The US economy is showing robust growth with the S&P 500 earnings up 27.7% in Q1, driven by tech sector gains like 50% earnings growth in IT and nearly 49% in communication services. This strength dispels recession fears and bubble concerns, as valuations stabilize and earnings rise. The Neuberger Berman Next Generation Connectivity Fund (NBXG), focused on tech stocks such as Meta and NVIDIA, offers a 9.4% dividend yield at a 15% discount to its net asset value, providing both income and potential capital appreciation. Its sustainable payout and recent dividend hike make NBXG an attractive option for investors seeking high income in a booming economy.
The Invesco S&P 500 Momentum ETF (SPMO) has consistently outperformed the S&P 500 by owning the top 100 momentum stocks from the index, rebalancing twice a year. Over the past decade, it returned 457% compared to the S&P 500's 262%, while also managi...
President Trump called off a planned military strike on Iran to allow one last chance for a diplomatic deal, but the likelihood of an agreement remains low. Markets were surprised that US-Iran negotiations continue, signaling a last effort to avoid c...
The S&P 500's recent gains are largely fueled by AI-related stocks, with 85% of the rally concentrated in a few major hyperscalers. Semiconductor stocks, including those in the SOXX index, show signs of extreme overvaluation, nearing historical bubbl...
The iShares S&P 500 Growth ETF (IVW) charges 0.18% annually, significantly higher than similar ETFs like SPYG (0.04%) and VOOG (0.08%), despite tracking nearly the same S&P 500 Growth Index. Over long periods, this fee difference can cost investors t...
The S&P 500's strong earnings growth of 27.7% in Q1 is fueling the market's continued rise, potentially marking the best performance since late 2021. Meanwhile, the 10-year U.S. Treasury yield has surged to a one-year high of 4.60%, breaking a downtr...
