Commentary

Stocks have nicely bounced from recent bottom. The key ingredient being the lowering of bond rates that was starting to crush the soul of stock investors. Not only have we found bottom, but the S&P 500 (SPY) is back above key…
Read More...

May has been a resounding positive for stocks as they rebounded with gusto from April weakness to make new all time highs just above 5,300 for the S&P 500 (SPY). Since then, there have been some economic reports which show…
Read More...

The Consumer Price Index (CPI) for November increased 7.1% year-over-year, which was lower than the analysts’ estimate of 7.3%. This boosted consumer confidence as inflation is showing signs of cooling down, with a sharp decline from…
Read More...

We all know why the market is rallying. Dovish tilt by the Fed solidifies the likelihood for a soft landing before they lower rates and economy picks up steam. That is about as bullish of a recipe as you can have. With that stocks are…
Read More...

Large-cap ETFs are considered a good investment because they offer stability and reliability due to the established nature of the large companies they include. Moreover, these ETFs often include companies that pay dividends and provide…
Read More...

Stocks bolted to new all time highs last week thanks to better than expected CPI inflation data. With that bond rates fell and the S&P 500 (SPY) made new highs just above 5,300. Now investors are treading water at the highs awaiting…
Read More...

As suspected, the market is not ready to make new highs above 4,796 for the S&P 500 (SPY). That was quite evident Thursday as stocks jumped out of bed in the morning to touch those previous highs only to find stubborn resistance…
Read More...

High inflation refuses to “go quietly into the night”. Instead, the most recent CPI report was too hot which greatly downgraded the odds of a rate cut coming in June or July. With that bond rates went higher on Wednesday and stock…
Read More...

The movement of the stock market the last several months has been clearly tied to the story of high inflation and when the Fed looks ready to start lowering rates. The dovish tilt from the Fed on November 1st sparked a 6 month rally to…
Read More...

April was pretty brutal for investors. But kind of hard to complain given the pace of gains over the past several months. So, it was as good of a time as any to take some profits off the table. May has started off strong with gains…
Read More...