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Another Growth Scare
The stock market is in the midst of another growth scare, in our opinion. The latest batch of economic indicators…
Magnificent-7
8 posts
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The Digital Revolution Marches On As Nvidia Beats
Artificial intelligence, and all the capital spending that comes along with it, is here to stay. Nvidia reported today that…
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MARKET CALL: Will DeepSeek Sink The Unsinkable Mag-7?
The Q4-2024 earnings reporting season is going well so far. It started out two weeks ago with better-than-expected big bank…
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MARKET CALL: Will Trump 2.0 Be Volatile?
In recent conversations with our accounts, many of them said that the financial markets may be more volatile under Trump…
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Contrarian Curses & Tricky Cross Currents Since September 18
Investors often rejoice when a stock they own is selected to join a major market index. Index funds collectively have…
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Going Nowhere Fast?
The S&P 500 equal-weighted index has been going nowhere fast since the Fed cut the federal funds rate…
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Lots of Moving Parts
The stock market started to rotate out of LargeCaps and into SMidCaps after June's CPI was released on…
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Market Call: The Magnificent One?
Stock market pundits have been bemoaning the narrowness of the current bull market that started on October 12, 2022. It…
