Good evening investor!
Markets are closed, but this weekend handed you a lot to chew on. Friday's session was basically a wash at the index level, with the S&P 500 nearly flat and the Dow nudging higher while the Nasdaq slipped about two-thirds of a percent, which tells you growth and tech are still carrying some weight heading into the new week.
The more interesting story might be what is happening beneath the surface, where peace talk hopes pulled oil prices back and gave the broader market room to breathe. That oil retreat is worth watching closely, because if it holds, the calculus on energy-linked dividend stocks gets more complicated fast.
The setup heading into Monday feels like a classic value investor's moment of patience being tested. Semiconductor names like AMD, Nvidia, and Intel are apparently testing key technical support levels, which sounds scary but historically is exactly where patient buyers have found their entry points.
Add to that a Wharton professor flagging this upcoming FOMC meeting as unusually important, and suddenly the risk picture for the week ahead snaps into focus. If you have been waiting for a cleaner read on where rates are headed and what cyclical value names deserve a second look, the next five trading days might give you exactly that.
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I see strong upside momentum in cyclical sectors, especially transportation, as leading indicators signal a broadening economic recovery beyond Big Tech. UNP and ODFL exemplify my thesis: both have surged on early signs of recovery, benefiting from pricing power and secular demand tailwinds. Despite elevated valuations—UNP at 24x and ODFL at 44x earnings—I expect earnings upgrades to support further upside as the expansion unfolds.
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Microchips look like they're going to try to show signs of life.
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Text Me the AlertsFlood Into Gold
Rising oil prices and market jitters put dividend growth in focus as stocks like GormanRupp stand out for resilient payouts.
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U.S. stocks were mixed, with the Dow Jones index gaining around 0.2% on Friday.
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Jim Rickards believes the Trump administration is about to take a direct stake in a tiny $2 stock. The Trump administration has taken a direct stake in MP Materials, Lithium America, Trilogy Metals, and USA Rare Earth. Each time, shares sprinted higher.
Click here to see why Jim believes this one is next.