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Tech Pullback Explained: Where Smart Money Rotates Next
Youtube· 2026-02-09 19:40
After a volatile week for stocks and crypto, all eyes are on what comes next. Joining us now to preview the week ahead is Jay Woods, chief market strategist at Freedom Capital Markets. Jay, great to have you here at the desk.>> Great to be back. >> All right, so before we take a look at the week ahead, let's talk about the week that was. We saw a total tech wreck, software meltdown.We saw Bitcoin down to 60K. It has since rebounded. We had the Dow hitting 50,000 an all-time high.Is that healthy market rotat ...
US Equities Digest Dow 50,000 With Rotation, Not a Trend Breakdown
Investing· 2026-02-09 18:34
Market Analysis by covering: US Dollar Japanese Yen, Gold Spot US Dollar, Silver Spot US Dollar, S&P 500. Read 's Market Analysis on Investing.com ...
Turning A Multi-Trillion-Dollar AI Tailwind Into Real Returns
Seeking Alpha· 2026-02-09 12:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .So far, this year, we have spent even more time than usual on the market rotation, as I expect value stocks to generate substantial alpha this year (and beyond!). This article is not primarily about that. In this article, I'll discuss aLeo Nelissen is a long-term investor and ma ...
The Rotation Into Consumer Staples: Defensive Strength in an Uncertain 2026
Investing· 2026-02-07 08:17
Group 1 - The article provides a market analysis focusing on Coca-Cola Co, Philip Morris International Inc, and the State Street® Consumer Staples Select Sector SPDR® ETF [1] - It highlights the performance trends and investment opportunities within the consumer staples sector [1] - The analysis includes insights on market dynamics and potential growth areas for the mentioned companies [1] Group 2 - Coca-Cola Co is analyzed for its market position and financial performance, indicating strong brand loyalty and revenue generation [1] - Philip Morris International Inc is discussed in terms of its strategic shifts towards reduced-risk products and market expansion [1] - The State Street® Consumer Staples Select Sector SPDR® ETF is evaluated for its role in providing diversified exposure to the consumer staples sector [1]
S&P Poised for Biggest Advance Since May | The Close 2/6/2026
Youtube· 2026-02-07 00:20
Market Overview - U.S. equity markets experienced a rebound, with stocks rising approximately 1.7%, while small-cap stocks surged by 3.4% [1][3] - Bitcoin saw a significant increase of nearly 12%, reaching $70,000 per coin, after being about $10,000 lower the previous day [2] Sector Performance - The rotation in the market is shifting focus from large-cap tech stocks to sectors such as biotech, electronic components, airlines, trucking, and banks [3][8] - The S&P 500 and NASDAQ indices rose by almost 2%, while the Russell 2000 small-cap index outperformed with over 3% gains [3][4] Earnings Reports - 78.5% of S&P 500 companies that reported earnings exceeded expectations, although this is a decline from previous quarters [5][6] - The mixed reactions to big tech earnings indicate ongoing market focus on these companies despite the broader market rotation [6][8] Investment Strategies - There is a growing interest in diversifying investments beyond large-cap tech stocks into small-cap and cyclical value stocks [16][78] - The market is seeing a shift towards non-U.S. equities, which have gained 7.25% year-to-date, contrasting with a 4.5% decline in concentrated tech names [78][80] Demographic Trends in Real Estate - The senior housing market is experiencing growth due to demographic trends, with a significant increase in the aging population, particularly as baby boomers turn 80 [20][24] - Ventas, a real estate trust, is focusing on acquiring senior housing properties, targeting $2.5 billion in investments, driven by strong demand and limited new construction [24][28] Prediction Markets - The rise of prediction markets is impacting traditional sports betting, with estimates suggesting they could account for about 5% of total wagers [38][42] - Interactive Brokers is positioning itself in the prediction market space, focusing on economic and environmental contracts rather than sports [50][55]
The Broadening Of The Market Is Healthy And Good News For U.S. Investors
Seeking Alpha· 2026-02-06 20:54
The purpose of this article is to discuss the macro-environment and specifically why the rotating out of Tech (US) and into other sectors is not something to panic about, but rather to embrace, asI have rebranded to embrace my working-class and public school roots. This is a testament for how successful investing can be life changing.I have worked in Financial Services since 2008. My undergrad was in New York, where I earned a Bachelors in Finance as a scholarship Division 1 athlete (Men's Tennis). After wo ...
Why I Am Never Selling This Broad Market ETF
Yahoo Finance· 2026-02-06 16:50
Broad market exchange-traded funds (ETFs) are some of the best investments to build a portfolio around. In some cases, they hold thousands of different stocks and come with razor-thin expense ratios. That makes them perfect for long-term capital growth. The one ETF that I hold for just this purpose is the Vanguard Total Stock Market ETF (NYSEMKT: VTI). For my money (literally), there is no better buy-and-hold fund in the market. Where to invest $1,000 right now? Our analyst team just revealed what they b ...
Katie Stockton On Market Rotation, Tech Stock Weakness, And More
Seeking Alpha· 2026-02-06 13:30
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The Next Big Market Rotation Has Begun
Seeking Alpha· 2026-02-05 18:00
Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering with a focus on applied mathematics and machine learning. Samuel leads the High Yield Investor investing ...
The Big 3: JNJ, XOM, KO
Youtube· 2026-02-05 18:00
It's time for the big three. We've got three stocks, three charts, three trades for you. Rick Dat will take us through the charts. Here to take us through the trades, Dan Deming, the managing partner at KKM Financial.Dan, great to see you this morning. Would love your thoughts on the market action that we're seeing in the wake of Alphabet's report and Qualcomm's report and the data we got this morning. Just a sea of red as I look over everything down more than 1% right now.Yeah, for the major averages certa ...