small and midcap stocks

Weekly Update

And a New Bull Market Arrives


Published June 30, 2023

 

In a recent article we posited that the bear market was over. One of the reasons we say this is captured below in a series of charts. We will conclude with a Goldman Sachs outlook that is muted. But muted is not bearish. Things have changed in the market and investors have, in many cases, been caught off-guard as they typically are. (more…)

Weekly Update

Markets Churn as Investors Look For What Comes Next


Published May 21, 2021

Taking a step back this week to consider the broad market and the substantial changes that have been going on under the surface.  At surface level, the broad market S&P 500 remains close to its all-time highs while our favored Nasdaq 100 index, heavy with tech and consumer stocks, has been choppy over the past four months.
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