11-26-19: Opinion:  The ‘Great Rotation’ Will Arrive In 2020 And Bring Another Strong Year For Stocks
InvestTalk27 Nov 2019

11-26-19: Opinion: The ‘Great Rotation’ Will Arrive In 2020 And Bring Another Strong Year For Stocks

JP Morgan analysts are predicting that retail investors might rapidly switch from bond funds to equity funds.

Today's Stocks & Topics: CSCO - Cisco Systems Inc., Consumer Confidence Index, Qualified Withdrawals from Roth IRAs, PEAK - Healthpeak Properties Inc., SPY - SPDR S&P 500 ETF Trust, UGAZ – Velocity Shares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index Excess Return, Investing in the Bull Market, DLTR - Dollar Tree Inc., Peer-to-Peer Lending, SCHW - Charles Schwab Corp. Buying AMTD - TD Ameritrade Holding Corp.

Plus: Key Benchmark Numbers and Market Comments for: Gold, Oil, Gasoline, Treasury Yields.

TRIVIA QUESTION: "If you had invested $500 in the Boeing IPO back in 1962, and let your money ride, WHAT would those shares be worth today? AND-- a bonus fact: Do you know WHAT major U.S. airline was formed from Boeing assets?"

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Episoder(2158)

Is the US Dollar Losing Its Edge? The Dollar Outlook in the Age of Oil Shocks and Geopolitical Risk

Is the US Dollar Losing Its Edge? The Dollar Outlook in the Age of Oil Shocks and Geopolitical Risk

The US dollar has been whipsawing — pulling back as the US-Iran attacks paused, while simultaneously hitting 40-year highs against the yen — creating a confusing picture for currency and international...

30 Jul 41min

Bond Market Outlook 2026: What Treasury Yields Near Multi-Year Highs Mean for Your Portfolio

Bond Market Outlook 2026: What Treasury Yields Near Multi-Year Highs Mean for Your Portfolio

The 10-year Treasury yield is hovering near January 2025 highs as oil-driven inflation fears collide with an uncertain Fed path, creating serious turbulence in bond markets. We break down what these y...

29 Jul 45min

Gas Prices Going Up in 2026: What the $4 Pump Means for Your Portfolio

Gas Prices Going Up in 2026: What the $4 Pump Means for Your Portfolio

U.S. gas prices have crossed the $4-per-gallon mark again as the ongoing conflict between the U.S. and Iran continues to rattle energy markets. With the Strait of Hormuz under threat and tanker traffi...

28 Jul 42min

The Fed's Impossible Position: War Inflation vs. Rate Cuts

The Fed's Impossible Position: War Inflation vs. Rate Cuts

With oil prices spiking and gas crossing $4 again due to Middle East conflict, the Federal Reserve faces a nightmare scenario where energy-driven inflation could force rate hikes even as the economy s...

25 Jul 41min

Dollar vs. Emerging Market Currencies: Is the Safe-Haven Rally a Trap?

Dollar vs. Emerging Market Currencies: Is the Safe-Haven Rally a Trap?

The U.S. dollar has been gaining ground as investors flee to safety amid escalating Middle East tensions, even as the pound and other currencies give back recent gains. But a stronger dollar has its o...

24 Jul 43min

Stocks Beyond Tech: Where Is the Market Actually Working Right Now?

Stocks Beyond Tech: Where Is the Market Actually Working Right Now?

Even as semiconductor stocks sell off and geopolitical headlines dominate, there are pockets of the market quietly delivering solid returns — and most retail investors are completely ignoring them. Th...

23 Jul 44min

Can the Magnificent Seven Earnings Hold the Market Up?

Can the Magnificent Seven Earnings Hold the Market Up?

With a major earnings season kicking off for the mega-cap tech names, an obscure volatility measure is pointing to a potential breakout — but the bar is sky-high and geopolitical headwinds are creatin...

22 Jul 44min

India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?

India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?

India is facing a double hit from the Iran conflict — oil import costs are surging while its rupee weakens, squeezing corporate margins and complicating the country's ambitious trade negotiations with...

21 Jul 45min

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