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July was Red Hot
July was hotter than usual. We aren't referring to the weather but rather to the 3.1% increase in the…
Performance
16 posts
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Market Call: Hot But Sunny
The stock market may be too hot, but the outlook for the economy remains sunny. There are signs that the…
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Time To Rotate The Tires & The Portfolio?
The S&P 500 fell 0.68% and the Nasdaq 100 lost 2.28% today on disappointing earnings calls from…
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Sitting Bull
The bull market seems to be taking a rest. The S&P 500 has stalled just below 4200 since the…
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Stock Market Rally 'Don't Get No Respect'
The comedian Rodney  Dangerfield often lamented during his hilarious monologues , "I don't get no respect." That applies to the stock…
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Market Call
No news is good news. Every day that nothing terrible happens in the banking system is a good day for…
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Performance Derby: Stocks YTD & In February
The S&P 500 was up 3.4% ytd through the last day of February (chart). All of the 11…
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S&P 500's Comeback Kids
In our opinion, the latest bear market started on January 3, 2022 and ended on October 12, 2022. The S&…
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Betting On S&P 500 Sectors In 2023
While stock picking may be back in style and momentum investing is running out of momentum, we are still keeping…
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Young Bull Market?
Last year, we thought that the S&P 500's bear market might have bottomed at 3666 on June 16, when…
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S&P 500's Two Great Performances
The latest bear market in stocks has had a couple of very impressive bear market rallies. The S&P 500…
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Put Today In A Bottle and Cork It
Yes, we know: Today's amazing stock market rally might have been just a bear market rally. It might have been…
