The recently released minutes from the Federal Reserve’s July meeting provide a glimpse into a complex policy debate unfolding within the central bank. While a unanimous decision was made to keep interest rates steady, it is clear that several officials saw a compelling argument for cutting rates. This suggests a subtle yet significant shift in…
Treasury Yields Climb, and Investors Aren’t Worried. What’s Going On?
Aldel Galo | August 9, 2024
The U.S. Treasury market experienced a notable shift this Thursday, with yields on the benchmark 10-year note approaching the 4% threshold for the first time in a week. Interestingly, this development hasn’t rattled stock investors, who seem quite comfortable with the upward trajectory of yields. Typically, rising yields can trigger anxiety in the market, often…
Cooling Inflation Raises Hopes for Fed Rate Cuts This Fall
Aldel Galo | July 12, 2024
The latest signs of cooling inflation suggest that the Federal Reserve may gain enough confidence to cut interest rates this fall. After the release of favorable Consumer Price Index (CPI) numbers on Thursday, the odds of a rate cut in September jumped, with traders now pricing in an 83% probability of an easing at the…
Calibre Mining’s Recent Developments: Advancing Gold Mine Construction and Receiving Environmental Approval
Aldel Galo | July 9, 2024
Calibre Mining Corp., a prominent name in the mining industry, has recently made significant strides in the development of its gold mining projects. These updates are crucial for the company’s growth and have implications for the communities and economies where these mines are located. Here, we break down the latest news from Calibre Mining in…
Split Happens, But Will It Make You Rich? Unveiling the Hidden Gem Behind Williams-Sonoma’s Stock Split
Aldel Galo | July 9, 2024
The allure of stock splits has captivated investors in 2024. Tech giants like Nvidia (NVDA) and Broadcom (AVGO) have announced splits, but a lesser-known company boasts an even more compelling long-term story and an impending stock split of its own. Williams-Sonoma (WSM), the home furnishings powerhouse behind Pottery Barn, West Elm, and its namesake brand,…
Beyond the Nvidia Hype: Exploring Alternative AI Plays
Aldel Galo | July 5, 2024
Nvidia, the undisputed titan of the artificial intelligence (AI) landscape, continues to attract significant investor interest. Its pivotal role in powering AI advancements has made it a darling for those who believe that AI is not just a passing trend but a transformative force poised to reshape industries. However, recent market dynamics suggest a potential…
Beneath the Summer Sun: The Shifting Tides of the Stock Market
Aldel Galo | June 28, 2024
The U.S. stock market has been soaring through the first half of 2024, propelled by the remarkable growth of major tech giants. The S&P 500 and Dow Jones Industrial Average have repeatedly shattered records, painting a rosy picture for investors. However, as we approach the typically prosperous month of July, a closer examination reveals a…
Why Target’s Dividend Growth Outshines Coca-Cola
Aldel Galo | June 24, 2024
Coca-Cola (NYSE: KO) epitomizes dividend reliability with 62 years of consecutive increases, boasting a 3.1% yield bolstered by a business model resilient against economic downturns. It remains a bastion of safe passive income for investors. However, another Dividend King, Target (NYSE: TGT), merits a closer look despite its recent challenges. Target’s recent trajectory has been…
Insights from a Veteran Advisor on Inflation, Investment Strategies
Aldel Galo | April 26, 2024
In the latter part of 2020, amidst what many would call an easy-money period marked by remarkably low federal funds rates at 0.09% and minimal annual inflation at 1.2%, a seasoned advisor from Merrill Private Wealth Management made a notably contrarian forecast. This advisor, with over three decades of experience, pointed out an under-discussed indicator:…
PayPal: An Undervalued Gem in the Payments Space
Aldel Galo | March 12, 2024
While PayPal (PYPL) has struggled with profitability and sentiment in the face of recent market challenges, I believe the stock represents a significant bargain. My DCF analysis, supported by industry trends and strategic shifts, indicates the potential for considerable upside. Why PayPal is Poised for a Rebound Evolving Industry, Established Leader: The digital payments market…