consumer confidence

Weekly Update

Are All Systems Now “Go!”?

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Published June 27,2025

 

The stock market approached new highs this week. Where have all the bears gone? Delta Research offers the crosscurrents below that continue to generate the Wall of Worry that stocks are climbing.

“The stock market surged this week despite U.S.-Iran military tensions. It rallied when bombings began, climbed further on ceasefire news, and even gained after reports suggested limited damage to Iran’s nuclear capabilities. The S&P 500 rose over 2%, now within 1% of its all-time high. If you predicted this response, you’re operating at an elite level. (more…)

Weekly Update

April Often Shines on the Q

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Published April 2, 2021

This week’s market action reminds us that April is often a favorable month for investors, particularly for tech/consumer stocks. This week, those stocks look to have begun a rebound from their March rest period. Over the past 15 years, the Nasdaq 100 (QQQ) has posted a gain 80% of the time in April, making it the second most reliably strong month for this index. (more…)