March 2023: Banking Sector Under the Microscope: Stability Amid Volatility
Today we are going to address the “elephant in the room” in the stock market—Bank Stocks. Since February 7th, 2023, the Banking Sector stocks have reversed from up 13.5% ytd to down 8.5% ytd. Most of this reversal has happened over the last week due to investor fear related to Silicon Valley Bank. […]
December 2022: A New Dawn of Progress: Why the World’s Most Powerful Innovations Are Still Ahead
This year has been challenging and not just in financial markets. The major mood in the world seems to be one of exhaustion and fear. That is understandable given all that’s happened during 2022. Some of the more depressing items of the year include: the war in Ukraine, the fall of Afghanistan, the assassination of […]
November 2022: Positioning for Strength: Opportunities Emerging as Consumers Rebalance
This week we want to briefly review how the consumer is holding up in a weakening economy with high inflation. The best way to get a sense for the consumer’s health is by looking at retail revenue growth and credit card spending. […]
October 2022: From Turbulence to Takeoff: Why the Next Big Move Could Be Up
Over the last few weeks, many people have asked us, “When do you think the stock market will bottom?” We usually avoid these types of questions, as answering them implies a level of foresight that humans just don’t generally possess. However, this week we’ll attempt to give you a glimpse into the types of information we […]
September 2022: A Measured Outlook: Navigating Volatility with Discipline and Valuation Insight
This week we thought we’d better discuss the stock market and our latest thinking. In the past two weeks, the S&P 500 has declined by nearly 10% (as of this writing) and is back down to the lows for the year last reached in mid-June. Year-to-date (ytd), the S&P 500 has declined by almost 22%. […]