Published December 10, 2021
Continuing from last week’s outlook for 2022, we provide the second part below, this part focused on the economy and stock valuations. (more…)
Covid recession
Uncertainty in the Market
Published May 14, 2021
The stock market continues to hold on through intermittent bouts of selling. Corporate earnings have been record-setting in their growth from year-ago levels, severely depressed though they were. Despite outrageously good earnings for the top growth stocks in the Nasdaq, investors continue to shift money to cyclical value sectors like energy, finance, materials. The lackluster response to the hotshot earnings has led to some heavy down days in the market recently. (more…)