About Jaimini Desai
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.
He is the Chief Growth Strategist for StockNews.com and the editor of the POWR Growth and POWR Stocks Under $10 newsletters.
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.
Recent Articles By Jaimini Desai
A Potential Bullish Case in the Midst of the Current Bear Market?
Since mid-June, market action has been pretty benign especially given the context of a bear market. It's clear that the economy is slowing which is a major bearish development as it increases the odds of an earnings contraction. But, there is also a bullish impulse as the S&P 500 (SPY) is increasingly convinced that inflation is going to plummet in the coming months (I feel the same). This will lead to financial conditions loosening and automatically make the Fed less hawkish. It will essentially reverse some of the multiple-contraction that we have experienced over the past year. In today's commentary, I want to explore the bullish case and my framework for thinking about this bullish impulse in the confine of a bearish market environment. Read on below to find out more…
Is the Fed Engineering a Recession to Crush Inflation?
The S&P 500 (SPY) declined more following the June CPI report which showed that inflation was worse than expected at 9.1% vs 8.8%. As a result, the odds of a 100 basis point hike at the July meeting and a 75 basis point hike at the September meeting increased. Ironically, we are also seeing the odds of a rate cut increase in Q1 of next year as well. Thus, it's becoming clear that the Fed is engineering a recession to crush inflation. It's a complete 180 from the Fed's posture in 2020 and 2021 when it was willing to risk inflation in order to ensure that the economy didn't fall into a deflationary spiral. Recession means that earnings are going to tumble lower, but there is a silver lining in that longer-term rates will also fall as well which will provide relief to certain parts of the market. Today's commentary will discuss these developments. Read on below to find out more…
2 Defense Stocks to Beat the Bear Market
With a hawkish Fed and rising recession risk, there are very few areas for investors to find outperformance. One option is defense & aerospace stocks as these companies' revenues are pretty insulated from economic or monetary policy. Read on to find out why Lockheed Martin (LMT) and Northrop Grumman (NOC) are 2 top stocks for this challenging market...
Could This Be the Most Unusual Time in Economic History?
Sometime last year, I presented a theory that this is probably the most unusual time in economic and financial history due to the pandemic, shutdowns, stimulus, war, etc. It's made a mockery of many forecasters who were late in recognizing the inflation threat, underestimated the economy's resilience in 2020 and 2021, and (in my opinion) are now not appreciating how fast the economy is slowing and how that will further impact the stock market (SPY). Retailers went from having no inventory during the pandemic due to increased demand from stimulus checks and shattered supply chains to too much inventory in the last few weeks as spending shifted from goods to services. Over the last 2 months, homebuilders went from talking about record demand but difficulty in finding labor and materials to meet that demand to noting that demand had fallen off a cliff in recent weeks, while labor and supply chain issues have normalized. In today's commentary, I want to expound on this idea and discuss the various ways we are applying it to our portfolio. Read on below to find out more…
Could This Fed Policy Error Lead to Further Lows in the Stock Market?
"Generals always fight the last war." This quote is often attributed to Winston Churchill, and it certainly rings true with the Federal Reserve. By no means am I a Fed hater, I see it as the least bad option when it comes to managing the supply and striking the right balance between growth and inflation. Kind of like how Churchhill thought of democracy. I see the Fed as having erred in getting serious about inflation too late. Now, I see the economy sharply slowing down (which will do a better job of curbing inflation than rate hikes) which is negative for asset prices on its own, but the Fed's hawkishness will exacerbate this condition. In today's commentary, I will discuss this in more depth. I will also mention one specific scenario which could trigger a meaningful, counter-trend move in the stock market (SPY). Read on below to find out more…
3 High-Quality Cyclical Stocks to Buy for the Long-Term
Inflation is one of the biggest threats facing the economy. One profitable strategy during this period of high inflation is to focus on stocks that have pricing power, as these companies’ margins will continue to expand. In contrast, stocks without pricing power are likely to underperform as margin compression erodes EPS. Therefore, investors should consider buying these 3 stocks that are thriving in this inflationary environment: Olin (OLN), Nucor (NUE), and Chemours (CC).
InfuSystem Holdings is Our Featured Stock of the Week…
Market conditions are changing. Concerns about recession are now more paramount than inflation. A winner of this changing dynamic is healthcare and biotech stocks. In today’s article, I want to talk about InfuSystem Holdings (INFU) which has these exact characteristics.
With Recession Risk Rising These Sectors Should Outperform the Broader Market
In a not very surprising turn of events, the bear market bounce has failed as we've given up more than half of its gains. I, think it validates our decision to sit on our hands. Another validation is weakness in energy and cyclicals - a dip that I am not interested in buying. As we discussed last week, inflation risk is receding, while recession risk is rising. Today's commentary will dig into this dynamic and look at the broader S&P 500 (SPY). Then, I'll discuss my strategy, sectors I like, and the right setup to take counter-trend positions. Read on below to find out more…
2 GARP Stocks That Investors Should Consider Buying for the Long-Term
The bear market has been brutal. One silver lining is that there are going to be fantastic opportunities on the other side. Bio-Techne (TECH) and Anthem (ANTM) are 2 stocks that investors should keep on their watchlist.