Apple

NVIDIA

Microsoft

Amazon

Tesla

Alphabet

Broadcom

Berkshire Hathaway Inc. - Ordinary Shares - Class B

SPDR S&P 500 ETF Trust

SPY tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee.

Invesco S&P 500 Equal Weight ETF

Economic indicators are released every week to provide insight into the overall health and performance of an economy. They serve as essential tools for policymakers, advisors, investors, and businesses.

Exploring Economic Indicators: GDP & the Fed's Preferred Inflation Gauge

Ares Capital

Barings BDC Inc

iShares Select Dividend ETF

EPR Properties

Realty Income Corp

W. P. Carey

Investing in high-flying growth stocks can be risky due to frothy valuations, leading to market rotation towards dividend stocks like iShares Select Dividend ETF in recent days. Barings BDC offers a 10.3% yield with a well-diversified and conservatively structured portfolio, showing steady NAV growth and strong NII per share performance. EPR Properties, a net lease REIT, provides an attractive 7.5% yield and potential for capital appreciation, trading at a discount to peers with strong financials and diverse portfolio.

Buy These 7-10% Yielding Cash Cows For Retirement Income

Agree Realty

Alexandria Real Estate Equities

Avantis U.S. Small Cap Value ETF

Brookfield Renewable Partners

Cullen/Frost Bankers

Clearway Energy

WisdomTree US Smallcap Quality Dividend Growth Fund

InvenTrust Properties Corp

iShares Russell 2000 ETF

Roundhill Magnificent Seven ETF

Phillips Edison & Co Inc

Invesco QQQ

Regency Centers

Rexford Industrial Realty

Robert Half Int.

Retail Opportunity Investments

Vanguard Real Estate ETF

American consumers' savings and spending patterns, illustrated through charts, showing a shift towards credit card debt and rising delinquency rates. Market rotation towards the real estate sector, with tech stocks facing pressure and small caps outperforming. Celebrating recent investment successes with Agree Realty, Cullen/Frost Bankers, and InvenTrust Properties, while discussing new additions to the buy list.

6 Stocks I'm Buying Amid A Major Market Rotation

iShares 7-10 Year Treasury Bond ETF

iShares Core S&P 500 ETF

iShares 1-3 Year Treasury Bond ETF

SPDR Portfolio S&P 500 ETF

iShares 20+ Year Treasury Bond ETF

Vanguard S&P 500 ETF

For the first time in over three months, the S&P 500 fell for a second straight week as it finished down 0.83% from last Friday. The index is currently up 16.10% year to date and has recorded a new all-time high 38 times this year.

S&P 500 Snapshot: Index Falls for Second Straight Week

Adobe

Booking Hlds

Chipotle

Costco

Home Depot

LVMH Moet Hennessy Louis Vuitton

Mastercard

MercadoLibre

S&P Global

Visa

The market has been running hot in 2024, with S&P 500 up 13.9% year-to-date. Market experienced its first 2% or more pullback in 356 trading days, yesterday. Investors should be cautious with earnings season in full-swing amidst sky-high expectations and lofty valuations.

Market Turmoil: 12 Blue-Chips To Buy If The Market Keeps Dropping

The inverted yield curve in recent months hasn't led to a recession yet, possibly due to big tech companies' influence and other reasons. However, the leading economic indicators are worsening - never before have the LEIs declined for so long without a recession.

SPY: Don't Be The 'Greater Fool'

iShares PHLX Semiconductor ETF

Vanguard Information Technology ETF

A simple, low-fee S&P 500 index fund can be all you need to build wealth for retirement. You might want to deploy some of your long-term dollars into potential faster growers.

These 3 Simple ETFs Could Turn $500 a Month Into $1.5 Million

SPY ETF is an index fund loved by many for good reasons. However, I do believe that the S&P 500 has several hurdles to cross given the current economic situation. In addition, there are many alternatives to SPY ETF which offer more portfolio diversification and/or cost efficiency.

SPY: Good, But Not The Best

Schwab US Dividend Equity ETF

Vanguard Total World Stock ETF

Most working people need to save more for retirement. Investing is a great tool to accomplish this.

Want $1 Million in Retirement? 4 ETFs to Buy Now and Hold for Decades

SA analysts are optimistic about REITs due to an expected interest rate drop. REITs dropped more than the Russell 2000 and the equal-weight S&P 500 in response to interest rate increases. Future developments are far from certain; be cautious about a REIT rally.

A Cautionary Note On The Impending REIT Rally

Since my previous writing, SPY has become more attractively valued with an unchanged CAPE ratio but lower real interest rates. More importantly, the probability of interest rate cuts in 2024 has dramatically increased. Meanwhile, the Q2 earnings forecast points to double-digit annual EPS growth from the underlying companies.

