Featured Journal Entry

IS ALL THE GOOD NEWS PRICED IN?

Last week we discussed whether stock prices might be reflecting peak optimism. In that commentary we noted that while sentiment may be overly optimistic and a pickup in volatility would be totally normal, strong breadth measures suggest stocks still may have more upside. This week we tackle that same topic of peak optimism, but by...

Journal Entries

March 18, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

ROAD TO RECOVERY PLAYBOOK

After recording two double-digit drops in equity prices over the last three trading days, the global pandemic of COVID-19 has sent world equity markets into bear market territory. The result is a cumulative 30% drop in the S&P 500 Index in just...

March 10, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

THE BULL TURNS 11

As the coronavirus continues to scare global markets, it would be easy forget that the current bull market started 11 years ago today. Based on investing fundamentals, we continue to believe we’ll see a resumption of economic growth and a...

March 4, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

CORONAVIRUS FEARS INTENSIFY

Fears surrounding the coronavirus outbreak—or COVID-19—caused significant market volatility this week, wiping out all of the gains from the S&P 500 Index since October 2019. While we want to focus on the economic impacts of the virus in this...

February 25, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

CORPORATE AMERICA IMPRESSES

Companies have done an admirable job growing profits—considering several stiff headwinds that they’ve faced. Despite slowing global economic growth, weakness in capital investment and manufacturing, a strong U.S. dollar, and a huge drop in energy...

February 18, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

PRODUCTIVITY BOUNCES

Productivity is a key ingredient in keeping this aging economic cycle afloat, and a nice bounce in 2019’s fourth quarter productivity may be a step in the right direction. Ideally, we’d like to see the global economy stabilize and capital...

February 12, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

GLOBAL GETS GOING

Stocks in developed markets outside the United States have underperformed those in the United States almost without interruption for the last decade. While the long-lasting U.S. stock market dominance has us understandably cautious, we are warming up...

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