economic recovery

Weekly Update

The Stock Market-Economy Connection


Published March 12, 2021

Below is the most recent analysis from Schwab’s Liz Ann Sonders. While some have struggled with the seeming disconnect between the stock market and economy over the past year, Ms. Sonders outlines how the market and economy have been much more in sync than we might realize. (more…)

Weekly Update

The Nasdaq Rolls Over


Published March 5, 2021

The market’s preferred narrative has changed over the past month leading to a selloff in the tech & consumer-heavy Nasdaq. When the current market rally started way back in April 2020, the argument was that the stable earnings growth and global presence of the mega-cap tech and consumer stocks like Amazon, Facebook, Nike, et al. would be the best place for stock investors to park their money. These brands are substantially online or ‘digital’ in their business operations, and less likely to be impacted by the new stay-at-home lifestyle. (more…)

Weekly Update

Investors Nibble on Value Stocks


Published November 13, 2020

Markets this week delivered another burst of buying to the long-lagging value sectors of the market, notably the finance and energy sectors. The buying came on positive test results from a coronavirus vaccine. (more…)