July 31st, 2026
We got our first look at US economic growth for the 2nd quarter this week and it showed the US economy grew at a 1.5% rate, a little slower than expected. After growing at an annual rate of 2.1% in…
July 24th, 2026
Escalation of hostilities in the Middle East has increased uncertainty in the markets this month as stock prices are jerked higher and lower due to daily shifts in investor sentiment. One day, markets are ruled by optimism in corporate earnings…
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…
