch live up to the ideal of paying annual dividends from a $1K investment, exceeding their single share price. Here, in the MoPay collection, lie affordable (yet volatile and risky) bargains. The dogcatcher rule of thumb…
Hong Kong’s Securities and Futures Commission recently approved Bitcoin Spot ETFs for several major asset managers, paving the way for the city to become a leading hub for such products. The approval comes after months of anticipation and marks a significant milestone for the Bitcoin industry in Asia. JUST IN: 🇭🇰 Hong Kong spot #Bitcoin ETFs…
cemagraphics Escalations in the Israel/Iran conflict ensured the “new phase” in the S&P500 highlighted in last weekend’s article continued lower as expected. The break of 5048-56 suggests a large correction should eventually target an undercut of 4818. While this is a useful medium-term expectation, it leaves a lot of unanswered questions in the near-term. Perhaps…
damedeeso Foreword About Large Cap Value A Value ranking for large cap stocks from YCharts puts together complementary strategies found during their stock research. As a value ranking, it looks at the price of a stock relative to a number of measurements that determine intrinsic firm value. Only the largest 10% of companies based on…
This article was written by Follow Justin Law has a Ph.D in Chemistry from Rice University and has earned the CFA Institute Investment Foundations certificate. He applies his knowledge to deep value and dividend paying stocks. Justin is a contributor to the investing group The Dividend Kings where he curates the Dividend Champions list, a…
DNY59 Track fixed income opportunities with this monthly update. One way to identify opportunities in fixed income is to look at bond yields. That’s because yield, which is based on a bond’s price and coupon payments, reflects total return potential. Yields can change over time and across bond sectors. Spread, which refers to the difference…
Hong Kong’s highly anticipated spot bitcoin exchange-traded funds (ETFs) are slated to launch by the end of April, according to various industry sources. NEW: 🇭🇰 Hong Kong #Bitcoin ETFs to start trading by 30th April and could bring in $25 billion: Reports Just a matter of time 🚀 pic.twitter.com/Y1Xo4JVrO7 — Bitcoin Magazine (@BitcoinMagazine) April 17, 2024…
Andrii Yalanskyi REIT Performance In March the REIT sector recovered some of its losses from the first two months of the year, but still closed out Q1 2024 in the red. Equity REITs averaged a +3.26% total return in March and outperformed the broader market. The NASDAQ (+1.8%), Dow Jones Industrial Average (+2.2%) and S&P…
narvikk Author’s Note This simulation has been done jointly with a U.S. Treasury yield simulation in a way that reflects the correlation among the 12 factors driving yields in each country. For more on the companion U.S. Treasury simulation, please contact the author. Both the Bund and the U.S. Treasury yield simulations impact foreign exchange…
Luis Alvarez The Weekly Closed-End Fund Roundup will be put out at the start of each week to summarize recent price movements in closed-end fund [CEF] sectors in the last week, as well as to highlight recently concluded or upcoming corporate actions on CEFs, such as tender offers. Data is taken from the close of…
Bim As explained in Prof. Robert Jarrow’s book, cited below, forward rates contain a risk premium above and beyond the market’s expectations for the 3-month forward rate. We document the size of that risk premium in this graph, which shows the zero-coupon yield curve implied by current Treasury prices compared with the annualized compounded yield…
cemagraphics It’s been two weeks since my last article, and there have been some significant developments. On the macro side, “higher for longer” rate expectations are back and the first cut is now expected in September rather than June or July. On the technical side, the S&P 500 (SPY) has finally broken its trend channel…
PM Images If you find yourself in a similar situation as I am, with over 30 years to go before retirement, prioritizing dividend compounders might prove to be a superior strategy, than chasing high-yield stocks. The key criteria for my investing style is to benefit from both capital appreciation and dividends (reinvesting back in the…
Hong Kong is poised to approve Asia’s first spot bitcoin exchange-traded funds (ETFs) this month, and the first approvals are likely to be announced next week, according to people familiar with the matter, as reported by Reuters and Chinese news media, qq. BREAKING: 🇭🇰 Hong Kong is set to approve spot #Bitcoin ETFs next week,…
Thomas Barwick As explained in Prof. Robert Jarrow’s book cited below, forward rates contain a risk premium above and beyond the market’s expectations for the 3-month forward rate. We document the size of that risk premium in this graph, which shows the zero-coupon yield curve implied by current Treasury prices compared with the annualized compounded…
