February 24th Weekly Market Update The first market storm of 2014 (that we had named Angel) is over with the S&P 500 and broader Russell 3000 stock market indexes rebounding to all-time highs after reversing a 6% decline. The decline was sparked by turmoil in...
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Lies, Damn Lies, and Charts
February 17 Weekly Market Update A comparison of the S&P 500 Index in 1929 just ahead of the stock market crash to the performance of stocks from 2012 through today has been making the rounds on the internet. The implication by the bears is that stocks are poised...
Add More Bond — James Bond — to Your Portfolio
February 10th Weekly Market Update It was 1964, 50 years ago, that the film Goldfinger debuted. It is the quintessential James Bond film and the first one to win an Academy Award. In Goldfinger, Q — the head of the gadget-making "Q-Branch" — presents...
Turn Down the Volume
February 3rd Weekly Market Update January saw a loss of 3.5%, the biggest one-month loss in the S&P 500 Index since May 2012. The main driver of the market weakness seems to be sharp currency declines and accompanying stock market losses in several emerging...
Investor’s Guide to the 2014 State of the Union Address
January 27th Weekly Market Update Last week the stock market slid 2.6%, reacting negatively to some mixed readings on global economic growth along with pressures on emerging market countries associated with the Federal Reserve’s (Fed) tapering of its bond-buying...
The Meryl Streep of the Stock Market
January 21st Weekly Market Update Some things just go together — like the Oscars and Meryl Streep. The actress received her 18th Academy Award nomination last week. It is not all that surprising since half of the annual Academy Awards over the past 36 years have...
The Year-Two Curse
January 13th Weekly Market Update The beginning of the year is often full of talk about what indicators to watch as to how the year may unfold: the first five days indicator, the January effect, the Super Bowl indicator, even the Chinese lunar New Year cycle, among...
The Stock Market’s Favorite Season
January 6th Weekly Market Update Sure, the holiday season is over, but it is still the stock market’s favorite season. This week starts the earnings reporting season — the start of which is traditionally marked by the earnings report from Alcoa, no longer a component...
2013’s Top 10 Lessons for Investors
Each year that passes contains some wisdom for investors, but along with that wisdom can be some folly. 2013 was a year that bestowed an abundance of each on investors. The top 10 lessons of 2013 for investors need to be put into two categories: those that investors...
Get Ready for Market Storm Angel
December 16th Weekly Market Update Winter Storm Dion shut down airports, schools, and businesses in parts of the United States last week in the midst of the holiday shopping season, but it is unlikely to have had a measureable economic impact or to cause a storm in...