In the last 48 hours I have received two unsolicited offers to buy property we own. The first was for our second home in Vermont, a handyman’s special I bought in 2004 and sank nearly a decade of blood, sweat and tears into completing...
Read More
The market still looks strong. But it’s getting a little harder to figure out.
Read More
The bull market rolls on—but it’s not a perfect bull market. In fact, it’s showing signs of age, with divergences and rotations that alternately reward and retard various sectors from time to time.
Read More
It’s been another mostly constructive week as many of our stocks inch higher and the economic picture continues to improve.
Read More
The leading indexes continue to hit record highs, telling us the bull market that began over a year ago, though it is showing some signs of age, remains intact.
Read More
There’s no doubt things are looking a little better out there as many software, MedTech and other growth stocks retested their March lows late last week then turned north. The timing of that short-term reversal, coinciding with the end of the first quarter, definitely...
Read More
How about this market? Even with the technology sector still in a funk and the huge energy sector rally abating, the S&P 500 just made a new all-time high anyway.
Read More
The bull market is still intact, but the signs of fraying that often emerge during long topping actions continue. Still, by focusing on the right stocks, we can do well.
Read More
Energy and technology are no longer driving the market higher. As a result, the S&P 500 is kind of moving sideways.
Read More
The market divergence that has been evolving since early February continues, with the Nasdaq in particular looking weak while the more conservative indexes like the S&P 500 remain near their highs.
Read More
It continues to be a very tough market, and with our exposure to small- and mid-cap growth stocks our portfolio continues to feel pressure. After some signs of stabilization last week the sellers are back in control this week and many names look to...
Read More
The market looks like it wants to change its stripes and morph into something else. But it’s not there yet.
Read More
While leading growth stocks have been hit hard (and some have rebounded), the major indexes remain in uptrends and cyclical stocks and “reopening” stocks have attracted new buyers.
Read More
Neither the broad market nor the S&P 600 Small Cap index have done much over the last week. But both received a small boost yesterday after the Fed upgraded its 2021 growth outlook and said it didn’t expect to raise rates until 2024.
Read More
What a difference a week makes. It’s been a reversal of fortunes. Technology stocks are soaring and energy stocks are pulling back.
Read More
The broad market remains in a diverging pattern, so there’s still a very good chance that a long-term market top is being formed.
Read More
As promised in yesterday’s Special Bulletin today we’re looking past the big picture stuff to focus on our stocks. With one quick note … we just may have a three-day streak going! Yields have backed off and a lot of stocks from different are...
Read More
My quest to add some growthy stocks with a cyclical dimension and downside protection brings us to our latest recommendation.
Read More
The market has gotten a little choppy and interest rates are to blame. At least, that’s what they say. The market indexes fell last week and have been all over the place so far this week.
Read More
While some segments of the broad market have experienced a sharp correction over the past month (growth stocks in particular), the broad market has not fallen apart; in fact, many indexes hit new highs just last week. And, of course, today’s big jump rather...
Read More