SPY: Q2 Earnings And Rate Cut Probability Improved Its Return Outlook

Amid "goldilocks" economic data in the first half of 2024, Mr. Market has priced a "no" landing scenario into the equity markets. However, rising unemployment and impending yield curve uninversion threaten to break the "soft/no" narrative. The top-heavy market rally off of 2022 lows has been driven by P/E multiple expansion. If we get a hard landing (recession), S&P 500 investors are set up for a rude awakening.

SPY: Prematurely Priced For A 'Soft' Landing

WisdomTree Japan Hedged Equity Fund

iShares MSCI Hong Kong ETF

WisdomTree Europe Hedged Equity Fund

iShares MSCI India ETF

KraneShares CSI China Internet ETF

Our global markets watchlist tracks eight prominent indexes from economies around the world.

World Markets Watchlist: July 22, 2024

Advanced Micro Devices

Arista Networks

Micron Technology

QUALCOMM

Direxion Daily Semiconductor Bull 3x Shares

In April, I expected tech and AI to be in a correction by June - so far, right on track. Evidence in July shows Nvidia, AMD, Qualcomm, and Micron in corrective structures, while other names like Meta Platforms are joining their hardware brethren. Overall, AI has begun a correction, and it may last for a few months, with bounces along the way.

Indexes Are At All-Time Highs, But AI Stocks Are Already Correcting (Technical Analysis)

Amplify Online Retail ETF

Proshares Online Retail ETF

VanEck Vectors Retail ETF

Industrial Select Sector SPDR Fund

SPDR S&P Retail ETF

Economic indicators provide insight into the overall health and performance of an economy. They are essential tools for policymakers, advisors, investors, and businesses because they allow them to make informed decisions regarding business strategies and financial markets.

Exploring Economic Indicators: June 2024 Recession Indicators

The S&P 500 fell 2.0% this week, its largest weekly drop since April. The index is currently up 16.07% year to date and has recorded a new all-time high 38 times this year.

S&P 500 Snapshot: Taking a Breather

Avantis US Equity ETF

Active ETFs are on the rise. More than 30 years since the arrival of the first ETF in the U.S., active ETFs are now having their moment.

How Active ETFs Build on Passive Benefits

T.Rowe Price Small-Mid Cap ETF

SPY may be the landmark ETF many investors know about, but it isn't the be-all, end-all in the space. Plenty of ETFs can complement the strategy, offering a different view away from the mega-cap-heavy S&P 500.

This SMID Cap ETF Outperformed SPY Over the Last Month

Fidelity Cloud Computing ETF

iShares U.S. Home Construction ETF

VanEck Vectors Semiconductor ETF

Vanguard Growth ETF

Technology Select Sector SPDR Fund

Just because the market has risen a lot in the last year or two doesn't mean it's too late for you to invest. The market could keep growing for another year or several years.

Missed Out on the Bull Market Recovery? Here Are 7 ETFs You Can Buy Today.

SPDR Dow Jones Industrial Average ETF

It's been a long time coming, but stock rotation is back in the outlook. Rotation, the practice of exiting one group of stocks in favor of another, was triggered by the latest CPI report, which was better than expected.

Stock Rotation is Underway: Here are the Winners Moving Forward

Alpha Metallurgical Resources

Small-cap stocks that have experienced upward revisions to 2024 earnings since the start of the year while also being heavily shorted could outperform, according to a screen from Evercore ISI.

The Trump Trade Is Good News for Smaller Stocks. 6 to Consider Now.

24% of S&P 500 companies have Street Earnings lower than Core Earnings in TTM ended 1Q24. 8% of S&P 500 companies have Street Earnings understating Core Earnings by more than 10% in 1Q24. Analysis based on ~3,000 10-Ks and 10-Qs filed with the SEC for 1Q24 results shows that when Street Earnings are understated, it's by an average of 16%.

Q2 Earnings: Where Street Estimates Are Too Low & Who Should Beat

Actively managed exchange-traded funds will more than quadruple their assets to $4 trillion globally by 2030, carving out a larger portion of an industry that was spawned by indexing, according to projections from BlackRock.

Why BlackRock sees active ETFs more than quadrupling to $4 trillion by 2030

World Markets Watchlist: July 15, 2024

The popular SPDR S&P 500 ETF (SPY) soared to a record high on Monday as investors piled into stocks amid the ongoing stock bull run. The fund jumped to a high of $565, meaning that it has jumped by more than 175% from its lowest point in 2020.

S&P 500 SPY ETF to be passed by IVV and VOO in a key metric

News for SPDR S&P 500 ETF Trust ETF (SPY)