- Stock Market
Entering Earnings Season
Apr 14, 2021Read MoreAs we get into the heart of the earnings season, we thought we’d take a final look at earnings estimates. The chart below shows that S&P 500 estimates have…
- Stock Market
The Archegos Debacle
Apr 5, 2021Read MoreOver the past week or so there has been some unusual volatility in a handful of stocks, both US and Chinese. Media reports have attributed the volatility to fo…
- Stock Market
The Evidence Continues To Mount
Mar 15, 2021Read MoreThe much-publicized market trends continue to be reinforced. Since the yield on the 10-year Treasury bottomed out in August of last year at around 0.51%, that …
- 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…
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