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Quantum ETFs Target the Next AI Wave: QTUM, IGPT, and CHAT
3 hours ago•Source: 24/7 Wall St.
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24.165 min•1 day ago
Contrarian signals warn the stock pullback isn’t over yet
Contrarian analysts say the U.S. stock-market correction has more downside ahead, as March–April optimism hasn’t triggered a buy signal despite the Iran war and cease-fire; with May–October historically weak in midterm years, the bottom could be months away, so investors should keep expectations in check.
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Three High-Yield Dividend Picks Could Yield About $6K From $50K
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Helium Shortage Could Turn Exxon Into a Quiet Chipmaker Winner
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SCHD Faces Fresh Downturn as Value Signals Falter
A Seeking Alpha analysis argues the Schwab U.S. Dividend Equity ETF (SCHD) is poised to underperform the S&P 500 again after a recent rally and its annual reconstitution. The author contends SCHD’s methodology overemphasizes dividend metrics that no longer capture true value or growth, criticizes the fund’s energy overweight and stock removals, and warns the reconstitution process may hinder performance during market rebounds and periods of lower oil prices. The piece remains bearish on SCHD and labels it a Sell.
HSBC backs discounted cruise-line stock as a buy
HSBC recommends buying a cruise line operator that is trading at a discount, signaling the stock is undervalued with potential upside.
Retail stock rush meets a record-bearish market predictor
Retail investors have allocated a record share of their portfolios to U.S. stocks, a pattern often seen before a bull market peaks, while Mark Hulbert notes the “Single Greatest Predictor” indicator is at its most bearish reading ever—implying lower stock returns over the next decade, though not signaling an immediate bear market.
S&P 500 Flashes Warning Sign as 200-Day Moving Average Is Breached
The S&P 500 dipped below its 200-day moving average, a historically concerning signal, and Lance Roberts outlines a six-indicator checklist plus a six-step defensive plan: trim concentration in high-valuation holdings, hold 10–15% cash, tilt toward quality stocks, favor defensive sectors, tighten downside stops on volatile names, and extend Treasury duration to five–seven years to help shield portfolios from potential near-term downside.
Two overlooked assets beat inflation in 1970s-style stagflation, data show
MarketWatch highlights that during the 1973–1982 stagflation era, US small-cap stocks outpaced inflation by about 5.9% annually and housing by about 5.5% annually, while gold underperformed as an inflation hedge over that span, suggesting small-caps and housing are the two overlooked defenses against stagflation.
Defense-Driven Turnaround Reframes Rocket Lab's Growth Story
Rocket Lab's revenue mix is moving toward defense-related programs, with Space Systems delivering a large portion of Q4 revenue and the backlog expanding to $1.85 billion. A delay of the Neutron program to late 2026 adds near-term execution risk, while the stock trades around 52x 2026 sales, reflecting lofty growth expectations as management targets revenue growth from roughly $850 million to about $3.7 billion over the next five years.
Markets Brace for a Possible Lost Decade as Bubble-Era Valuations Return
Valuations are stretched, nearing levels seen at the March 2000 burst, and Hulbert cites a CAPE-based model that once forecast a negative real-return decade (S&P 500 about -7% annually, Nasdaq-100 about -10%). With today’s high valuations and AI hype, the coming decade could deliver subpar gains despite a prolonged bull run, reminding investors that 'this time is different' arguments often precede a disappointing stretch.
Three Dividend Machines to Jumpstart Retirement Income
Leo Nelissen highlights a trio of income bets for retirees: Ares Capital (ARCC) at about 10.4% yield, trading below book value with a BBB rating and a sustainable dividend; Agree Realty’s 4.250% DEP preferred (ADC.PR.A) at roughly 6.2% yield and trading well below liquidation value, bolstered by Agree Realty’s strong balance sheet; and Rayonier (RYN) at about 5.2% yield with inflation protection, though it recently cut its dividend after a merger. Together, these picks offer diversified risk–reward for retirement income.
Crisis-tested picks: 11 stocks that shine when liquidity dries up
MarketWatch’s Mark Hulbert identifies 11 stocks that historically post profits during geopolitical crises when market liquidity tightens. Excluding oil plays, these picks have low liquidity sensitivity and are also recommended by at least two newsletters Hulbert tracks. The table shows Kroger leading at around +16.8% on crisis periods, followed by Target (+6.5%), Lockheed Martin (+5.9%), FactSet (+4.5%), Archer Daniels Midland (+3.7%), Broadcom (+3.6%), Adobe (+2.6%), Microsoft (+2.3%), Comcast (+2.1%), Hormel Foods (+1.4%), and Kinsale Capital Group (+0.8%), with State Street SPDR ETF (SPY) near flat to slightly negative (-0.2%). The idea is these stocks tend to hold up when liquidity dries up, though they may underperform when liquidity returns.)
Retire on Dividends: A Simple Rule and 3 Proven Income Machines
The piece argues that many dividend investors chase the wrong metric and presents a simple rule to separate sustainable dividend income from risky payouts, using three income-generating machines as proof (illustrated through a mix of dividend ETFs and select stocks).