GDP

Weekly Update

What the Bulls See


Published July 2, 2021

Last week we brought you a global outlook from Schwab. This week, we bring a mid-year outlook published by Invesco, the company responsible for the Nasdaq 100 ETF (symbol: QQQ) that our models focus on. Needless to say, Invesco is very positive on the outlook. (more…)

Weekly Update

April Often Shines on the Q


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…)

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…)

Uncategorized, Weekly Update

An overview of economic and market pros and cons


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Published June 7, 2018

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The summer heat has arrived in force here in Austin over the past couple of weeks.  Our focus Nasdaq 100 (QQQ) index has also been hot, emerging from a three-month market correction to break out to new highs recently.  The commentary below from the team at Charles Schwab does a good job of outlining some of the major positives and negatives the market wrestles with these days.  We hope you find it informative.
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Uncategorized, Weekly Update

Where the Stock Market Might Be Headed Next


Published November 17, 2017

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We thought the outlook below from Delta Investments provided a good overview of the factors supporting the stock market. Enjoy!

Our 2018 S&P 500 Index outlook is up. If the P/E remains constant as it has for the past two years, the S&P 500 should be up in-line with earnings or about 11%.

The following ten factors support our 2018 bullish investment thesis: (more…)