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WHY FED WATCHING IS KEY TO PREDICTING STOCK MARKET BEHAVIOR

October 2, 2020

“Don’t fight the Fed” has become an accepted Wall Street adage. It’s a phrase coined by Martin Zweig, a legendary technical analyst, and investor who predicted the 1987 market crash to the day and was the author of the 1970 investment classic Winning On Wall StreetZweig wrote thatThe monetary climate – primarily the trend in interest rates and Federal Reserve policy – is the dominant factor in determining the stock market’s major direction.  

Fast forward 50 years and “Don’t fight the Fed” is very much alive. This week’s guest has been following that dictum during his 40-year investment career.  He says we are in the midst of a Fed-induced market melt-up right now. 

He is Ed Yardeni, a respected Ph.D. economist, strategist, and Fed watcher who leads  Yardeni Research, a global investment strategy firm he founded in 2007. A prolific writer, publishing a detailed daily Morning Briefing and comprehensive What I am Reading list, he is also the author of a new book,  Fed Watching for Fun and Profit: A Primer for Investors.

He’ll discuss why the Fed has become even more important in predicting the markets and what its current policies mean for investors.     Continue Reading »

NEXT GENERATION GREAT INVESTOR JOSH SPENCER ON TAKING OVER T. ROWE PRICE’S NEW HORIZONS FUND

September 25, 2020

How do you successfully take over and run a legendary fund with a 60-year track record of excellence? We are about to find out this week in a rare interview with a fund manager who is doing just that.
The fund is the T. Rowe Price New Horizons Fund. The small-cap growth fund has 34 billion dollars in assets and carries a Five-Star, Silver Analyst rating from Morningstar.

Prior to taking over the fund, Spencer established his own record of excellence with the T. Rowe Price Global Technology Fund which he ran from 2012 until early in 2019. During his tenure the fund delivered nearly 22% annualized returns, far outdistancing its benchmark and peer group.
What does New Horizons’ legacy mean to Spencer? How is he changing it? We’ll find out.

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GETTING THE MOST OUT OF SOCIAL SECURITY! MARY BETH FRANKLIN ON MAXIMIZING YOUR RETIREMENT BENEFITS

September 18, 2020

COVID-19 has thrown a monkey wrench into many retirement plans as millions of Americans were thrown out of work and many were forced to tap into retirement accounts to pay the bills.
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HOW COVID IS AFFECTING RETIREMENT WITH RETIREMENT BENEFITS EXPERT MARY BETH FRANKLIN

September 11, 2020

COVID-19 has affected just about every aspect of our lives:  our jobs, our health, our family and social interactions, children’s education, and leisure time. 

But what has it done to retirement prospects? Not surprisingly, it has hurt them.  Continue Reading »

ALL THE REASONS TO BE BULLISH WITH VETERAN STRATEGIST AND FED WATCHER ED YARDENI

September 4, 2020

Remember the discussions about the shape of the economic recovery? Would it be a “V”, a “W”, or maybe even a hockey stick? 

The jury might still be out about the economy, but as far as the markets are concerned there is no question. V’s abound.
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