Navellier sees a disinflationary environment driven by a strong dollar, AI productivity gains, and onshoring, which should allow the Fed to cut rates later this year. He is bullish on AI infrastructure and memory stocks due to real order backlogs and an acute memory shortage. He expects Treasury yields to meander lower and sees seasonal tailwinds from the Russell reconstitution.
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memory stocks sharp up
Navellier & Associates
6.0
Wealth Manager
Louis Navellier 7.0
Wealth Manager
Louis Navellier 7.0
6/18/2026 12:00:22 AM
dxy
The dollar is very strong. It's had tremendous gains against the Japanese yen.
| 6/7/2026 5:00:04 PM | short term up | 7 days later | -0.42% | -0.42% |
| 5/20/2026 4:34:28 PM | medium term up | 20 days later | +0.77% | +0.77% |
| 2/28/2026 6:54:08 PM | short term sharp up | 6 days later | +0.48% | +0.72% |
| 1/21/2026 2:00:00 PM | long term cautious up | 60 days later | +0.60% | +0.30% |
| 12/28/2025 5:38:11 PM | medium term cautious up | 21 days later | +1.38% | +0.69% |
metals
Gold has got its mojo back here recently... central banks have even bigger gold reserves.
| 5/20/2026 4:34:28 PM | medium term up | 20 days later | -12.82% | -12.82% |
| 3/4/2026 5:00:00 PM | medium term up | 20 days later | -11.34% | -11.34% |
| 2/25/2026 5:00:00 PM | short term up | 5 days later | -4.16% | -4.16% |
| 2/8/2026 5:00:00 PM | long term sharp up | 60 days later | -7.51% | -11.27% |
| 1/21/2026 2:00:00 PM | short term up | 5 days later | +9.15% | +9.15% |
| 1/14/2026 5:02:40 PM | short term up | 5 days later | +2.92% | +2.92% |
| 12/28/2025 5:38:11 PM | short term sharp up | 7 days later | +3.29% | +4.93% |
| 11/16/2025 5:00:27 PM | short term up | 7 days later | +2.12% | +2.12% |
ndx
Memory stocks are breaking the new highs right now... it will pull all those stocks higher... This is like the 1990s internet craze and we are not even halfway through this.
| 6/7/2026 5:00:04 PM | short term cautious down | 7 days later | +3.84% | -1.92% |
| 5/21/2026 1:31:31 AM | short term sharp up | 5 days later | +1.67% | +2.50% |
| 5/19/2026 6:35:30 PM | medium term up | 20 days later | -0.73% | -0.73% |
| 3/11/2026 3:28:57 PM | short term up | 5 days later | +1.01% | +1.01% |
| 1/25/2026 5:00:00 PM | short term up | 7 days later | +0.10% | +0.10% |
| 11/16/2025 5:00:27 PM | short term down | 7 days later | +0.30% | -0.30% |
| 8/31/2025 5:00:05 PM | short term up | 6 days later | +2.29% | +2.29% |
rut
The last Monday of June should be a very good month for us... the index reconstitution day is a big deal.
| 6/7/2026 5:00:04 PM | short term up | 7 days later | +3.84% | +3.84% |
| 5/31/2026 5:00:07 PM | short term up | 7 days later | -1.73% | -1.73% |
| 1/14/2026 5:02:40 PM | short term up | 5 days later | -1.09% | -1.09% |
wti
Crude oil prices might be firm because we're in the middle of peak summertime demand... Your biggest price relief is going to be right after Labor Day.
| 5/24/2026 5:00:21 PM | medium term cautious down | 21 days later | -16.41% | +8.20% |
| 5/13/2026 4:30:08 PM | short term up | 5 days later | +6.52% | +6.52% |
| 3/11/2026 3:28:57 PM | short term sharp down | 5 days later | +0.50% | -0.75% |
| 3/8/2026 4:00:00 PM | short term sharp up | 7 days later | -1.34% | -2.01% |
| 2/22/2026 5:52:08 PM | short term up | 7 days later | +7.42% | +7.42% |
| 12/28/2025 5:38:11 PM | short term down | 7 days later | +0.41% | -0.41% |
| 12/14/2025 5:00:00 PM | short term cautious down | 7 days later | +2.09% | -1.05% |
yields
I see it meandering lower for a variety of reasons... That will cause our 10-year yield to go down.
| 4/1/2026 4:00:00 PM | medium term cautious up | 20 days later | -0.44% | -0.22% |
| 2/25/2026 5:00:00 PM | short term down | 5 days later | +0.97% | -0.97% |
| 2/18/2026 5:00:00 PM | short term sharp down | 5 days later | -1.03% | +1.55% |
| 1/21/2026 2:00:00 PM | short term up | 5 days later | -0.61% | -0.61% |
| 12/14/2025 5:00:00 PM | medium term cautious down | 21 days later | -0.41% | +0.20% |
| 8/9/2025 9:49:56 PM | medium term down | 22 days later | +0.09% | -0.09% |
| 8/6/2025 9:53:28 PM | short term down | 5 days later | +1.15% | -1.15% |
