Chart of the Week: A Bullish Case for Resisting Market Timing July 25, 2022 Economy and the Markets bottoming, bull market, Chart of the Week, Jeff DeMaso, market timing, stock market, stocks Stocks are up 6.4% this month as of Wednesday night. Is this the beginning of a new bull market or is it simply a head fake before the next pullback? If you have money to invest, that may feel like a key question, but for investors with time to be patient, it’s … Read Morekeyboard_arrow_right
Chart of the Week: A More Manic Mr. Market May 31, 2022 Economy and the Markets Chart of the Week, Jeff DeMaso, Market volatility, stocks If the stock market seems more volatile this year, that’s because it is. Since its 1957 inception, the S&P 500 index has typically moved about 0.7% up or down on any given day. So far this year, the S&P’s average daily move has been 1.2%. What's causing this market volatility? If 2022 … Read Morekeyboard_arrow_right
Can Investors Clean Up With Clean Energy? May 31, 2022 Economy and the Markets Adam Johnson, Clean energy, esg, Green energy stocks, stocks This week’s reader question: With gas prices high and oil supply chains disrupted, is now a good time to buy clean energy stocks? Adam Johnson, portfolio manager, Adviser Investments’ American Ingenuity strategy: I’m a big believer in clean energy companies. Whether you call it “renewable,” “green” or “alternative” … Read Morekeyboard_arrow_right
Chart of the Week: How Common Are Stock Market Drawdowns? May 16, 2022 Economy and the Markets Chart of the Week, Jeff DeMaso, market drawdowns, S&P 500, stock market, stocks While investing in the stock market has been rewarding over time, it often doesn’t feel that way. And it’s no wonder—if we measure from prior highs, the S&P 500 index has spent almost half of the time down 5% or more from its peak over the last four-plus decades. Here are the … Read Morekeyboard_arrow_right
The Bottom: Are We There Yet? May 16, 2022 Weekly Update 401(k), bitcoin, market bottom, Selloff, stocks, Weekly Update Please note: This update was prepared on Friday, May 13, 2022, prior to the market’s close. It’s looking like this Friday the 13th will be a lucky one for the stock market—a seemingly rare day of gains after a tough slide downhill. But even counting today’s rally, the S&P 500 is set … Read Morekeyboard_arrow_right
The Bottom: Are We There Yet? May 13, 2022 Weekly Update 401(k), bitcoin, market bottom, Selloff, stocks, Weekly Update It’s looking like this Friday the 13th will be a lucky one for the stock market—a seemingly rare day of gains after a tough slide downhill. But even counting today’s rally, the S&P 500 is set to mark its sixth consecutive weekly decline and the Dow Jones Industrial Average is heading for … Read Morekeyboard_arrow_right
Strong Jobs Can’t Revive Market’s Swoon May 9, 2022 Weekly Update 401(k), bonds, i bonds, Selloff, stocks, Weekly Update This week has been hard on investors, with Thursday’s 1,000-point plunge in the Dow Jones Industrial Average making for especially grim headlines. Even short-sellers, who bet on falling prices rather than rising ones, had reason to reach for an antacid, with Wednesday’s nearly 1,000-point rally unraveling some bearish bets just before their … Read Morekeyboard_arrow_right
Strong Jobs Can’t Revive Market’s Swoon May 6, 2022 Weekly Update 401(k), bonds, i bonds, Selloff, stocks, Weekly Update This week has been hard on investors, with Thursday’s 1,000-point plunge in the Dow Jones Industrial Average making for especially grim headlines. Even short-sellers, who bet on falling prices rather than rising ones, had reason to reach for an antacid, with Wednesday’s nearly 1,000-point rally unraveling some bearish bets just before their … Read Morekeyboard_arrow_right
Chart of the Week: Is the Yield Curve a Sell Sign for Stocks? April 11, 2022 Economy and the Markets bonds, Chart of the Week, Jeff DeMaso, recession, stocks, yield curve The yield curve and recession talk are all over the media—heck, it was the topic of my chart of the week seven days ago (which is worth a read for a recap on what the yield curve is). While I’m in the camp that they yield curve is not yet inverted, … Read Morekeyboard_arrow_right
Is Recession in Bloom This Spring? April 4, 2022 Weekly Update bonds, recession, stocks, Weekly Update, yield curve Please note: This update was prepared on Friday, April 1, 2022, prior to the market’s close. The first quarter of 2022 is in the rearview mirror, and now the punditry and pseudo-analysis begins. Last night’s headlines were abuzz: “Worst Quarter in Two Years,” they intoned. But this is hardly the dramatic moment … Read Morekeyboard_arrow_right
Is Recession in Bloom This Spring? April 1, 2022 Weekly Update bonds, recession, stocks, Weekly Update, yield curve The first quarter of 2022 is in the rearview mirror, and now the punditry and pseudo-analysis begins. Last night’s headlines were abuzz: “Worst Quarter in Two Years,” they intoned. But this is hardly the dramatic moment in the markets it’s being made out to be. Looking at every three-month period since its … Read Morekeyboard_arrow_right
Stocks Rise, Bonds Falter as Fed Shows Talons March 28, 2022 Weekly Update bonds, federal reserve, inflation, interest rates, Market volatility, stocks, Weekly Update Please note: This update was prepared on Friday, March 25, 2022, prior to the market’s close. After last week’s relief rally produced the best run of returns since November 2020, stocks were all over the map in anticipation of, then relief over, then fear of the Federal Reserve’s interest-rate policy. Fed Chair … Read Morekeyboard_arrow_right