Individual Investors have advantage over institutional investors that can provide significant excess returns. They can go into corners of the market that are far less efficient than larger stocks, buy smaller companies that large institutions can, and they have no institutional mandate or shareholders and outside investors looking over their shoulder questioning every move. The corner of the market referred to as Deep Value is as cheap as it has ever been during my 40-year career. If you are running billions of dollars, deep value investing does not work for you most of the time. Individual investors do not need to sell a million shares in the blink of an eye. They can own smaller companies and unpopular yet profitable businesses that are mispriced. For individual investors, the combining valuation and credit analysis works consistently and can deliver market crushing returns. While we hear much talk of how value investing does not work, the truth is that it works just fine—it just does not scale. 

 Significant changes in the corporate bond market structure and further evolution of the market environment. 

The S&P 500 posted its second consecutive 20%+ annual advance. Yet since WWII, only 20% of the time did the S&P 500 follow up with a “three-peat.” What’s more, 2024 was the sixth year in the past eight in which the Tech sector rose by 30% or more. With that in mind, should investors buy last year’s winners or losers? A “Free Lunch” is defined as receiving something for nothing, or with investing, receiving a higher return with lower volatility. In this presentation, Sam Stovall, Chief Investment Strategist at CFRA Research, will discuss whether history advises buying last year’s winners or losers and how a portfolio consisting of only two sectors delivered 94% of Tech’s return since 1990 with 40% lower volatility. 

Join Darren Neuschwander, CPA, managing member of Green, Neuschwander & Manning, LLC, for insights and information to help traders file their 2024 federal tax returns. This session will go over how active traders can qualify for trader tax status (TTS) to deduct business, start-up, and home office expenses on 2024 tax returns. Active securities traders trigger many wash sale loss adjustments, which can defer capital losses to the subsequent year. TTS traders can elect Section 475 mark-to-market accounting on securities, which exempts them from wash sale losses and the $3,000 capital loss limitation. It’s ordinary income or loss. However, the 2024 Section 475 election was due by April 15, 2024. 

Garrett Patten, senior analyst at ElliottWaveTrader, shares his chart analysis on individual stocks that may be setting up for moves in 2025.   Garrett, who co-hosts Stock Waves and the Metals & Mining services at EWT in addition to hosting World Markets, will also share his insights into which areas of the market present the best opportunities this year. 

IBD’s MarketDiem newsletter gives you hand-picked trade ideas for stocks and options right in your inbox every weekday during market hours. Our team does the research, so you get smarter trading insights, timely market analysis, and even bite-size investing lessons––all in a quick 5-minute read. Subscribe today for $4.99 per month or just $20 for the entire year.    

 Weiss Ratings editor Sean Brodrick has spent decades in the gold fields. Now, he'll tell you the top five gold and silver stocks you need to own right now, to catch the next big leg of the precious metals bull market. 

Get Jeff’s full 2025 forecast, plus hot stock and ETF picks for the AI Tech Super Boom! 2024 was a huge year, and the market has come a long way over the past two years so some profit taking is not unusual. My bullish 2024 Annual Forecast was on target with my best-case scenario of 15-25%. Election cycle pattern since 1949 paints a rather bullish picture for 2025. I expect the market to be up 8-12%. My January Barometer Holds the Key.

Join Pavel Molchanov for this in-depth session, designed to bring you the latest intelligence available so you can identify and profit from the opportunities in today's markets. The knowledge you gain by attending this session can help you make better investing or trading decisions tomorrow.

From Cryptos and Mega-Caps to the Dollar, Crude and Corn, no market sectors are going to be left untouched as instruments rotate to new levels of equilibrium as investors and traders begin to understand the ramifications and unintended consequences stemming from a new legislative agenda.  Nobody can say with certainty what is going to happen.  Don't predict - follow price action!  Join me as we walk through the application of trend following principles on futures, equities and cryptos.

Gold has been on a tear as it enters the last, most manic phase of a secular bull market. The setup is very real; it’s poised to be extremely profitable and doesn’t come around often. In his presentation, Omar Ayales will take you on a chart walk to justify his take on the direction of the gold market and discuss the fundamentals driving its price today. He will also give you his top picks, positioned to deliver alpha performance in 2025. 

US equities have seen one of their best two-year rallies on record, while significant shifts are happening in Washington, DC. What can investors expect for the remainder of the year and into the future? Should your focus be on the political scene in DC? What are the crucial market areas that demand your attention?

David Morgan will outline The Morgan Report January Forecast issue covering the major markets.

How the Trump Administration is going to transform the global economy.

The best performers in 2024 were crypto and AI. Did you miss out on their spectacular year? Are you too late to enjoy the ride? If you did win, should you continue to ride the wave, take some profits, or sell everything? What assets will be the top performers of 2025? Which will be the worst that we should underweight?