Market Insights

Making the economy, markets, and personal finance less complicated

Investment StrategyStock Market
Leadership Change, In More Ways Than One
Nov 25, 2020
In 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…
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Stock Market
How Expensive Is the Market?
Nov 19, 2020
The 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…
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Stock Market
Turning a Corner?
Sep 11, 2020
From 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 …
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Stock Market
Vees, Checks, and Convergences
Jul 16, 2020
For 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%, …
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EconomicsStock Market
Closing The Gap
Jun 19, 2020
It 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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Stock Market
Are You a Bull or a Bear
May 7, 2020
There are two prevalent views on Wall Street and Main Street: Bulls, who view the huge amount of liquidity from government stimulus checks, loans and spending,…
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Stock Market
Beware of the Complacency!
Apr 30, 2020
Stock prices are "melting up" again. The S&P 500 is up a staggering 34% since the low about 5 weeks ago. The strong bounce is based on hopes for a speedy…
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Stock Market
New Economy, New Market, New Playbook
Apr 23, 2020
Less than two months into social distancing, working from home and an induced economic coma, pundits and prognosticators, both the political and the reasonable…
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Stock Market
Volatility Reigns!
Apr 17, 2020
Stocks met a significant milestone this week as the S&P 500 retraced over half of the losses sustained in the coronavirus sell-off. As I write, the S&…
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