Excerpt from Louis Navellier's Marketmail - 3/05/2019
Our friends at the Bespoke Investment Group issued a report last Tuesday that showed that the S&P 500 is off to a great start this year, with 27 up days (73%) in the first 37 trading days. Since 1961, only eight other years have begun this strongly. In those eight cases, the S&P 500 rose by an additional average of 10.35% for the remainder of the year, with the smallest increase (2012) being 4.43% and the largest gain (1995) being 26.5%, so let’s hope history repeats itself with an additional 10% or greater rise this year.
It is important to remember that the U.S. remains an oasis of safety. China’s GDP growth has slowed, while Britain and the European Union (EU) are teetering on a recession. This is one reason why the U.S. dollar remains strong. Big multinational companies are being paid in eroding foreign currencies, so their earnings are being impacted by a massive currency headwind. However, domestic companies, especially many small-to-mid-capitalization stocks, are largely immune to any significant currency headwind.
Bryan Perry profiles the new realities in the energy sector with some specific high-yield recommendations in the LNG field. Gary Alexander wishes a happy 10th birthday to this bull market, along with a profile of the terrible gloom that accompanied its birth. Ivan Martchev profiles the U.S. Treasury market as the most attractive in the developed world with yields likely to rise even higher. Jason Bodner covers the growth-oriented sectors that take turns (Healthcare last week) leading the market surge in 2019. Then I return to review Tesla and other trendy stocks vs. the more mundane business of picking long-term winners.
IIncome Mail: Liquified Natural Gas is a Mega Theme for 2019
By Bryan Perry
U.S. Exports of LNG Set to Surge
Growth Mail: Happy 10th Birthday to the “Most Unloved Bull Market in History”
By Gary Alexander
The Power of “Reversion to the Mean”
Global Mail: Why the 10-Year Treasury is Likely Headed to 3%
By Ivan Martchev
U.S. Rates are the Highest in the Developed World
Sector Spotlight: Sometimes a “No Brainer” Can Backfire
By Jason Bodner
Healthcare Was King Last Week
A Look Ahead: High-Flying “Fad” Stocks do not Reflect the Real Market
By Louis Navellier
The U.S. Remains the Oasis of the Investing World