NEWS
August 2025 Stock Market Rotation
Money rarely leaves markets. It rotates. We’ve seen a lot of this lately. Let’s visualize the August 2025 stock market rotation. There’s been a big change in equity behavior in August. Growth stocks have come under pressure while defensive areas thrive. Some will...
Market Podcast: August 20, 2025
8/20/2025 Navellier & Associates owns Nvidia Corp (NVDA), Costco Wholesale Corporation (COST), and Palantir Technologies Inc. Class A (PLTR), in managed accounts. Louis Navellier and his family own Nvidia Corp (NVDA), Palantir Technologies Inc. Class A (PLTR), and...
Market Podcast: August 19, 2025
8/19/2025 Navellier & Associates owns NVidia (NVDA) in managed accounts. A few accounts own Home Depot, Inc. (HD) per client request. Louis Navellier and his family own NVidia (NVDA) via a Navellier managed account and in a personal account. They do not personally...
Powell Must Signal Rate Cut for Market to Move Higher: Young
Our Chief Investment Strategist Alec Young joins Nicole Petallides with Schwab Network stating what the market needs this week is for Fed Chair Jerome Powell to signal a rate cut at Jackson Hole. Young: Powell Must Signal Rate Cut for Market to Move Higher “There’s...
8-19-25: Major Indicators Point to the First Fed Rate Cut in 2025
by Louis Navellier August 19, 2025 Last week, two major inflation indicators were released. First, on Tuesday, the Labor Department announced the Consumer Price Index (CPI) rose 0.2% in July and 2.7% in the past 12-months. The more widely watched “core” CPI, excluding...
8-19-25: High-Tech Health Care is Rapidly Monetizing AI
by Bryan Perry August 19, 2025 Of all the discussions, agreements and questions surrounding the virtues and evils of artificial intelligence (AI), few will debate the positive contribution AI is having on health care in its many forms. If there were ever an industry...
8-19-25: Jackson Hole Began with a “Bang” in August 1982
by Gary Alexander August 19, 2025 Last week, I began the story of two dramatic Friday the 13th (of August) markets, the first being the time President Nixon gathered his Brain Trust in Camp David to devalue the dollar and close the gold window. The second dramatic...
8-19-25: The S&P 500 Hits New All-Time Highs, Now What?
by Ivan Martchev August 19, 2025 Some variation of market rotation – in this case, out of growth and into value – has begun, as over the last week the S&P 500 Equal Weight Index (+1.52%) outperformed the S&P 500 Index (+0.98%), while the S&P 500 Index...
8-19-25: Deciphering the Market’s Mixed Messages
by Jason Bodner August 19, 2025 In the 17th century, sailors navigating the Pacific Ocean sometimes found the wind would die completely, the sea would go glassy, and yet ominous dark clouds gathered on the horizon. This eerie calm before the storm seemed so...