The long-expected consolidation has arrived, albeit a little behind schedule. Pundits cite US politics. So far, it’s been a mixed bag of reasons for a deep pullback… geopolitics, Fed jawboning, interest rate prognostications and today, GDP. My viewpoint, as readers know, is that these periods between quarterly earnings season are when investors tend to take […]

Today I was talking with an investor who asked, “Is there ever a situation that arises where the chart looks so bearish it’s actually bullish?” Yes, typically around tax loss selling into the January bounce.  We do occasionally employ this strategy in our portfolios. You should strictly view this as a trade, however. Think about

None of us expect the weather to be all sunshine and perfect temperatures. Sometimes it rains. Sometimes the wind blows heavy. Sometimes it’s cold. Sometimes it’s really hot. Sometimes it’s cloudy.  Plans might have to change a little bit, but we don’t usually react extremely to the generally normal weather. When the weather gets extreme,

Once again, we share our quarterly outlook for the stock market. This is a comprehensive viewpoint contained within a pdf report that is meant to synthesize many of the shorter blog posts that we post regularly. The full report can be downloaded here (Granite-Wealth 2024 Q2 Report) and at the bottom of this post. A

Last week we wrote about sectors to consider in the March rebalancing period. We identified 2 sectors of growth stocks to consider, Restaurants — one day before Chipotle’s 50-1 split announcement — and Building Suppliers. Today, we want to drill down into the latter. We favor the building materials companies over home builders as they

We have been expecting a pause in the spring of this election year for some time.  Historically, this has arrived in the February – March period. As growth stock managers, we are constantly on the lookout for under-the-radar growth stock opportunities. In such a sector rotation, will value stocks regain their leadership? We think not,

The Generational Bottom was 15 years ago last week. Even 5 years can be a long time for younger investors or retirees but can go by in a flash. The devastating Great Recession Bear Market crash seems to have burned into investors’ minds, the bad memories they bring stick around much longer than bull market

Here we are, between earnings seasons – another period in which investors take a wait and see attitude and often expect the market to pause or even pull back some. Indeed, even I recently suggested such a pause might occur soon. Not only was the market extended on a technical basis, these times between earnings

My story started in a small, suburban American town, with a pretty standard inside-the-box view of this world. More and more steps outside of that box, though, has always left me wanting to see and do more. I hitched a ride on the back of the US Marine Corps for 13 years, which showed me

The February – March period is time for investors historically a wait and see attitude. Seasonally, this lines up with the in between earnings period where other factors tend to get front row seats…. geopolitics, domestic politics……all things China and doomsdayers. A break in the Magnificent Seven may in the cards and shift for a short-term return