Still the Same Story
Most times, the market environment is in a constant state of change, so when we report to you our latest thoughts on this page, there’s plenty to discuss—rotation among sectors, major moves in the indexes, earnings season or some big-picture that...
Growth Stocks vs. Everything Else
When stocks were falling apart in late February and early March, the market was obviously very uniform—that is, everything was moving together, in this case straight through the floor. Near the lows, for instance, less than 4% of stocks the...
Key Test for the Market Coming Up
In the last issue, we wrote about some shorter-term signs of spring that had finally popped up for the market, including an encouraging positive divergence from the broad market as stocks collapsed. Throw in some horrid sentiment a..
A Normal Breather
As the market pushed sharply higher following its early-October low (10% or so in the S&P 500, 12%-plus in the Nasdaq), rising seven out of eight weeks, the worries of the world (trade wars, slowing economic growth, even impeachment) were slowly As...
Mostly Sunny, Chance of Passing Showers
Seven weeks ago, the market was getting hit and growth stocks were looking awful. We were definitely cautious, but on this page we also wrote the following:
“We don’t want to sound too negative. It’s still a bull market, we...