Invest Better with Advisor Market Intelligence Report
The ABS Market Intelligence Report is a weekly journal that helps conservative financial advisors & investors save time, cut through the noise, and increase returns. It is written by Irving Wilkinson, who is a Marine, former financial advisor, and self-avowed “Capitalist” with 25+ years of investing experience.
We don’t chase returns, “Meme Stocks,” or promote a political agenda. Our market research goal is to increase the alpha (returns above the market) while considering the beta (volatility) through technical, fundamental analysis, and geopolitical events.
Key Market Drivers – Know what is directly affecting the markets.
Index & Sector Trends – Determine which sectors or areas are trending up or down.
Global Market Analysis – Get a high-level picture of the US and global economy.
Stocks to Watch – High-quality blue-chip and dividend income stocks to watch.
Special Reports – Get critical insider insight on key market movers such as inflation, tax bills, and unique events.
Economic Calendar – Find out what is happening this week.
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Latest Stock Market Research and News
- Michigan Sentiment Bounces Up
The preliminary Michigan sentiment report revealed a lean September bounce to 71.0 from the 10-year low of 70.3 in August that undershot the pandemic bottom of 71.8 in April of 2020. The September bounce entirely reflected a rebound in expectations from an 8-year low, alongside a drop for current conditions to a new 17-month low. The 1-year inflation gauge bounced back to the 13-year high of 4.7% … - Wood’s ARK ETFs Dumps Part of Tesla Holdings (NASDAQ: TSLA)
We might be able to answer our own question about why the fund manager continues to sell large amounts of her Tesla (NASDAQ: TSLA) investment. If we had access to the brilliant brain of Cathie Wood, it would have been possible. This is not because Wood raves so much about Tesla and Elon Musk, but because the manager of the fund has a $3,000 price goal for the name. It’s …Wood’s ARK ETFs Dumps Part of Tesla Holdings (NASDAQ: TSLA) Read More »
- InvenTrust Starts Evaluating Liquidity Alternatives, And Increases Dividends
The board of directors of InvenTrust Properties Corp has started looking at liquidity alternatives. The company will evaluate a possible listing on a national securities exchange as they continue with this process. InvenTrust Properties, formerly known as Inland American Real Estate Trust, is a publicly-listed non-traded real estate investment trust (REIT). One of the biggest problems with non-traded REITs is a lack of liquidity. Haselkorn & Thibaut, …InvenTrust Starts Evaluating Liquidity Alternatives, And Increases Dividends Read More »
- JPMorgan Broker Yonara Valerio Banned Over COVID Relief Funds Investigation
The Financial Industry Regulatory Authority (FINRA) claims that it has banned another former JPMorgan broker who is accused of inappropriately obtaining economic relief from the federal government. According to BrokerCheck, JPMorgan has fired Yonara Valerio in October last year alleging that she fraudulently applied for and received a Small Business Administration (SBA) grant, without having an actual business purpose. The letter of acceptance, waiver, and consent published …JPMorgan Broker Yonara Valerio Banned Over COVID Relief Funds Investigation Read More »
- Worden Capital Management Advisor Joseph Todaro Charged For Excessive Trading
A customer dispute has been filed against Joseph Paul Todaro; an SW Financial registered representative. The case holds Todaro responsible for investment losses due to excessive trading and failure to follow instructions and poor services provided during their relationship with him. The investor is suing for over $200K in damages. This is not the first time that Todaro has been accused of excessive trading. The Melville, a …Worden Capital Management Advisor Joseph Todaro Charged For Excessive Trading Read More »
- CPI Continues Rising For Consumers
The CPI report undershot estimates in August, with gains of 0.3% for the headline and 0.1% for the core, leaving more moderate gains over the last two months after four months of outsized gains, suggesting we may be turning the corner on supply chain disruptions. The August gains rounded from respective increases of 0.274% and 0.102%, and the core gain is the smallest since January on a … - Weekly Stock Market Report: CPI, Debt Ceiling & Taxes
Key Drivers for the Week of Sept. 13, 2021 TIP – This is a 1-minute brief bullet-point summary. It is a tool that gives investors and financial a fast and simple list of what to watch for and talking points for the week. Q3 growth estimates revised lower amid drags from Delta, supply constraints Capital Hill infrastructure bill & debt ceiling battles Central banks generally move cautiously …Weekly Stock Market Report: CPI, Debt Ceiling & Taxes Read More »
- Market Sets Up For Pullback Right Before Debt Ceiling Limit
The market is definitely setting up for a pullback, but how much and when is the key question. The market is at a key tipping point. Right now, I am going over the data this morning and working on next week’s Advisor Market Intelligence Report. Many of the market indicators look like 2008. Back then, I was running the inside sales desk for a broker-dealer. It was very …Market Sets Up For Pullback Right Before Debt Ceiling Limit Read More »
- World Choice Securities: Thomas Stratton Barred by FINRA for Misrepresentations and Failure to Respond
A tip to the Securities Helpline for Seniors run by the Financial Industry Regulatory Authority (FINRA) led to an investigation into the activities of World Choice Securities financial advisor Thomas Ward Stratton (CRD#: 1646899). Stratton’s refusal to provide testimony in the investigation led to him being barred from the Securities industry by FINRA on the 12th of August. The investigation was regarding Stratton having allegedly misused customer funds in … - MBA Mortgage Index Falls As ReFi Continues Decline
The MBA mortgage applications index fell -1.9% in the week of September 3, following last week’s -2.4% drop, though the index remains well above the 18-month low from the first week of July. Today’s drop mostly reflects a -2.8% decline in the refi index, following last week’s -3.8% drop, as we further unwind the 6-month high at the start of August attributable to a mortgage rate decline. …MBA Mortgage Index Falls As ReFi Continues Decline Read More »
- Weekly Stock Market Report: Tapering vs Inflation
Key Drivers for the Week of Sept. 6, 2021 TIP – This is a 1-minute brief bullet-point summary. It is a tool that gives investors and financial a fast and simple list of what to watch for and talking points for the week. QE tapering prospects in the spotlight with ECB, RBA, BoC meetings FOMC likely to push off QE tightening announcement to at least November Inflation …Weekly Stock Market Report: Tapering vs Inflation Read More »
- Data: Jobs Undershot Reverses July Strength
The July jobs report undershot estimates for payrolls, the workweek, and hours worked that reversed the broad-based overshoots reported last month, alongside surprisingly strong hourly earnings data, and solid household figures that allowed a jobless rate drop to a new cycle low of 5.2%. The education sector actually subtracted -26k from payrolls, explaining some of the miss, while prior payrolls were raised by 135k, hence mitigating the …
