Here we are in an up leg of a bull market that began three months ago. Since early October the S&P 500 has climbed 14%. With trade issues and Iran out of the headlines, the strong economy and low interest rates are driving higher...
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The year is starting out great! There was some volatility associated with the Iran thing but it looks like that, along with trade issues, has faded from the headlines, for now.
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A High Dividend Yield Doesn't Mean "Buy" and Here's Why
If you’re serious about making money in the market and want investments that actually have a high-percentage chance of working, dividend stocks are your answer. But do they need to have a high dividend Certainly...
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Here we are at the beginning of a new year and a new decade. A pivotal calendar turn like this is a great time to stop, get off the train, look around and see where we are, and where we might be going.
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There's plenty of data that suggests the calendar matters when it comes to investing. But should seasonal investing be part of your long-term calculus?
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Here we are within weeks of the end of year and the end of a decade. It is approaching the 11th year of the recovery and bull market. The S&P 500 is up 25% in 2019 and very near the all-time high. Where we...
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This has been a good year for the market. With only weeks left in 2019, the S&P 500 is more than 23% higher for the year. Some of that is the undoing of the overselling at the end of last year. But the has...
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The market mood is always changing. Just last week the market indexes were forging new all-time highs and cyclical stocks were the best performers. What a difference a week makes.
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The market still has an upward bias, albeit less so than the past couple of weeks. Investors are starting to sniff out 2020.
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The economy is still solid and the trade war thaw is taking away a big headline risk for the market.
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The market seems to want to move higher, albeit slowly and with rude interruptions from the headlines. The S&P 500 is within less than 1% off the all-time high set in July, although the index has been somewhat range-bound since June.
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The market is once again flirting with all time highs. The good week was driven largely by the announcement of a partial trade deal with China. But the main event will be earnings going forward.
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The indexes are near all-time highs in what is now the oldest bull market and recovery in history. And risks are mounting. There’s the trade war with China, the sputtering global economy, weaker growth at home and impeachment. The market is really struggling muster...
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October is a historically ominous month for stocks. After all, it is the month of the 1929 stock market crash and the 1987 crash. After a rough May and August we step into the mother of all jinxed months with a terrible start.
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It’s one of those special days in the market where the Fed will make a highly anticipated decision on interest rates. It is widely expected that the Central Bank will cut the Fed Funds rate by 0.25%.
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The overall market appears to be largely pricing in a continued trade war with China and a slowing global economy. It’s also pricing in a rate cut this month and more to follow. The indexes appear to want to forge higher provided trade don’t...
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The economy is still solid and the market isn’t overpriced in this low interest rate world. The S&P 500 is only 2% higher than it was in January of 2018, 20 months ago. The stock market is still the best place to be. spikes...
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The market seems to be rebounding and stabilizing after a tumultuous couple of weeks. The escalation of trade tensions, a sputtering global economy and talk of the next recession spooked investors. But as fear wanes investors realize that money has no place else go...
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This week is a still familiar story in the portfolio, with defensive stocks thriving and moving still higher.
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The market has undergone a radical personality transformation since I released the July issue last week. I’m not hitting the panic button, yet. But it is certainly a situation I will closely monitor.
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