Published November 29, 2024
Below, we offer Schwab’s recap of the post-election moves in the stock market. We hope you are enjoying a happy and healthy Thanksgiving. (more…)
industrials
Market Rally Continues To Broaden – A Very Positive Sign
Published October 18, 2024
The hallmark of a strong market rally is sector rotation. Over the past couple of months, we have seen just such rotation as the rally baton gets passed from one sector to another, then back again. After months of leadership from the Magnificent Seven tech/consumer stocks, this summer saw the rally baton passed to almost all the other market sectors – everything from industrials to typically defensive consumer staples stocks found buyers.
The past couple of weeks have seen some new, and important, faces join the rally parade. (more…)
Bulls Keep On Running
Published March 8, 2024
Below we present an overview of the market from a sector perspective written by Delta Research followed by a few snippets from Blaine Rollins’ newsletter detailing where inflation remains sticky among a couple of positive signs for investors. Enjoy the ride while it lasts! (more…)
Has Peak Earnings Growth Meant Peak Stock Market?
Published August 6, 2021
Below is an article from Schwab on the connection between earnings and the stock market.
“In what shaped up to be a very impressive first half of the year for both the economy and stock market, stellar earnings growth has been a key ingredient. Coming off stronger-than-expected S&P 500 earnings growth of 53% (year over year) in the first quarter, second-quarter earnings are currently anticipated to grow by 78%, the highest since 2009. That is well higher than the initial consensus estimate of 65%. (more…)
The Stock Market’s Unspent Fuel
Published September 13, 2019
Stocks in the U.S. have come roaring back from the weakness of one month ago, returning to the doorstep of new high ground. Lost in the enthusiasm about new highs, however, is the fact that fully half of the stock market has been treading water for almost two years now. If that lagging half of the market were to break through, stocks would be in a position to substantially rally. (more…)
Stocks Struggle While Our Turbo Model Shines
Published December 21, 2018
As we go to press this week, a full 1/3 of the Dow Jones Industrial Average 30 stocks are in a bear market – typically defined as a decline of -20% or more. (more…)