PM Images After narrowly missing recession in 2022/23, during unprecedented 525 basis points of rate hikes in a span of 16 months, 2024 has started on strong footing with the major indices up close to 10% on a year-to-date basis. Historically, during election years in US, the S&P 500 (SP500) delivered on average 11.28% return…
CoreyFord/iStock via Getty Images During bull markets, which is most of the time, there’s a strong gravitational pull toward bullishness and optimism. This is a learned response. The First Law of Stocks is that stock market rallies in motion tend to stay in motion until acted upon by a countervailing force. Even so, there’s something…
PM Images Introduction The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts. However, since this list is only produced once per month, the data in it can quickly get out of date. Furthermore, with over 700 companies on the list, the sheer amount of data can…
Olivier Le Moal Author’s Note: This is our monthly series on Dividend Stocks, usually published in the first week of every month. We scan the universe of roughly 7,500 stocks listed and traded on U.S. exchanges and use our proprietary filtering criteria to select five relatively safe stocks that may be trading cheaper compared to…
Lemon_tm Quality Stocks The SPDR S&P 500 Trust ETF (SPY) posted a 3.27% return in March, finishing Quarter 1 with a double digit gain. Vanguard’s Dividend Appreciation Index Fund ETF Shares (VIG) locked in a lower gain of 2.37% last month. My watchlist underperformed both, posting a very weak return of 0.50%. Frankly it’s been…
Cn0ra Generating significant monthly passive income from dividend stocks can transform your approach to investing for retirement. The monthly frequency of the passive income offers psychological stability during market volatility since it provides regular tangible rewards for holding dividend stocks through thick and thin, whereas holding only quarterly paying dividend stocks provides this positive feedback…
Ivory Soap is one of the brands for which Procter & Gamble is known. The company will extend its dividend growth streak to 69 years in April. NNehring This is the latest in my series of articles where I provide predictions of annual dividend increases for long-term dividend growth companies. In the middle of February,…
cemagraphics The S&P500 (SPY) ended Q1 and the month of March at 5254. It has gained 28% in less than six months and now has a PE ratio of 24.6. How can anyone buy this high?! Actually, it’s not that difficult; the key is to blank out how overvalued you think it may be, or…
pcess609/iStock via Getty Images Market Recap 2024 is off to a pretty good start, the SPDR S&P 500 ETF Trust (SPY) posted its 3rd consecutive positive month this year. The gain in March of 3.27% was lower than February’s 5.22% return. But it was enough to push the ETF to a double digit year-to-date return….
anyaberkut 2024 Review February was a solid month for the ProShares S&P 500 Dividend Aristocrat ETF (NOBL), the fund posted a gain of 2.72%. The good streak extended through March with NOBL being up another 4.19% (not factoring in the dividend payment). This has been NOBL’s best first quarter of the year since 2021. Several…
MicroStockHub The macroeconomic and geopolitical developments have not changed substantially over the past month. The resilience of the US economy allows the Federal Reserve to put more emphasis on achieving price stability. While the market favors a June cut (66% vs. 80% at the end of February), it has not been fully discounted for over…
triloks Welcome back to my weekly variety show! Two of my favorite sectors of the stock market are enjoying a nice rally over the last few days. Those two sectors are Real Estate (VNQ) and Utilities (XLU). (Yes, I know — REITs and utilities. I’m really popular at cocktail parties.) Data by YCharts This mini-rally…
monsitj In this article I outline how I will allocate the money in my retirement fund for the month of April. I will use the 10-month exponential moving average (EMA) and a relative strength ratio to determine where my money will go among four ETF choices: SPDR S&P 500 ETF (NYSEARCA:SPY) , Vanguard Extended Market…
georgeclerk Just as stocks took a big leap into February, they are hopping into the Easter weekend with strong March gains under their belt. Investors’ baskets are full of winners no matter where you look. Egg-celent returns were seen in U.S. large caps – the S&P 500 (SP500, SPX, SPY) rallied more than 3%, while…
ARMMY PICCA/iStock via Getty Images Poseida Therapeutics (NASDAQ:PSTX) is expected to release results from the phase 1 study using P-BCMA-ALLO1 for the treatment of patients with relapsed or refractory multiple myeloma [r/r MM] on April 8th, 2024 12:30 p.m. PT at the American Association for Cancer Research [AACR] Annual Meeting in San Diego. Why should…
imaginima CleanSpark (NASDAQ:CLSK) is the 2nd Bitcoin (BTC-USD) mining company that I plan to hold over the long term because I believe CLSK stock is quite undervalued at current price levels. CLSK shares are up 138% YTD and have greatly outperformed both the S&P 500 (SPY) and NASDAQ 100 (QQQ) by a wide margin. Data…