
Michael Brush
Stock Market Columnist at MarketWatch
Contributor at Freelance
MarketWatch columnist; Cabot Cannabis. Prior: NYT Biz, Economist Group, MSN, Columbia Biz Schl, Hopkins SAIS Italy.🚫 consensus. Stock letter: https://t.co/OURT9jAARf.
Articles
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1 week ago |
marketwatch.com | Michael Brush
Michael Brush‘We’ll look back on this and think this was a good opportunity,’ managers of this top technology fund predictPublished: April 14, 2025 at 12:23 p.m. ETTech is one of the best places to look for bargain-priced stocks now, because the sector has been hit so hard. The worst of the tariff storm could be behind us. Meanwhile, the U.S. economy will likely avert a recession, since employment is holding up and companies generally have strong balance sheets.
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1 week ago |
morningstar.com | Michael Brush
By Michael Brush 'We'll look back on this and think this was a good opportunity,' managers of this top technology fund predict Tech is one of the best places to look for bargain-priced stocks now, because the sector has been hit so hard. The worst of the tariff storm could be behind us. Meanwhile, the U.S. economy will likely avert a recession, since employment is holding up and companies generally have strong balance sheets.
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2 weeks ago |
uponstocks.com | Michael Brush
Many doubts about the stock market and the economy remain. As Bank of America notes, the simple reality is that there’s no tariff playbook. These are unprecedented times. But now, it seems like a good point to step up your buying a bit more aggressively. Some reasons why:* Stock investors are nearing or in a state of panic. The VIX has spiked to above 42. That’s a rare level only seen during particularly troubling times like the Great Financial Crisis.
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4 weeks ago |
marketwatch.com | Michael Brush
Michael BrushInvestors’ deep pessimism is actually bullish, and less regulatory constraint could fuel new drug approval and M&APublished: March 27, 2025 at 7:40 a.m. ET Photo: Agence France-Presse/Getty ImagesBiotech is one of the U.S. stock market’s most unloved sectors. But several indicators suggest that a bottom in sentiment could be near, and that’s normally a good time to buy. Here are the signs that sentiment may be near an extreme low. 1.
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4 weeks ago |
morningstar.com | Michael Brush
By Michael Brush Investors' deep pessimism is actually bullish, and less regulatory constraint could fuel new drug approval and M&A Biotech is one of the U.S. stock market's most unloved sectors. But several indicators suggest that a bottom in sentiment could be near, and that's normally a good time to buy. Here are the signs that sentiment may be near an extreme low. 1.
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Is foreign capital flight bad for the US economy? https://t.co/NpOT2VNJzi

The U.S. is de-industrializing under the new tariff regime. Philly Fed index: https://t.co/3TvUN7vu3s

$HTZ suggested in my stock letter Brush Up on Stocks, May 6, 2024, Update VII, 9:39 pm EDT at $4.84 per share. https://t.co/s32AvdFN3i