- Stock Market
Just Another Head Fake?
Feb 25, 2021Read MoreStock-market volatility appears to have returned with a vengeance over the past several days. Though you wouldn't know it from looking at the daily closing le…
- Stock Market
Tracking Earnings
Feb 11, 2021Read MoreIf you're wondering why stock prices keep going up, the most likely explanations are: 1) the Fed has promised to keep interest rates low indefinitely, and 2) t…
- Investment StrategyStock Market
What’s Going On With GameStop?
Feb 4, 2021Read MoreIn this week's Market Commentary, I thought I would take a stab at explaining the dramatic volatility in GameStop last week. The topic can get pretty complicat…
- Stock Market
Relief For Banks
Dec 3, 2020Read MoreLong-term interest rates are rising. The current yield on the 10-year Treasury note is 0.96%, which is its highest level since mid-March. Short-term interest r…
- Investment StrategyStock Market
Leadership Change, In More Ways Than One
Nov 25, 2020Read MoreIn last week’s Market Commentary, I talked about the fact that the market value of the S&P 500, at about 21.7x the consensus earnings estimate for 2021, ha…
- Stock Market
How Expensive Is the Market?
Nov 19, 2020Read MoreThe stock market has blasted into record territory following encouraging news about COVID-19 vaccine candidates. At its current level of 3,613, the S&P 500…
- Stock Market
Turning a Corner?
Sep 11, 2020Read MoreFrom time to time in these Market Commentaries we've discussed the fact that earnings estimates for the S&P 500 were on a consistent downtrend well before …
- Stock Market
Vees, Checks, and Convergences
Jul 16, 2020Read MoreFor the markets as a whole, the summer has been pretty good. In the last three weeks, the S&P 500, Dow, and NASDAQ indices have all seen gains of over 7%, …
- EconomicsStock Market
Closing The Gap
Jun 19, 2020Read MoreIt appears that the S&P 500 has settled into a trading range after making a run at its all-time high earlier this month. The index currently sits about 8%…
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