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Sportradar (SRAD), Unity (U) and Triple Flag (TFPM) Report

After a moonshot among most major indexes following the election and a second Fed rate cut, the market retrenched a bit this week, as the Fed hinted more rate cuts are a coin flip, as Treasury rates picked up again, and as some profit taking set in. The big-cap indexes are off a bit more than 1%, though the broad market and certain growth measures have pulled in more.

WHAT TO DO NOW: The news this past weekend that the U.S. and China have slashed tariffs sent the market soaring yesterday. Of course, there are still headwinds out there (Cabot Trend Lines not yet positive, relatively few new highs among growth stocks), and we wouldn’t be surprised to see a pullback now that the “good” news is out.

The major indexes are all up this week as the headlines continued to hit the wires (Nvidia’s earnings, renewed U.S.-China trade tension), and the big-cap indexes briefly nosed to new recovery highs yesterday morning. But overall, we still see the market as in the midst of a consolidation phase, with most indexes, sectors and stocks catching their breath after the prior run-up.

January has lived up to its reputation in 2025, with plenty of volatility, cross-currents and news-driven moves, highlighted by this week’s huge AI infrastructure selloff and partial recovery while the broad market improved.

It’s obviously been an eventful week, starting off with some mini-panic on Monday, though the market did find support three days in a row. But Wednesday evening’s tariff announcement has sent the market into a tailspin, with huge losses yesterday and, after China’s retaliation moves announced this morning, further big losses today. We have thoughts, so let’s run through them.

Stocks have been impressively resilient. The market handled the Iran news like a trooper. Stocks have rallied since the U.S. bombing.

It seems like the default position of investors is optimism. Stocks seem to want to go higher and only go lower when they defy gravity. The market made up the tariff panic in short order. Rates have remained stubbornly high. The news from the Middle East is wild. Yet stocks are within bad-breath distance of the all-time high.

The market has recovered well from its January–February slide, but after forming a V-shaped bounce, the major indexes have stalled out over the last few days. It’s likely that markets will need a while to catch their breath, and we don’t want to get ahead of them. In the Model Portfolio, while we are close to recommending new buys, we want to have the Cabot Tides at our back when we do so.

Tonight I’m recommending selling National Storage Affiliates (NSA) (ideally tomorrow on a bounce), and redeploying the profits into one of my other buy-rated stocks.

One yield-boosting strategy that’s increased in popularity is writing covered calls on dividend paying stocks.

The odds of a June interest rate increase have now fallen to 47%, from 60% earlier this month. A December rate hike is seen as even less likely, with odds currently at 37%, down from 56%. That’s led to additional gains in bond alternatives like utilities.

Our portfolio is outperforming the index by roughly 100%, on average. But we’re not the only ones. Many targeted mutual funds are also demolishing the Russell 2000 Small Cap Index.

With earnings season largely over most of our stocks are now moving based on news that affects the broad market, and less on company-specific trends, with a few exceptions.

Is your investment portfolio made up of all the most popular stocks? You may not get the investing returns you’re hoping for.

Like nature, stock markets have seasons. We experienced a brief but frigid winter about 18 months ago when nearly every stock wilted as capital markets froze (no pun intended, mostly). Then, just as surely as spring follows winter, an exceptionally generous dose of warm sunshine, water and fertilizer in the forms of extremely aggressive monetary and fiscal liquidity and stimulus returned the stock market to brilliant health where nearly every stock blossomed with vibrant growth.

One of my favorite stock investments is a “buy low opportunity,” stocks the Market and investors have not yet capitalized on. VOYA fits the bill.

Health Management Associates Inc. (HMA, NYSE) owns and operates general acute care hospitals and psychiatric hospitals in rural and nonurban communities. ... We are raising our target price to $11 on BUY-rated Health Management Associates. We believe the company has opportunities to grow its top line and to expand the...

Dividend Detective is a website catering to income-oriented investors. It offers buy/sell recommendations and extensive background information on stocks in 15 different dividend-paying categories, such as banks, utilities, energy partnerships, closed-end funds, preferred stocks, and real estate investment trusts. Other features include: Dividend Detective Highlights: a monthly printable executive...

We have a few portfolio stocks that warrant attention this week, amid an ongoing sector rotation. Money is flowing out of overvalued tech stocks into quite a variety of undervalued industries.