Weekly Update

Schwab’s 2026 Outlook: The K Economy

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Published December 12, 2025

 

Over the coming three weeks we will offer Schwab’s outlook for the coming year. It’s a full document. So, we think cutting into more bite-sized pieces makes sense. Here’s the first section on the economy:

“This unique economic and market cycle is best defined using a couple of key letters: U and K. (more…)

Weekly Update

Looking Ahead to 2026

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Published December 5, 2025

 

Below we offer Delta Research’s 2026 Market Outlook. This overview is relatively brief and offers a good review of markets, their valuations, and their driving forces. Like all years, we expect 2026 will carry the usual mix of good market days and bad, rallies and pullbacks. Our models seek to keep you on the right side of the market regardless of whether it’s rising or falling, to protect your capital in down markets and participate meaningfully in upside markets. Enjoy this market overview! (more…)

Weekly Update

Rate Cut Rollercoaster

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Published November 28, 2025

 

Market volatility shot higher recently only to just as quickly subside. Delta Research outlines the reasons for the volatility and subsequent settling. (more…)

Weekly Update

Markets Show Some Nerves

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Published November 21, 2025

 

Last week’s drop in the stock market unnerved investors as it was the second such drop in a month’s time. Nonetheless, the major stock market indexes remained in good shape holding their intermediate-term trendlines. This week though lines have been further challenged. (more…)

Weekly Update

Strong Profit Margins Provide Market Fuel

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Published November 14, 2025

 

We thought the information from Bob Pisani, former analyst at CNBC, was interesting. Mr. Pisani has a Substack blog for those who might be interested. Enjoy his insights:

“Here’s why the stock market is still at a new high: record profit margins. (more…)

Weekly Update

Transferring Wealth

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Published November 7, 2025

 

This week, stocks wrestled with whether AI-related stocks, and maybe the market overall, is in a “bubble” with valuations high by historical standards. The answer to that question over the past couple of months has been “no” with stocks continuing to march upward. This earnings season, however, has seen some negative responses to strong earnings. Is that just seasonal repositioning ahead of a typically strong fourth quarter for stocks, or something more long-lasting? Time will tell. (more…)

Weekly Update

Further Fuel for This Stock Market

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Published October 31, 2025

 

A survey of headlines this week reveals the challenges facing the Federal Reserve as they consider further interest rate cuts. While the AI trade remains robust, holding stocks near record highs, news of layoffs across many companies and industries is rising. (more…)