Below you'll find a list of all posts that have been categorized as “Weekly Market Commentary”
For some reason the markets just do not seem to care much about headlines – President Trump ending ACA cost-sharing payments…U.S. maybe leaving NAFTA…ending the Iran nuclear agreement…Rocket Man…the tax reform debate raging on. But the S&P 500 just made it a 5th positive week on some earnings optimism. So yes, it’s earnings season again, but the peak period for …
I got a few email questions from my blog the other day on the ISM Manufacturing reading…and since the ISM Non-Manufacturing (also commonly referred to as ISM Services) came in with a big beat today, I figure I’d tell the story in pictures curated from some twitter feeds. Attributions can be seen in each picture. First, we have Monday’s ISM …
Bottom Line Up Front The fourth quarter is historically strong and that bodes well for stocks into the end of the year. Earnings should continue to be a boost for the market and the Republican tax plan (vision) which came out last week will continue to be tailwind as well. The end of the third quarter had the S&P 500, …
Our thoughts go out to all of those who have been impacted by Harvey and Irma. There have been a lot of great charitable contributions over the past two weeks but if you are still looking to do something, please consider the animals. As most of you know, I’m one of those people who treats my dogs as if they …
I think we are somewhere between Enthusiasm and Greed. Since I had someone ask about investing in Bitcoin, maybe closer to greed. How do you know? Well that’s a “Million Dollar Question.” Barron’s had a great cover page article of some thoughts, but you have to have a subscription to read it…so the graphic I copied below shows some of …
My first post-vacation blog. I go on a two-week vacation and poof, the Nazis are back? Thank God I didn’t take three weeks off. WTF!? I could not help but open with a little levity. We all could use some. For those of you who don’t get the reference to the picture, there was a great scene in The Blues …
I take vitamins. Probably not as often as I should…but I do. I take a multi, some Vitamin D and some other stuff. You know, the basics. It does not take a doctor to know that maybe a multi is a good idea, but in my case, without the blood work from a physical, I probably would have never known …
Last week’s trading was pretty volatile. One needs to look no further than Thursday’s broad sell-off followed by Friday’s rebound which left the major domestic indexes slightly higher for the week. On the economic front, the ISM Manufacturing and Services data came in very strong last month (more later). The June jobs report indicated economic strength with nonfarm payrolls climbing …
