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Tax Reform

Friday Charts: Apple’s Death Curse, Tax Reform and Twitter Woes

By Louis Basenese - Apr 28, 2017

In this week’s edition of Friday Charts, we’re reporting on the biggest potential beneficiaries of President Trump’s new tax plan, the single data point behind my continued bearishness on Twitter and the worst part about partnering with Apple.

Politics

New Opportunity Emerges After Trump Trade Cools

By Jonathan Rodriguez - Apr 27, 2017

The epic failure of the Trump administration to repeal and replace Obamacare looms large in the minds of investors. As a result, the sectors that led the markets after the election have seen notable declines recently. But a new opportunity has just emerged…

Retail

Amazon-Proof: The Blueprint for Surviving the Retail Apocalypse

By Jonathan Rodriguez - Apr 26, 2017

Almost half of U.S. households are now Amazon Prime subscribers. And as more consumers are doing much of their shopping online – many retail companies are living on borrowed time. But a handful of brick-and-mortar retailers have emerged as Amazon-proof. Here’s how…

Consumer

Gov. Cuomo Attacks Airbnb Hosts…

By Martin Hutchinson - Apr 25, 2017

Cuomo’s new regulation is a serious blow to the evolution of the homesharing industry. The resistance against homesharing is being led by Marriott. I asked my senior analyst, Martin Hutchinson, to assess the health of the hotel industry.

Politics

Caveat Emptor: Buyer Beware on Shares of…

By Martin Hutchinson - Apr 24, 2017

The latest funds-flow data hints that investors are getting skittish. Stock funds are under heavy selling pressure. Meanwhile, bond funds are suddenly in favor. I asked my senior analyst, Martin Hutchinson, to make sure our readers are prepared for a correction.

Friday Charts

Friday Charts: Your Post-Tax Day Gift — and the Ugliest Earnings Streak in Tech

By Louis Basenese - Apr 21, 2017

Today in Friday Charts, we’re going to start with the ugliest, most depressing earnings trend in existence. Then it’s time to pivot to an opportunity hiding in a shiny, contrarian wrapper. It’s almost like a tax-day gift!

Gold

India’s $1.8 Trillion Gold Mine

By Jonathan Rodriguez - Apr 20, 2017

The market’s smallest stocks have gained 14% since the election Donald Trump – compared to a 9% gain of the S&P 500. However, the stock rally has been put on hold for the time being – at least here in the United States. But as senior analyst Jonathan Rodriguez explains, now is the perfect time to load up on small caps abroad…

International

The Truth Behind Poland’s Growth Surge

By Martin Hutchinson - Apr 19, 2017

Despite the stagnant economy in Europe, Poland’s flexibility of its own currency and competitive wages have combined to give the country a healthy growth rate. Here’s how to play the country’s continued momentum.

Banking

Trump Redraws the Thin Red Line in Banking

By Martin Hutchinson - Apr 18, 2017

There’s a movement within the Trump administration — driven by top economic aid Gary Cohn — to put Glass Steagall back on the books. Such a move would send profound aftershocks across the financial system. So I asked my senior analyst, Martin Hutchinson, to get the scoop.

International

French Election Reaches Boiling Point

By Martin Hutchinson - Apr 17, 2017

The run-up to the Presidential Election in the United States was a spectacle. And Donald Trump made sure of it - with his heavy use of social media to ensure everyone was paying attention. But don’t let your preoccupation with the machinations at 1600 Pennsylvania Avenue blind you to the potential global impact of another historic election unfolding in France.

Friday Charts

Friday Charts: Tesla’s Absurd Valuation and Amazon’s Endless Warpath

By Louis Basenese - Apr 14, 2017

This week, we’re tackling the pesky debate about Tesla’s valuation and the Great Retail Apocalypse of 2017 – triggered by Amazon.

Retail

Target Falls Victim to Amazon’s Unstoppable Ascent

By Jonathan Rodriguez - Apr 13, 2017

Analysts project the biggest earnings growth for the S&P 500 since 2011 this quarter. But retail companies are bracing for pain. You see, while Amazon has soared, brick-and-mortar shops have been dying a slow death. And Target is the next victim.