Published November 21, 2025
Last week’s drop in the stock market unnerved investors as it was the second such drop in a month’s time. Nonetheless, the major stock market indexes remained in good shape holding their intermediate-term trendlines. This week though lines have been further challenged. (more…)
Published August 15,2025
Long-time stock market watchers continue to be confounded by the market’s resilience. A good part of this underlying strength comes from the attitudes of today’s newest generation of investors. A recent article from the Wall Street Journal outlines the mindset of today’s young investors: (more…)
Published July 4, 2025
After a tumultuous but ultimately rewarding first half of 2025, we look ahead to the second half of the year to see what might unfold. (more…)
Published May 30, 2025
We have been in business for almost 25 years now. Throughout that time, investors have consistently expressed concerns about the levels of U.S. government debt, with no real action taken by Congress or any Administration.
As the government wrestles with this year’s budget and the resulting increase in debt, the topic is once again in the news. To further ratchet up the intensity, Moody’s recently downgraded U.S. credit (the last major credit agency to do so). A disappointing treasury bond auction, both in the U.S. and in Japan (for their debt), created more concern. (more…)
Published May 2, 2025
Stock markets have now fully recovered the Liberation Day panic while European and Japanese markets hit new highs. Have markets once again fallen into the great recession fakeout? As legendary investor Peter Lynch quipped, “The stock market has called 10 of the past 5 recessions.” The massive fear accompanying the Liberation Day announcement accelerated when President Trump threw shade on Fed Chairman Powell. The one-two punch of uncertainty sent investors running. (more…)
Published April 25, 2025
Stocks are looking to bounce back from a horrid beginning of April. The S&P 500 has rallied back to the “scene of the crime” where it broke down decisively at 550-560. Is there enough momentum to push through the resistance AND above the 200-day (40-week) moving average at 570? That’s what technical market analysts are looking for. (more…)
Published April 18, 2025
Below, we provide an excerpt of Blake Millard’s work discussing the impact of spikes in volatility. The market recently had a major spike with volatility remaining very elevated. What happens next historically? (more…)
Published March 21, 2025
Stocks are attempting to rebound from a very difficult four-week period that has pushed the market indexes into a full-blown correction. How long and how deep the correction is the question. For now, we are seeing the market attempt an oversold bounce. (more…)
Published August 30, 2024
Lots of discussion lately about the impact of a change in Federal Reserve policy on stocks. While markets have unquestionably been enthused about the coming cuts in short-term interest rates, that expected action has presumably already been priced into the market. What happens once the cuts begin? Do stock markets “sell the news”?
