Category Archives for "Market Commentary"

Weekly Market Scorecard – February 17, 2017

market scoreboard

Weekly Market Scorecard – February 17, 2017 The S&P 500 is up 22.6% from a year ago. It’s up nearly 10% just since the election. The rally is being driven by optimistic expectations. One of those is a belief that earnings will accelerate. Investors are 100% on board with Trump’s pro-growth agenda.   But first, […]

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Weekly Market Scorecard – January 27, 2017

market scoreboard

Weekly Market Scorecard – January 27, 2017 The S&P 500 is up 20.8% from a year ago. It’s up 7.2% just since the election. The rally is being driven by investor optimism. Optimism is based on certain key expectations. One major key is earnings expectations. We look at earnings trends for each of the major […]

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Weekly Market Scorecard – January 13, 2017

market scoreboard

Weekly Market Scorecard – January 13, 2017 The S&P 500 is up 18.4% from a year ago. It’s up 6.3% just since the election. Has the market gotten too far ahead of itself? We take a look at market internals for clues. Are there any sectors that are still reasonably priced? We review our 2016 […]

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Weekly Market Scorecard – January 6, 2017

market scoreboard

Weekly Market Scorecard – January 6, 2017 The S&P 500 is up 6.4% since the election. It was up 9.5% in 2016. It’s up 17.2% on a year-over-year basis. Investors have high expectations for Trump and his agenda. They are selling Treasury bonds and buying equities. Market volatility is low, which indicates optimism and confidence. […]

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Barron’s Highlights In Less Than 2-Minutes

barron's jan 2 2017

Highlights from Barron’s newspaper dated January 2, 2017.  See online edition here ($) Background For the serious investor, Barron’s weekly newspaper is the single best financial publication out there. It is comprehensive, inexpensive, and focused on a single topic: the financial markets. Each issue is loaded with specific investment ideas. These ideas can come from […]

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Weekly Market Scorecard – December 16, 2016

market scoreboard

Weekly Market Scorecard – December 16, 2016 The stock market is up 5.5% since the election. The Trump rally is still intact. Investors have high expectations of Trump. The bond market continues under selling pressure. Market volatility is low, which could indicate complacency. For now, let’s review the market internals for the week just passed. […]

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Barron’s Highlights In Less Than 2-Minutes

barrrons 12-12-16

Highlights from Barron’s newspaper dated December 12, 2016.  See online edition here ($) Background For the serious investor, Barron’s weekly newspaper is the single best financial publication out there. It is comprehensive, inexpensive, and focused on a single topic: the financial markets. Each issue is loaded with specific investment ideas. These ideas can come from […]

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Weekly Market Scorecard – December 9, 2016

market scoreboard

Weekly Market Scorecard – December 9, 2016 The stock market is up 5.6% since the election. The Trump rally is gaining strength. Investors expect big spending on infrastructure and a massive tax cut. The bond market is under heavy selling pressure. Even some industries that were left behind are now moving up. In the 22 […]

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Who Are The Winners & Losers After The First Full Month of Trump

Let’s rewind the tape and find out who are the winners & losers after the first full month of Trump. We will look at three categories: Indexes, Industry Groups, and finally Individual Stocks. There are some clear themes at work for investors, like spending on infrastructure and the military, deregulation, and the implications of a […]

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Weekly Market Scorecard – December 2

market scoreboard

Weekly Market Scorecard – December 2, 2016 The stock market is up 2.4% since the election. Momentum continues to slow. Investors expect big spending on infrastructure and a massive tax cut. The bond market is under heavy selling pressure. Some early winners are starting to pull back. The financial media has been hyping the Trump […]

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