SFY News and Press, SoFi Select 500 From 04/28/21

Factors driving US inflation higher. Roy: I see inflation rising in the next 12 months. Roy: Exposure to growth stocks is important. For further details see: Navigating Financial Markets As Inflationary Pressures Loom On The Horizon

The Federal Reserve's balance sheet has reached $7.82 trillion at last count. Expanding at roughly $120 billion a month, it will be over $8 trillion by the end of this quarter, if the Fed's bond purchases remain on target. My guess is that some type of shakeout is coming for the broad...

Discussing five growth areas, along with ways in which we can make money as passive investors. Inflation is clearly brewing, due mostly to "demand push" inflation for many high-demand goods, such as homes, vehicles, and now workers (via wages). If the long-term capital gains tax r...

We stick to our pro-risk stance and tweak our tactical views as the U.S. leads a powerful global economic restart and our new nominal theme plays out. Stocks were little changed on the week as markets digested strong first-quarter earnings reports and bond yields eased. The Federa...

The small cap stocks have been diverging lately from the large caps. The last few times the S&P 500 and Russell have diverged it has led to sharp pullbacks. The divergence this time around seems to be bigger than normal. For further details see: A Stock Market Storm ...

I joined Daniel Lacalle to discuss why markets are mistaken in pricing in a massive economic expansion. We unpack many of the mainstream myths on narratives driving markets and why outcomes will be no different than in the past. The discussion covers a lot of ground, including cor...

Sell the old economy (cyclical), value and anything considered risky (small cap), buy large cap, dependable growth (tech), i.e., the bulletproof, the innovators. Valuation doesn't matter - you just need to be somewhere with immunity to the economic ravages of the renewed pandemic. ...

Cullen Roche joins Credo Wealth for a discussion about the macro environment in 2021. The discussion includes the future of inflation, interest rates, Bitcoin and much more. He also shares his views on MMT, the passive investing myth and future of capitalism. For further det...

Jerome Powell and the Fed have chosen to ignore an exploding stock market, rapidly rising inflation and forecasts of GDP north of 6% for 2021. They have vowed to keep the accelerator pressed to the floor to at least 2023. Modern-day "Tulip Bulb" manias are popping up as investors jump...

The CPI release last week was hot, but apparently it could be explained as "transitory," which caused the Treasury market to rally and yields to fall. CPI rose last month at an annualized 7.2% rate, and it is likely headed higher. Needless to say, if I expect inflation to rise further...