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 […]

I have been a contributor to the Quarterly Forecasts for a number of years. Reuter’s Sinead Carew polls 150 equity strategists across the globe and poses the following. Where do you see the Dow and the S&P 500 for mid-2024, end-2024 and mid-2025?  Also here are two extra questions: How likely is a correction in the U.S. stock market

The Who promised fans they won’t get fooled again in 1971. Have the bond players of today forgotten the lyrics? We have been under the view that aggressive bond speculators have been trying to out-guess the Fed at their own game. By the reaction to this mornings’ CPI, the bond market is saying their guesses

With the market punching out all-time highs consistently, our base case has been a rather checked first half of the year as bond speculators obsess over the timing and number of rate cuts. When clarity from the Fed arrives in the second half of the year, expect more consistent progress of the new upside objective, which targets now suggest

Back some time ago, the firm I was with specialized in several rather esoteric, under-covered areas of global markets. One such focus was maritime shipping – the firm even helped bring public the first shipping ETF in partnership with what was then Claymore Funds (NYSE SEA at the time), which has since been acquired. We

The first quarter market outlook gets put together because we like to see the first five trading days of January, at minimum. Still, here is our input regarding how investors can approch recent stock market weakness with the full year in mind. In short, the uptrend that was initiated in October of 2022 is still

I have written recently about seasonal keys to watch for in the stock market. The three I have focused on are the Santa Claus (late December) rally, the first 5 trading days of January and performance for this first full month of the year. So far, we are 0 for 2 in important seasonal trend

Shares in Federal National Mortgage Association FNMA.PK, also known as Fannie Mae, and shares in Federal Home Loan Mortgage Corp FMCC.PK, commonly known as Freddie Mac, rose sharply on Tuesday for the second day in a row. Bruce Zaro, managing director at Granite Wealth Management in Providence, Rhode Island said investors focused on lower value stocks

Moderating inflation, a dovish-sounding Fed and favorable seasonality have combined to drive stocks higher for eight straight weeks since the October low. Despite these gains, I remain bullish toward the market in the long run despite the recent advance. That said, there is one thing that I suspect could cause investor heartburn in January: Congress.

s the recent rally in stocks telling us there will be a profits boom in 2024? I’m having a hard time shaking this idea lately, but let me first deal with two shorter-term issues, one that’s a little bearish and one that is yet to be resolved and which bears monitoring. In the short run,