Core Viewpoint - J.P. Morgan strategists suggest that the Trump administration's focus on affordability may create investment opportunities in value-oriented stocks ahead of the November midterm elections [1] Group 1: Investment Opportunities - A bullish outlook on low-end consumer sensitive stocks is reiterated, with factors such as fiscal spending, tax cuts, and lower gasoline prices contributing to this sentiment [2] - Stocks identified as benefiting from this trend include SouthWest Airlines, Dutch Bros., Walmart, Dollar Tree, Dollar General, Citigroup, and Chime Financial [2] - Most of these stocks have outperformed the S&P 500 in 2026, indicating potential earnings upside due to affordability-related catalysts [3] Group 2: Policy Changes - An executive order has been signed by Trump to ban large institutional investors from purchasing single-family homes, with further details on implementation still unclear [4] - Trump proposed a cap on credit card interest rates at 10% for one year starting January 20, although the feasibility and legal enforceability of this cap remain uncertain [5] Group 3: Economic Factors - A significant decline in oil prices over the past year has led to lower gasoline prices, with projections indicating that the annual average price may fall below $3 per gallon in 2026 [5] - The reduction in gas prices is expected to provide substantial savings for consumers, estimated at $20-25 billion for the year if gasoline prices average around $2.90 [6]

Three months after my previous analysis , Williams-Sonoma, Inc. ( WSM ) sustained its bullish momentum despite my cautious stance. In fact, it made another 17% increase, which continued to prove that the stock market is non-linear. In some ways, II have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, ...

ROMAINE: ROMAINE: THE REBOUND RALLY EXTENDS INTO THE REBOUND RALLY EXTENDS INTO A SECOND DAY. A SECOND DAY. I'M ROMAINE BOSTICK. I'M ROMAINE BOSTICK.KATIE: KATIE: KICKING YOU OFF TO THE CLOSING KICKING YOU OFF TO THE CLOSING BELL HERE IN THE U.S., THERE'S BELL HERE IN THE U.S., THERE'S YOUR SET UP WITH ABOUT AN HOUR YOUR SET UP WITH ABOUT AN HOUR TO GO. TO GO. THE S&P 500 HIGHER BY ABOUT THE S&P 500 HIGHER BY ABOUT .5%..5%. THE BOND MARKET REMARKABLY WELL THE BOND MARKET REMARKABLY WELL BEHAVED TODAY, PRETT ...

Jim Cramer and Jeff Marks, the Club's director of portfolio analysis, on Thursday delivered updates on all 34 Club holdings during the January Monthly Meeting. Here are the highlights from the first meeting of 2026, starting with our four turnaround stories: 4 turnaround plays Nike: The apparel and sneaker retailer has shown real signs of improvement under CEO Elliott Hill, who has already stabilized Nike's U.S. market. China, another crucial segment, is up next. Procter & Gamble: The weak quarterly earning ...

拓展对外开放，促进外贸提质增量方面，将实施"双60"并增计划（进出口额破60亿元、国际班列开行60 列），扩大新能源产品、特色农牧产品出口。提升跨境电商综试区功能，拓展"一带一路"和RCEP市 场。优化营商环境，落实外资负面清单，吸引知名企业落户。同时，积极申报现代商贸流通体系建设试 点城市，强化区域性商贸流通节点城市的功能建设和作用发挥。完善城乡冷链物流、建设体系化共配流 通网络。推进县域商业体系建设，改造县乡商贸中心和物流节点。扩围升级便民生活圈，发展智慧商 店、适老化改造等服务，满足群众多元化品质消费需求。 2025年，西宁市聚力消费提振，激活市场"内生力"，政策资金叠加发力，争取并整合省、市、县区促消 费资金超1.3亿元，真金白银支持企业入限纳统、开展促销。主体培育精准有效，新培育限上企业59 家，带来销售额增量约35.3亿元。大宗消费牵引强劲，以汽车、家电以旧换新为抓手，发放补贴11.29亿 元，撬动消费155.08亿元，直接带动汽车销售近1.4万辆。商文旅融合优势互补，举办"老字号嘉年 华""双品网购节""河湟美食节"等活动。搭建"赛事经济"生态，邀请主播和网络推广团队直播宣传，组 织老字号企业、 ...

Headlines are flying all over the place right now—Justice Department investigations, political firestorms, geopolitical tensions, market whiplash. If you're trying to trade off the news (which I don't recommend), good luck. That's a game of reaction, not precision.But what if I told you there's a smarter way to get ahead of the chaos? What if you could cut through the noise and zero in on what actually works, what repeats with high probability, year after year, quarter after quarter?That's where my expertis ...

U.S. stock futures are pointing to a higher open on Thursday, January 22, 2026, signaling an extension of Wednesday's robust relief rally. Investors are keenly awaiting key inflation data, particularly the Personal Consumption Expenditures (PCE) price index, which is the Federal Reserve's preferred gauge, alongside weekly jobless claims and revised GDP figures. The positive sentiment in premarket trading follows a significant de-escalation of geopolitical tensions that had weighed on markets earlier in the ...

American Electric Power Company, Inc. (NASDAQ:AEP) is one of the stocks Jim Cramer recently looked at. Inquiring if their portfolio is diversified enough, a club member mentioned that their top five holdings are PM, AMZN, NVDA, AEP, and UBER. In response, Cramer said: Okay, Uber, we know is transport. Amazon, we’re going to call it, right now, we’re going to call it retail. Stick with me. Philip Morris is tobacco. They also are anti-tobacco. It’s a really strange amalgam. American Electric Power, one of m ...

Simon Property Group, Inc. (NYSE:SPG) is one of the stocks Jim Cramer recently looked at. Starting the round of “Am I Diversified,” a club member mentioned that their top five holdings are SPG, AMZN, AVGO, LNG, and VICI. Cramer replied: Wow, you’re diversified, but we may have to do some work anyway, just in terms of a stock I’m worried about. But okay, Cheniere, that’s liquified natural gas. I love that. Simon Properties, we think David Simon’s the best mall operator there is. These are really fantastic. ...

Too many people are making growth investing more difficult -- and dangerous -- than it needs to be.You've probably heard the advice countless times. Just buy an index fund built to mirror the S&P 500 (^GSPC +1.16%) and leave it alone. You'll do just fine. You'll likely fare better than most investors do, in fact, since complicated strategies and too much trading often ends up undermining your performance.There are exceptions to the norm, however, and not necessarily the ones you'd expect. While growth stock ...