Trading Places with Tom Bowley

A Look Back At The Clues Of This Pandemic Rally And Why We're Just Getting Started

by Tom Bowley

Global markets are rallying as more and more analysts look beyond the devastation caused by the 100-year pandemic and see a very bright economic outlook. Pent up demand, combined with historically-low interest rates will likely prove to be very bullish in the end... Read More 

Trading Places with Tom Bowley

We Have The #1 Draft Pick (And Picks 2 Through 10) Once Again And We're Going To Make It Count!

by Tom Bowley

Every 3 months, on February 19th, May 19th, August 19th, and November 19th, we host our own version of a "Draft Party". It's the most exciting day of the quarter for us at EarningsBeats.com. The anticipation has been building for weeks, and for good reason... Read More 

Trading Places with Tom Bowley

Pandemic Index: Recent Relative Strength Means We Should Start Looking At Different Industries

by Tom Bowley

Ever since the worst industry groups in March and April revealed themselves, I've been tracking what I refer to as my Pandemic Index. It's an equal-weighted index of the 10 worst performing industry groups during the pandemic's first few months... Read More 

Trading Places with Tom Bowley

Sector And Industry Rotation Is The Most Important Factor In Outperforming The S&P 500.....And It's Changing

by Tom Bowley

During the initial stages of the pandemic in March and April, it became quite clear to me that companies with a strong online brand and presence were set to outperform the broad S&P 500 index... Read More 

Trading Places with Tom Bowley

Is The NASDAQ 100 Trending Higher Again? Watch These Two Charts

by Tom Bowley

We have seen tremendous leadership from the NASDAQ 100 ($NDX) throughout 2020 and the COVID-19 pandemic. Many growth-oriented component stocks have done exceptionally well as they've adjusted to this "stay-at-home" and "social distancing" environment... Read More 

Trading Places with Tom Bowley

Here Are The 39 Stocks In Our 4 Portfolios That Have Enabled Us To Crush The S&P 500 This Quarter

by Tom Bowley

Special Note This is a weekly portfolio report that I send to our EarningsBeats.com members every Sunday. It's designed to provide a summary of our portfolio performance over the past week, highlighting the stocks that have led our portfolios higher (or lower)... Read More 

Trading Places with Tom Bowley

Portfolios Break To New Record Highs; 4 Portfolio Stocks Likely To Remain For Next Quarter

by Tom Bowley

Portfolios Update 4 of our 5 portfolios - Model, Aggressive, Strong AD, and Model ETF - all exceeded their prior closing highs on Friday. The Strong AD Portfolio soared more than 18% last week, absolutely crushing the S&P 500... Read More 

Trading Places with Tom Bowley

Earnings And The Fed: They Drive The Market, Not The Virus

by Tom Bowley

When valuing a company, the two key variables are earnings (and earnings growth) and interest rates... Read More 

Trading Places with Tom Bowley

Here's A Sector And A Stock That You Don't Want To Ignore In November

by Tom Bowley

I have a huge preference for owning companies that are leaders within their industry and the industry itself is a leader... Read More