Author: Joe Duarte

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Bullish Fed News, Big Tech Booms on AI Buzz, and How to Play the New Megatrend | Top Advisors Corner
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Bullish Fed News, Big Tech Booms on AI Buzz, and How to Play the New Megatrend | Top Advisors Corner

Here is a bullish thought. The Federal Reserve seems to have lost its consensus about higher interest rates. Consider the following: On the day the Nasdaq 100 Index (NDX) broke out to a new high, 5/18/23, the Federal Reserve’s recently anointed Dallas Fed president, Lorie Logan, noted the Fed had “made progress” against inflation. However, she...

Welcome to the Tom and Jerry Markets | Top Advisors Corner
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Welcome to the Tom and Jerry Markets | Top Advisors Corner

Welcome to the Tom and Jerry Markets Anyone who’s watched Tom and Jerry cartoons knows that a friendly game of cat and mouse can be quite amusing. In real life, however, cat-and-mouse games can have serious consequences. Currently, the markets and the Fed are playing a dangerous version of this game. Overall, I remain selectively bullish,...

Introducing the Four Horsemen of MELA; Homebuilders Thrive as Commercial Real Estate Implodes | Top Advisors Corner
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Introducing the Four Horsemen of MELA; Homebuilders Thrive as Commercial Real Estate Implodes | Top Advisors Corner

The next liquidity crisis will likely be spurred by the woes in commercial real estate (CRE); ironically, a four-headed megatrend which has been accelerated by the Fed’s rate hike cycle.  Introducing the Four Horsemen of MELA:  The Great Migration – population shifts to suburbs, rural areas, and the sunbelt;  The CRE implosion from an oversupply of office...

As Fed Plays with Fire, Focus on Strength, Ignore Intraday Volatility, and Expect the Unexpected | Top Advisors Corner
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As Fed Plays with Fire, Focus on Strength, Ignore Intraday Volatility, and Expect the Unexpected | Top Advisors Corner

There is only one way to survive this market. Focus on strength. Ignore the intraday volatility. And always expect the unexpected. The stock market remains in a stubborn trading pattern, with nearly equal measures of strength and relative weakness. On the one hand, many hedge funds remain short stocks. Their short-term options related plays create...