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These stocks are lagging the S&P 500’s record rally. Is it a red flag for markets?

These stocks are lagging the S&P 500’s record rally. Is it a red flag for markets?

by csmith | Jul 14, 2025 | Uncategorized

The underperformance of small caps and discretionary stocks is not a reason for investors to reduce exposure in U.S. equities, says SentimenTrader.

Housing market is sending a stark warning to the U.S. economy, Moody’s economist says

Housing market is sending a stark warning to the U.S. economy, Moody’s economist says

by csmith | Jul 14, 2025 | Uncategorized

Is the housing market on the verge of a meltdown? One economist seems to think so — and he blames 7% mortgage rates.

Why value stocks will beat growth stocks if inflation gets worse

Why value stocks will beat growth stocks if inflation gets worse

by csmith | Jul 14, 2025 | Uncategorized

The value premium is highly correlated with inflation.

As Kraft Heinz reportedly weighs split, analysts say more food companies need to break up

As Kraft Heinz reportedly weighs split, analysts say more food companies need to break up

by csmith | Jul 14, 2025 | Uncategorized

TD Cowen analysts say food-industry megamergers haven’t worked.

Fed defends costly renovation project amid White House criticism that it was mismanaged

Fed defends costly renovation project amid White House criticism that it was mismanaged

by csmith | Jul 14, 2025 | Uncategorized

Investors don’t seem to give much credence to claims that cost overruns will give President Trump justification to oust Fed Chair Powell.

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