Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation of the Technology sector/Nasdaq (COMPQ) underperformance. Wall Street was whipsawed in volatile trading for much of the week. The S&P 500 (SPX) notched its best day since June on Monday, while the Nasdaq capped its worst 2-day stretch in 6 months…
Quarter-End Rebalancing Act For Markets And Trends
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Leuthold Group: Marg-Flation, 2023
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The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
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Weekly State of the Market: Growth vs. Value & Markets vs. Economy
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Markets Can Trend Higher in 2018, Can’t They?
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Raymond James Weekly Headings
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This week, I had the pleasure of presenting our market outlook to clients at an event held at the...
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J.P. Morgan: Stocks and Bonds Rise Together
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Many believe that bond yields will not be able to move up much, partly as there is no sustained...
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Investing: Make “Time” Your Best Friend
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Welcome back! Every week, Seth and I discuss all the facets of the market and what are the factors...
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