January's in the books. Joining me is Kenny Pulcari, partner and chief market strategist of Slatestone Wealth with five names to add to your February playbook. Kenny, great to have you here.>> Well, thank you for having me back. I love coming home to the New York Stock Exchange. >> Well, it's great to have you. And you have five names that we need to add.They're a mix of growth and value. So, all Dow components >> across a range of sectors, right. Talk about diversification.So, it's all good. >> And uh all ...

With market indexes hovering near their all-time highs, it can feel a bit scary to invest right now. We're seeing headlines throw the word bubble around and it seems like the market is anticipating a pullback in the near-term. While I don'tFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets ...

Market Analysis - Market pullback analysis includes reasons for price drops and increased investor fear [1] - Discussion on whether the current situation is a bear market or a healthy correction [1] - Analysis of asset performance and identification of potential opportunities [1] - Identification of signals that could indicate a market reversal [1] Key Discussion Points - Drivers behind the spiking fear and the ongoing sell-off [2] - Examination of expectations versus reality and seasonal trends [2] - Analysis of why markets sold off despite Nvidia's positive earnings [2] - Assessment of whether Bitcoin's 30-35% drawdown is normal [2] - Discussion on factors making this sell-off feel different [2] - Impact of the Federal Reserve's potential December rate cut, jobs data, and midterm elections [2] - Discussion on AI, leverage, and private credit [2] - Emphasis on innovation as a long-term market driver [2]

I sat down with @jvisserlabs this week to unpack the latest market pullback, including why prices are dropping, why investor fear has spiked, and whether this is the start of a bear market or simply a healthy correction.We also break down asset performance, where Jordi sees opportunity, and the signals that could mark a reversal.Enjoy!YouTube: https://t.co/9z8zHXJEwgSpotify: https://t.co/vfhK1XaefEApple: https://t.co/D0dqEC5OyeTIMESTAMPS:0:00 - Intro0:54 - Why is fear spiking? What’s driving the sell-off?4: ...

Group 1 - The article does not provide any specific content related to a company or industry [1]

Core Insights - In uncertain economic times, dividend-paying stocks are considered a safer investment option due to their potential for consistent payouts regardless of market fluctuations [1][2] Company Summaries UnitedHealth Group - UnitedHealth Group's share price has decreased by 36% year-to-date, primarily due to a Department of Justice investigation for alleged Medicare fraud [3][4] - The company is viewed as "too big to fail," and its valuation may become more attractive for investors believing in its recovery [3] - The growing and aging U.S. population will continue to drive demand for healthcare services [3] - Current market capitalization is $284 billion, with a recent dividend yield of 2.73%, and total yield including share buybacks is approximately 5.75% [5][6] Bank of America - Bank of America is another holding of Berkshire Hathaway, which owns about 8% of the bank [7] - The bank has been reducing its position, possibly due to decreasing interest rates affecting profitability [7] - Despite this, Bank of America has growth drivers in brokerage accounts and wealth management services, which are less impacted by interest rates [9] - The recent dividend yield is 2.15%, with total annual payout per share increasing from $0.20 in 2015 to $1.06 recently [10] Lennar - Lennar is a major American homebuilder, benefiting from the ongoing demand for affordable housing [11] - Falling interest rates could stimulate home buying, positively impacting Lennar's business [13] - The company has a backlog of nearly 17,000 homes valued at $6.6 billion and has repurchased $507 million worth of shares [14] - Recent dividend yield stands at 1.7%, with significant shareholder value enhancement through stock buybacks [14] Vanguard International High Dividend Index ETF - The Vanguard International High Dividend Index ETF focuses on dividend-paying stocks outside the U.S., appealing to investors concerned about the domestic market [15] - The ETF has a dividend yield of 3.9% and a five-year average annual return of 14% [16] FMC - FMC, a specialist in crop protection and nutrition, has a high dividend yield of 17% but has seen a stock price drop of nearly 73% year-to-date [17][18] - The company recently cut its per-share dividend by 92%, indicating financial distress [18] - FMC's challenges are linked to its India business, which is being divested, making it a riskier investment compared to other alternatives [18]

Market Trends & Concerns - The market is experiencing a healthy pullback after a significant run this year, particularly in U S equity markets focused on AI [1] - Investors are closely watching Nvidia earnings as a crucial indicator for AI investment returns [1][3] - Labor market uncertainty, influenced by events like the government shutdown, is a major concern for investors [2] - Inflation remains stubbornly high, impacting market sentiment [2] - Affordability is a key focus in the U S election cycle, shaping market dynamics [3] Investment Strategy & Outlook - Investors are pulling back to protect gains after a strong market performance [3] - Market technicals suggest a bias towards more protection and potential downside, with increased short activity and macro hedging [4] - There's a potential for further market pullback, although it may not be drastically pronounced [4]

Market Overview - Major indices are attempting to rebound after experiencing back-to-back weekly losses, raising the question of whether this presents a buying opportunity [1] - The market has seen a strong six-month run, particularly in high momentum and higher beta stocks, but some of the best performers are now dragging the market down [3] Federal Reserve and Interest Rates - Stability in the market may require reassurance regarding potential Federal Reserve rate cuts, with expectations for a cut in December and three additional cuts in 2026 to reach a neutral rate of approximately 3% by mid-year [3][4] - The impact of rate cuts on job stability and layoffs, particularly in the context of technological advancements like AI, is a concern [6][8] Employment and Economic Conditions - There is a noted two-speed economy, with small businesses experiencing job cuts in five out of the last six months, indicating a need for stabilization in the job market [5] - Current job weakness may be influenced by AI and technological innovation, but attributing all job losses to AI is considered premature [7] - The focus is on stabilizing jobs at a low level rather than expecting a resurgence, which could lead to higher volatility in the market [9]

Market Overview - The government shutdown has ended, and markets are at or near record highs, with the Dow reaching a record high [1] - There is an expectation of a market pullback of 10 to 15%, which is viewed as healthy for the market as it may improve breadth and change market leadership [2] Market Leadership Transition - A shift in market leadership is anticipated, moving from AI winners to AI enablers, which are companies that provide the necessary infrastructure for AI [3][4] - Current AI winners include companies like NVIDIA, Microsoft, and Alphabet, but the focus is shifting towards those enabling AI infrastructure [4] Caterpillar's Position - Caterpillar is highlighted as a key stock, having increased by 58% this year, and is transitioning from a traditional construction equipment company to an AI infrastructure supplier [5][6] - The demand for data centers is expected to triple by 2030, and Caterpillar is involved in both building and maintaining these data centers, contributing to its recent strong earnings [6][7] Broader Investment Opportunities - For broader exposure to the industrial sector, the Spider ETF (XLI) is recommended, as it includes companies investing in the AI ecosystem [8] - There is a concern regarding concentration risk, as over 35% of the S&P 500 is comprised of a few tech companies, which may lead to a market pullback [9]

Market Outlook - ARK Invest认为市场近期的回调是短期的 [1] - Cathie Wood认为12月可能是一个转折点 [1]