Excerpt from the article: “The Federal Reserve often raises interest rates during inflationary times to cool demand, which means that volatile stocks may sharply reverse,” says Don Kaufman, co-founder of trading education platform TheoTrade. When screening for volatility, investors should focus on a stock’s beta, which measures its sensitivity relative to the benchmark S&P 500. Generally, a beta of less than 1 indicates lower volatility. “By looking for low-to-moderate-beta dividend stocks, investors can steer clear of companies that may pay higher dividend yields but have excessive volatility and price risk,” Kaufman says. A great example here is defensive health care sector stock Johnson & Johnson. This company currently pays a dividend yield of 2.8% while sporting a low beta of 0.5. Read the full article on US News & World Report HERE

Christine Lee: Joining us now discuss is TheoTrade Co-Founder Don Kaufman. Don, give us the technical analysis of what you’re seeing right now. We’re seeing Bitcoin rising throughout January. It seems to be a bit of a correction. Are we in a bear market rally that is now correcting itself or something more dangerous? Don Kaufman: Yeah, one of the things I would absolutely consider here is this is probably still the kind of quintessential bear market rally, and I know that that’s not necessarily what people want to hear, but in a bear market rally, look prior to this rally back, which the entire S&P 500 rallied, tech rallied. Prior to that though, I did not see that huge capitulation event I believe that really needed to occur, and ultimately the FTX debacle really, I think made people in this marketplace believe that the worst is ultimately behind them.

Excerpt from the article: However, there is a way to guarantee your ability to sell a stock at a set price through a strategy called a “married put.” This is an important strategy to deploy before corporate earnings and other volatile events, which can help you lock in your gains and reduce risk. This process of understanding how to hedge risk using specific criteria is something we emphasize at TheoTrade, where I serve as Chief Market Strategist, and is something any savvy investor would be wise to consider. Read the full article on NewThinking’s website HERE

Excerpt From CNBC’s site: Jeff Bierman, chief market technician at TheoTrade, joins ‘The Exchange’ to discuss why investors shouldn’t be near consumer staple companies. THU, JAN 26 20232:21 PM EST Professor Bierman talks consumer staples – are they a haven for “bargain hunters or bottom feeders?” Watch below to find out where the Professor stands… Watch the full interview on CNBC – HERE

Excerpt from the article/interview: “Every sector of the S&P [500] needs to come to a single-digit multiple before it signals a market bottom,” Bierman wrote. “Semiconductors, oil, and retail (in certain parts) are there. Consumer staples – not even close.” He pointed to Coca-Cola, a favorite of Warren Buffett’s that Bierman views as overvalued because its trading at a 26 multiple, a level misaligned with its earnings and revenue. Read the interview/article in full on Markets Insider HERE

Excerpt from the Article: After the U.S. stock market made all-time highs last year, I spoke with Jeffrey Bierman, a professional stock-trader with more than three decades of experience. Bierman also lectures on TheoTrade.com and TheQuantGuy.com, and is an adjunct professor at Loyola University and DePaul University, both in Chicago. At the S&P 500’s SPX, -0.07% high he predicted a drop to 3600 or lower in 2022, and he was right. I recently caught up with Bierman to discuss his latest projections and strategies for U.S. stocks: MarketWatch: What strategies do you recommend for investors in this environment? Bierman: First, you can’t be 100% in stocks. Second, you have to look for yield. The yield on bonds right now is competitive with stocks. If you can get 4% for a bond with half the risk of the S&P 500, then it pays to buy bonds because the yields are secure and volatility is lower. Move

Article Excerpt: Investors sought refuge in consumer staples stocks last year as the broader equity market sank into bear territory, but that group is now in a bubble that’s on the verge of popping, says one veteran chart technician. “The greatest opportunity to short on Wall Street, according to risk/reward, is consumer staples. This is the beginning of the breakdown in consumer staples, for the long term,” Jeff Bierman, chief market technician at TheoTrade, said in a note this week. Read the full article/interview on YahooFinance HERE

Excerpt from the article: Investors wouldn’t be blamed for sizing up the first losing week in three for the S&P 500 and decide to start the weekend early. And stock futures are just barely positive. Who can blame them after the mixed bag of data this week that has reigniting worries in some corners about whether the Fed could push the economy into a recession with its rate-hike plans? That brings us to our call of the day from TheoTrade’s chief market technician, Professor Jeff Bierman, who sees a bubble ahead for consumer staples, which he calls a “‘safe haven’ rotation sector that is overbought and overpriced.” Bierman doesn’t hold back with his warning. “We’re heading into a recession and consumer staples are priced like growth stocks when they’re actually value stocks. The Marubozo signals that we are in for a much deeper correction in consumer staples than we’ve experienced in the past couple

Excerpt from the Article: This week we interview Professor Jeff Bierman. We discuss why 2022 was a year or reprogramming and why 2023 will be the year of recalibration. There are large changes afoot and we discuss most of them on this show. Fed fueled fantasy, rotations, locking in yield, active vs passive, valuations, and more. Listen to this entertaining and educational podcast directly on Money Tree Podcast HERE or on Apple Podcasts HERE

  Article excerpt: But according to Jeff Bierman, the chief market technician at TheoTrade who held the same position at TD Ameritrade between 2007-2015, investors shouldn’t be betting on a shift to dovish policy in 2023.  From here, inflation is likely to fall more slowly back to its 2% target, meaning the Fed will most likely keep interest rates elevated, he said. The Fed has said they intend to keep the fed funds rate at the terminal rate — or the rate at which they pause hiking — through 2023, despite the market believing differently. “Inflation goes up like a volcano and comes down like a feather,” Bierman said. “It’s going to take a while to reset inflation lower.” He added: “The idea of a pivot? Not going to happen.” Read the full article on Business Insider HERE