Jaimini Desai has been a financial writer and reporter for nearly a decade. He has helped countless investors take profitable rides on some of the hottest growth trends. His previous experience includes writing for Investopedia, Seeking Alpha, and MT Newswires.
Jamini's first exposure to the stock market was during the dotcom bubble as a high-schooler. He was active in the markets during college and was trading full-time during the 2008 crash and reflation rally in 2009. This formative experience instilled in him the importance of risk-management, understanding market conditions, and betting big on the best ideas.
In his career, he has worked with investment managers, financial advisors, fintech companies, and news publishers. His unique background allows him to connect the dots between businesses, industries, economies, and markets.
He lives in Philadelphia, PA and loves his family and dogs (in no particular order). He enjoys playing tennis, yoga, and eating ice-cream. If you would like to see more of his best growth stock ideas, then click the following link See Jaimini Desai’s Favorite Growth Stocks.
Bear markets can be brutal and messy. They often don't end until testing the resolve of investors. And even for bears, they aren't easy affairs as evidenced by the stock market's 7% pop following a soft CPI report. They also are necessary and healthy as they cleanse the financial system and economy of fraud and bad actors as we are seeing with the FTX blowup. In terms of the economy, certain parts of the economy are under pressure, but there's nothing rotten systemically or signs of excess leverage which would cause a cascade lower like 2008. In today's commentary, I want to talk about the inflation report and put it in context within today’s stock market (SPY). Then, I want to touch on the various blowups that we've seen during the bear market and my gameplan for taking advantage of the opportunities created amid the wreckage. Read on below to find out more… Nov 16, 2022| 7:00am
Recessions and bear markets are great opportunities to buy top stocks at a discount. Over the next decade, some of the best-performing stocks will emerge from the EV industry. Read more to find out why investors should watch BYD (BYDDY), NXP Semiconductors (NXPI), and Sociedad Y Quimica (SQM) Nov 14, 2022| 9:59am
Following the midterm elections, it's clear that voters are rejecting extremist candidates on both sides, while moderates and independents are ascending. This article discusses some takeaways from the election and 3 stocks that should prosper - Walmart (WMT), Expedia (EXPE), and Northrop Grumman (NOC). Nov 14, 2022| 7:12am
The October CPI came in below expectations and fueled an explosive rally on Wall Street with the S&P 500 (SPY) up by more than 4% and bonds also shooting higher. In essence, the odds of a soft landing increase if inflation can turn lower and then keep moving lower. This development would also likely cause the Fed to slow its pace of hikes. Of course, the next big question, assuming that inflation has peaked, is how low will it fall? Will it plateau at higher levels or will it fall back to the 2% range? Today's commentary will explore these questions and the implications for our portfolio. Read on below to find out more… Nov 13, 2022| 7:00am
Atkore (ATKR) is one of the top GARP stocks in the market as it has a P/E of 4 and has grown its earnings by nearly 4 times over the last 2 years. Read on to find out why investors should take advantage of the recent dip in share prices... Nov 10, 2022| 5:25am
The S&P 500 (SPY) bear market rally came to an abrupt end amid the FOMC meeting and a better-than-expected employment report. The FOMC gave some hints about a possible slowing in the pace of hikes, but it was still hawkish on balance. The employment report showed some slowing in momentum but again was nowhere close enough to trigger a change in policy. In today's commentary, I want to go over why I am expecting choppy market action in the near-term despite these bearish developments and then review our strategy. Read on below to find out more… Nov 8, 2022| 2:04pm
2022 has been a challenging year for investors due to the combination of inflation and a slowing economy. Biotech stocks could be a place where investors can find outperformance given their low valuations and strong long-term fundamentals. Amgen (AMGN), Corcept Therapeutics (CORT), and Regneron (REGN) are 3 to consider. Nov 8, 2022| 8:01am
The stock market continues to be a challenging environment with rising rates a potent headwind. So far, the economy has been stable enough so that earnings growth has not contracted, but this is unlikely to persist the longer the Fed stays hawkish. This article discusses characteristics of stocks that are likely to outperform and 3 stocks with these characteristics - Lockheed Martin (LMT), Vertex Pharmaceuticals (VRTX), and Elevance Health (ELV). Nov 7, 2022| 7:01pm
Last week, we talked about how it felt like deja vu as the S&P 500 (SPY) embarked on its 3rd bear market rally of the year. Well, today it feels even more that way, as the market is rapidly giving back these hard-fought gains. The market is down 4% from yesterday's brief spurt higher when it seemed like the FOMC was endorsing a slowdown in the pace of hikes. But, these hopes were dashed during the press conference when FOMC Chair Powell pushed back against this notion and stuck to his hawkish leanings. In fact, he said that the terminal rate could go much higher which was the catalyst behind the selloff. In today's commentary, I want to break down the Fed meeting and then discuss why it's a bearish development for the market and confirmation of our bear market thesis. Read on below to find out more… Nov 6, 2022| 7:00am
DestinationXL Group (DXLG) is the leading retailer of men's big & tall clothing. This market continues to grow due to rising rates of obesity all over the world. This means that DXLG has further upside and investors should consider accumulating the stock during the bear market. Nov 2, 2022| 10:08am