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

July 21, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

MIDYEAR OUTLOOK 2021: PICKING UP SPEED

It is hard to believe we have passed the halfway point of 2021. After a 2020 that would never end, the first six months of 2021 flew by. With the second half underway, we have updated our views of the markets and economy in LPL Research’s Midyear...

July 15, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

THREE THINGS TO WATCH THIS EARNINGS SEASON

We ran out of superlatives to describe corporate America’s stunning performance during first-quarter earnings season. Despite lofty expections, results exceeded expectations by one of the biggest margins ever. So what will companies do for an...

June 23, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

INFLATION AND WHAT THE FED IS SAYING

Inflation has been on the rise. Investors are not as interested in what’s happening now as they are in what’s happening next. Meanwhile, the Federal Reserve (Fed) shared its views at the conclusion of its last policy meeting on Wednesday, June 16...

June 15, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

SUSTAINABLE INVESTING BECOMING MAINSTREAM IN FIXED INCOME

On May 27, 2021, a couple of events in the energy sector occurred that demonstrated the continued mainstreaming of sustainable investing and underscored the risks and opportunities available to investors. While primarily thought of as equity-oriented...

June 8, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

POLICY SHIFTS MAY CHALLENGE MARKETS

Fiscal stimulus, which was central to the market rebound in the last year, may start moving to the sidelines over the rest of 2021 and into 2022 as the recovery continues. Economic growth can compensate for the loss of government checks to households...

June 1, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

PROCEED WITH CAUTION IN THE BOND MARKET

After one of the worst starts to a year for fixed income, returns may not get much better from here. Long-term interest rates have traded sideways recently but we expect rates to potentially rise further, which would put downward pressure on bond...

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