Market & Portfolio Review: 2-12-24
In this week’s update, we are going to dissemble the S&P 500 and determine what we believe is driving the rally, what areas are expensive, and which areas are cheap and may rally, even if the expensive areas fall
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In this week’s update, we are going to dissemble the S&P 500 and determine what we believe is driving the rally, what areas are expensive, and which areas are cheap and may rally, even if the expensive areas fall
In this week’s update we are going to walk through the technical setup for stocks over the next few weeks and what an overbought condition may mean for investors.
In this week’s update, we are going to look at the prospects for lower interest rates and what that could mean for the stock and bond market.
In this week’s update we are going to focus on what a re-steeping yield curve may mean for the broader market and more specifically, for asset allocation and your portfolios.
In this week’s update, we are going to review the current space of geopolitical volatility and what it could mean for your money.
In this week’s market review, we are going to look at how the year ended and what opportunities and risks we see playing out in 2024.
In this week’s market update, we are going to review whether we believe if stocks can thrive while being over-bought, and how markets have performed during presidential election years.
In this week’s update we are going to review these questions and what a less restrictive Fed may mean for the economy and inflation, along with some of the potential risks associated with lower policy rates
In this week’s market review, we are going to look at the impact of rising Government spending during the 2024 election year and how that may impact inflation and asset allocation in the new year.
In this week’s review, we will walk through what we think needs to happen to sustain the current market rally and why we believe the oil selloff is a temporary pullback before surging higher into year-end.
In this week’s review, we will walk through what we think needs to happen to sustain the current market rally and why we believe the oil selloff is a temporary pullback before surging higher into year-end.
In this week’s update, we will discuss our thoughts on the stock market bounce and the correction pattern that we have been in since August.
In this week’s stock market update, we will review the durability of the bounce in stock prices last week, what challenges remain, and what we need to see to more confidently signal that the stock market correction may be over.
In this week’s update, we will try and review why stocks are falling despite healthy economic and corporate earnings data.
In this week’s Market & Portfolio Review, we provide an update on how we believe the ongoing stock market correction is impacting stock prices at the sector level and the overall breadth of the market during up and down days.
In this week’s update, we will do our best to unpack the events of the past week and use history to better understand how such events impact stocks. We will also look at how relations with Iran may impact oil prices and then look at sectors that may be able to withstand and possibly thrive under the pressure of high inflation, rising rates, and geopolitical instability.
In this week’s update, we tackle the big oil selloff from last week and whether it’s the end of the oil rally or merely a pullback in front of a longer-term rally.
In this week’s market update, we are going to provide an update on the current stock market correction, how much downside we see, and what areas of the market, we believe, remain resilient in a tough tape.
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