July 17th, 2026
Major stock indices entered the second half of the year with US stocks (blue) and non-US stocks (green) up roughly 10%, while bonds (red) and gold (pink) have struggled so far this year. After a nice rebound from the March…
June 26th, 2026
Markets are looking to finish in the red for the week as big US tech companies are leading the decline. Tensions have eased in the Middle East and, remarkably, oil has returned to the pre-war prices of late February so…
June 12th, 2026
Markets were jerked around by news out of the Middle East again this week as traders are quickly reacting to any potential hint of short-term direction for energy prices. Optimism continues to reign as oil prices were ultimately lower for…
June 5th, 2026
The jobs report for May was released this morning, and it showed that the actual number of jobs created last month was more than double what was forecasted. The Dow Jones consensus estimate was for 80,000 new jobs to be…
May 29th, 2026
And the markets have bounced back since the losses we experienced in March. In fact, most major stock indices are now at all-time highs and May is wrapping up as another positive month for most investors. Tech stocks pushed the…
May 22nd, 2026
Major stock indices are going into the holiday weekend with their second week in a row of positive returns. The only significant economic data released this week (in my opinion) was the University of Michigan Consumer Sentiment Index final reading…
May 15th, 2026
Stocks, especially tech stocks, have gotten a little ahead of themselves and are ripe for a normal pullback. Equity indices have rallied sharply higher off their March lows with international stocks (pink) still higher year-to-date, the S&P 500 (green) up…
May 1st, 2026
Announcements of better-than-expected 1st quarter corporate earnings continue to drive stocks higher this week, reflecting optimism despite ongoing geopolitical risks. In fact, there is clearly a lot of FOMO in the markets now – Fear Of Missing Out – as…
April 24th, 2026
There have been a lot of investor discussions around a couple of paradoxes lately that deserve some attention. First of all, stocks continue to hover near all-time highs in spite of the stalemate in the Middle East. This has caused…
April 17th, 2026
Major US stock indices were higher this week and are back in positive territory for the year on investor optimism that the conflict in the Middle East may be nearing an end. On Monday, the world’s largest asset manager, BlackRock,…
