Author name: Bruce Zaro

Liz Ann Sonders from Charles Schwab recently pointed out, market breadth, or the number of stocks participating in this year recovery is broadening and increasing…

After a long stretch where growth investors were richly rewarded and value investors took their position in the rear, late 2021 saw a shift. In…

George Washington had wooden teeth. Bulls get angry when they see the color red. There are many commonly held beliefs that are, in fact, untrue…

We define the Santa Claus rally period of December 15th to January 15th. Traditionalists consider the Santa Rally Period December 15th to December 31st. In…

We get asked quite a bit…..Is this the bottom or a bottom? Given the dreadful performance of all asset classes in 2022 it’s a question…

DECEMBER 14, 2022  INSIGHTSINVESTMENTINVESTMENT MANAGEMENTMARKET HISTORYTECHNICAL INSIGHTS We believe the rally will arrive this year, but with a caveat. Expect this to be more prominent for…

We have monthly Investment Policy Committee Meetings to discuss the changes that take place in the markets. Fundamental and technical factors are on the agenda…

How has the earnings season gone? But, more importantly, how have stocks reacted to those earnings releases? Going into earnings, investors had great concerns about…

NOVEMBER 10, 2022  INSIGHTSINVESTMENTINVESTMENT MANAGEMENT Sector rotation is an investment strategy revolving around the movement of money between various industry categories of the markets, such as…

Today is election day, and that always comes paired with unrelenting news platforms blasting forecasts and results in your face for days leading up to…