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
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
Chart of the Week: Supply Chain Pressure Eases…Slightly January 18, 2022 Investing Jeff DeMaso, stocks, supply chain If you really squint, you can see it: According to a new index constructed by the Federal Reserve Bank of New York, global supply chains started easing in November. The trend continued in December despite the omicron wave of COVID-19. You can find other signs of easing supply chain and inflationary pressures … Read Morekeyboard_arrow_right
Chart of the Week: One Chart That Sums Up Stocks in 2021 December 31, 2021 Investing Chart of the Week, Jeff DeMaso, stocks On the surface, 2021 was a smashing year for investors. Vanguard’s 500 Index fund gained nearly 27% (and that’s without including dividends) with barely a drawdown to speak of—the index fund spent all but two days at or within 5% of an all-time high. Historically, the index fund has dropped 14% or … Read Morekeyboard_arrow_right
Chart of the Week: Will These Giants Stay Evergreen? December 27, 2021 Investing Chart of the Week, Jeff DeMaso, stocks The big just keep getting mind-bogglingly bigger. The six largest companies in the U.S.—Apple, Microsoft, Alphabet (Google), Amazon, Tesla and Facebook (now Meta)—make up more than a quarter of the stock market’s size. Since the low point of the pandemic market shock in March 2020, these companies have seen their collective capitalization … Read Morekeyboard_arrow_right
Chart of the Week: Are Jobs Back? December 20, 2021 Investing Chart of the Week, Jeff DeMaso, stocks On the surface, the jobs market appears healthy, as the unemployment rate fell from 6.7% to 4.2% in 2021. However, a deeper dive reveals that millions of people have yet to return to the workforce. The employment-to-population ratio (a broad measure of the state of the jobs market) is still well below … Read Morekeyboard_arrow_right
Chart of the Week: Investors are Buying the Dip December 10, 2021 Investing Chart of the Week, Jeff DeMaso, stocks Buy low, sell high. It sounds easy, but it’s not. Investors pulled money out of stock mutual funds and ETFs in 22 out of 24 months in 2019 and 2020. They only returned to the market this past year. For investors that may have missed the initial market recovery from the pandemic … Read Morekeyboard_arrow_right
Chart of the Week: Volatility Is Back December 6, 2021 Investing Chart of the Week, Jeff DeMaso, stocks With omicron emerging, volatility has returned to the market. In the week following Thanksgiving, we had five consecutive trading days when the S&P 500 index rose or fell by 1% or more—the first time that has happened all year. While three of the five days were to the downside, keep things in … Read Morekeyboard_arrow_right
Chart of the Week: Investing Lessons From a Turkey November 29, 2021 Investing Chart of the Week, Jeff DeMaso, stocks With Thanksgiving and the holiday season here, I’m reminded of a chart inspired by Nassim Taleb’s 2007 book, The Black Swan. In this romanticized scenario, we have a turkey that is fed every day and has come to believe that humans are great… right up until the point it is slaughtered for … Read Morekeyboard_arrow_right