SFY News and Press, SoFi Select 500 From 05/04/21

Earnings have been good, but the reaction has not been what I would call benign. I think we are headed into another interest rate-driven rotation in the stock market, similar to what we saw in March. The key to whether it works out the same way - a fast shakeout and ultimately a n...

This is the kind of headline that makes a contrarian want to hit the exits - when everybody's in, who will be left to buy? The stats and interview commentary that accompany this headline from a prominent financial daily are pretty scary too given a lack of historical perspective. ...

In 2020, Tesla received $1.58 billion in EV tax credits, but only made $721 million total, so the company actually lost $859 million from making EVs! Clearly, that trend is persisting in the first quarter of 2021. However, Tesla is becoming increasingly efficient, so the focus is now ...

We see near-term volatility in inflation as the economic restart progresses, and believe markets underappreciate potential for medium-term price pressures. U.S. stocks hit record highs supported by strong corporate earnings. The Federal Reserve reiterated its intent to "stay behind th...

Last week, we talked about inflation. This week, we are looking at shortages. The market looks tired and many are making summer plans. Sell in May and go away? The rollover of options this week presents a real opportunity for volatility to return. The options market had the market...

Real GDP increased at a 6.4 percent annualized rate in the first quarter, up from a 4.3 percent pace in the fourth quarter. Real final sales to private domestic purchasers rose at a very robust 10.6 percent annualized rate in the first quarter, versus a 5.5 percent pace in the fourth ...

Initial claims for regular state unemployment insurance totaled 553,000 for the week ending April 24, a drop of 13,000 from the previous week's upwardly revised tally of 566,000. The current result is the lowest level since March 14, 2020 and continues to suggest an improving outlook ...

With greater clarity on the sustainability of the economic recovery, we also saw the opportunity set across markets broaden to include sectors beyond those seen as the primary beneficiaries of an economic reopening. As expected, the recovery hasn't been smooth sailing for all, with su...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Pharmaceutical stocks have been on investors’ radar more than usual in the past year as the healthcare sector grapples with the not-so-novel coronavirus. While the world is looking to reopen, the headaches caused by ...

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