Author archives: Jaimini Desai

In last week’s commentary, we discussed the importance of the mid-June lows for the S&P 500 (SPY) and the possibility of an undercut and then a rebound. In many ways,…

For much of the last decade, the Fed was desperate to invigorate a stagnant labor market, especially from a wage perspective. To this end, it added trillions in liquidity to…

The stock market is decisively in bear market territory and is now flirting with new, 2022 lows. Clearly, there remains a considerable amount of risk especially in the near-term due…

The bear market has been brutal. Given the trend in inflation and weakening economy, it’s unlikely to end soon. For investors, the best strategy is to use the adverse market…

The bear market has been brutal, but one silver lining is the opportunity to scoop up high-quality stocks at a discount. Growth at a reasonable price (GARP) is one strategy…

The stock markets’ (SPY) plummet is continuing at an accelerated pace following the FOMC, where the main message seems to be that 75 basis points rate hikes are the new…

Target Hospitality (TH) is a specialty rental and hospitality services company that has been experiencing big gains in recent weeks. Read more to find out what’s driving the stock higher,…

The stock market has given back the bulk of its gains following a stronger than expected inflation print. Amid these challenging circumstances, investors should consider high-quality, defensive stocks like Elevance…

Last week, I talked about the likelihood of the S&P 500 (SPY) remaining range-bound due to the mix of bullish and bearish forces. One of the bullish forces was the…

EV sales are booming and are expected to displace gas-powered cars within a decade as the primary mode of transportation. Rather than trying to pick winners and losers among the…