These comments will follow up on the previous blog post, which mentioned identifying stocks in selected industry groups. To reiterate, my work combining technical and fundamental analysis shows that certain industry groups are currently the most attractive areas of the market, and we believe that portfolios should be overweighted in these areas. The following list …
Note: the previous blog post (Market Outlook 2020) discussed the major political, geopolitical and economic issues currently influencing the market. Instead of reiterating these topics, this comment will go directly to a discussion of market conditions and sectors. Market Strategy Review Note: the following summary covers the current status of the U.S. stock market, by …
Note: this entire blog was started in January 2020. This initial post contains general comments on the 2020 market outlook. More detailed market commentary will be posted in the weeks ahead. For additional information, please see the various articles on investment strategy posted under the headings across the top menu of the blog: The “Investment …
Monthly Investment Review — October 2019 Nov. 1, 2019 October was a good month for the stock market, as the S&P 500 rose 2.0% while the Nasdaq gained 3.7%. As the month …
Investment Review — Year End 2018 January 3, 2019 2018 was a dramatic year in the financial markets, with a notable increase in stock market …
Monthly Investment Review — August 2018 Sept. 4, 2018 August was a good month for the U.S. stock market, with gains of 3.0% for the S&P 500 and 2.2% …
Monthly Investment Review — July 2018 August 1, 2018 The stock market had a good month in July, as the S&P 500 gained 3.6% while the Nasdaq rose …
Investment Review — Second Quarter 2018 July 2, 2018 In the first half of 2018, the investment environment has been much more difficult and volatile than it was in 2017. The S&P …
Investment Review — First Quarter 2018 April 3, 2018 The U.S. stock market ended the first quarter of 2018 virtually unchanged from year-end 2017 levels, but with dramatic volatility along the way. For the first three months of 2018, the S&P 500 index declined by -1.2%, while the Nasdaq showed a small gain of 2.3%. …