As the year began, many strategists predicted up to six Fed Fund rate cuts by the Federal Reserve. The first cut was anticipated to occur in March but economic…
Improving Individual Investor Sentiment Maybe A Near Term Risk For Equities
The S&P 500 Index has been on an uptrend since late October. Over the past 14 weeks, the S&P 500 has generated a positive return in 13 of the weeks, with a…
Winter 2023 Investor Letter: Markets Like Presidential Election Years
Historically, equity markets have mostly generated favorable returns in presidential election years and 2024 is such a year. Investors experienced difficult…
With much of the attention placed on a few mega cap stocks, partly due to their focus on artificial intelligence (AI,) among other favorable operational…
Equity Funds Experiencing Outflows In Spite Of A Strong Stock Market
It is often said that actions speak louder than words and for investors, there seems to be quite a divergence. By many sentiment measures investors are…
Without a doubt U.S. equity market returns have been exceptional this year, specifically for mega cap stocks. The year-to-date return for the capitalization…
Keeping An Eye On The Unemployment Rate As A Recession Signal
A year ago many strategists were predicting the U.S. economy would be in a recession by this time in 2023. Far from a recession though, the economy continues…
The third quarter market performance started strong as companies reported stronger second quarter earnings due to subsiding input costs. Year-over-year margin…
One aspect of the equity market advance this year is investors' heightened focus on a handful of stocks some are referring to as the "Magnificent Seven." Thes…
