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Santa's Month
Since 1928, Decembers have had more up months and fewer down months for the S&P 500 than any…
Stock Market
The stock market is driven by two key variables: the earnings estimates of industry analysts and the valuation multiple that investors are will to pay for those expectations. These QuickTakes monitor the latest developments relevant to stock investors.
181 posts
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Feshbach's Market Call
Here is Joe Feshbach’s latest call on the market:
“On Wednesday of last week, we had one of those…
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Risk Off In Last Week's Performance Derby
The S&P 500 went nowhere fast last week, dropping 0.7% to 3965, putting it in between its…
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Going Fishing For Stock & Bond Market Bottoms
Last Thursday’s lower-than-expected CPI inflation rate for October was greeted with a huge rally by stock and bond investors.…
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Ups & Downs Of Inflation
We certainly aren’t out of the inflation woods yet, but we do seem to be heading in the right…
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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…
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Stock Valuation Multiples May Have Bottomed
There are no guarantees in life. Outcomes are usually contingent on a number of other outcomes, and so on. This…
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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…
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Stock Market Sentiment Readings Mostly Bearish
The Investors Intelligence Bull/Bear Ratio remained below 1.00 this week for the eighth consecutive week, holding at 0.…
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Third Year of Presidential Cycle Is Bullish
We previously observed that the stock market has a strong tendency to perform well following midterm elections irrespective of the…
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Is Gridlock In Washington Bullish for Stocks?
It is widely believed that political gridlock is bullish for stocks in the US. The market is happiest when our…
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What Is The Stock Market Discounting Today?
The stock market is ripping this morning despite disappointing earnings reported by some of the S&P 500'…
