government debt

Weekly Update

Election Year Performance

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Published January 26, 2024

 

Below we offer a couple of recent summary reports from Delta Research. We hope you find them of interest.

“The S&P 500 returned 26% in 2023 and ended the year just short of the all-time high of 4796. Components of the 2023 return included +6.32% from better earnings, +17.91% from expansion in forward P/E multiple to ~20x, and +2.06% from dividends. Since 1950, the S&P 500 Index is positive the following year 80% of the time. In the presidential election years dating back to 1960, the S&P 500 index has been positive 81% of the time (13 out of 16 years). (more…)

Weekly Update

Mid-Year Review of Markets and Economies

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Published June 16, 2023

 

We routinely publish Schwab’s longer-term (6-12 month) outlooks as part of our weekly blog. Below is their mid-year outlook beginning with a brief review of what has transpired so far in 2023 compared to what they thought. Schwab has been very cautious on the stock market for many months. Read below to see if the recent lift in stock prices has shifted their view. (more…)