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July 2023

Can These First-Half Big Winners Continue to Lead the Way?

TradeSmith Research Team

The first half of 2023 was the Nasdaq’s best in 40 years. It wasn’t quite that history-making for the S&P 500, but it was still that bellwether’s best showing in four years. Those index gains are peanuts compared to the stocks leading the way. The question now is whether those big winners are likely to keep cranking out the gains – or if their first-half momentum is unsustainable. That’s what our Quantum Edge system is designed to tell us.

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This Was a Record Breaking Weekend

TradeSmith Research Team

Last month, I wrote to you that it was shaping up to be a very strong summer travel season. And…wow, has that turned out to be the case. Travel stocks have also run hot this past month with nine weeks of travel season still ahead. So, here are the most interesting findings on specific stocks from my Quantum Edge system as the summer wears on.

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Auto Stocks Surge – Here’s an Even Better Play

TradeSmith Research Team

Inflation is coming down, and we’re also starting to see car prices ease as supply-chain issues finally resolve and inventory becomes more plentiful. Shares of the biggest U.S. automakers have also come alive, especially in June. Ford (F) surged 25%, with Toyota (TM) and General Motors (GM) both popping around 15%. Should investors jump on the momentum? Or is it a nice little run that can’t last? Let see what my data shows. And I’ll tell you about an even better auto-related stock…

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June 2023

Brokerages Use Your “Free” Trades Against You – Here’s How We Turn The Tables

TradeSmith Research Team

Trading volume drops every summer. You might think that means quiet and sleepy trading, but the opposite is often the case. It can be a difficult environment in which to make money. Except for those big Wall Street firms that use supercomputer firepower – and information gleaned from trades made by investors like you – to make money even when volume is low. Here's how it works... and how to exact a measure of revenge.

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Your Mid-Year Game Plan: What’s Happening Now And What to Expect Next

TradeSmith Research Team

TradeSmith CEO Keith Kaplan recently asked me to sit down for a midyear check-in: To see what I’m looking for in stocks, and to get some thoughts on what investors should be doing right now. Keith is a friend – and my boss! – so I was on my best behavior. Seriously, though, our talk led to some useful insights about where we are, where we’re going, and how to make the most of it...

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Why in the World Would the Fed Say That?

TradeSmith Research Team

After 10 straight increases, the Fed left interest rates unchanged – the first time that’s happened since January 2022. Yay! But Powell also signaled that we’ve got a long way to go before inflation is beaten, so the Fed said it could bump rates higher again – maybe even two more times by the end of the year. Boooo! So, what do we make of his announcement? And how should we play this with our stock portfolios?

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