With the month of January now behind investors for 2025, one mantra surrounding future stock market performance is known as the January Effect. Broadly, it is…
One aspect of the equity market advance over the last few years is the advance has been driven by a small number of stocks. One group of stocks is referred to…
What is Driving Longer Term Interest Rates Higher?
Just as the Fed began reducing the Fed Funds rate in September last year, longer term interest rates as measured by the 10-Year U.S. Treasury began moving…
Winter 2024 Investor Letter: Some Uncertainty in the Rearview Mirror
With the fourth quarter behind investors, some of the uncertainty that served as a potential headwind for the market is now in the rearview mirror. One of the…
With the close of trading for 2024 occurring on Tuesday, it is time to look at the performance of those Dogs of the Dow. The Dogs of the Dow strategy is one…
The theme of my Tuesday blog article was the fact investors have a high allocation to stocks relative to history and this could be a symptom that exacerbates a…
Bullish Investor Sentiment Might Be Bearish For Stocks
With the year 2024 approaching an end, most equity investors can cheer the strong year that has followed 2023. Over the course of the last two years, equity…
