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

September 6, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

S&P Sector Switcheroo

S&P GICS sectors to undergo a significant makeover later this month. Effective September 28, S&P Dow Jones Indices will make significant changes to its Global Industrial Classification Standard—referred to as GICS. Index provider MSCI will...

August 29, 2018 | By Boone Wealth | Filed under: Weekly Economic Commentary

Powell' Policy Pragmatism

Federal Reserve (Fed) Chair Jerome Powell’s speech Friday at the Economic Policy Symposium in Jackson Hole, Wyoming, served as a fitting complement to the minutes from the Fed’s most recent policy meeting. Both Powell’s comments and the minutes...

August 28, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Another Impressive Show from Corporate America

Second quarter earnings season was outstanding by many measures. The numbers were strong even without the boost from the new tax law, while guidance was generally positive despite tariffs and trade policy uncertainty. In this week’s commentary, we...

August 23, 2018 | By Boone Wealth | Filed under: Weekly Economic Commentary

Turkey's Crisis and Economic Growth

It has been a complicated year for emerging markets (EM). After a healthy start to the year, the group has struggled, given slower demand from China, tariff concerns, and a firming U.S. dollar. Most recently, Turkey’s diplomatic and political...

August 23, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Is Turkey a Reason to Sell EM?

The Turkish currency crisis is threatening an otherwise favorable EM outlook. Emerging market (EM) equities have experienced significant selling pressure this month amid the ongoing trade dispute between the U.S. and China and the crisis in Turkey,...

August 16, 2018 | By Boone Wealth | Filed under: Weekly Economic Commentary

Does 'Headline' Inflation Tell the Whole Story?

As the U.S. economic recovery moves into its later stages, inflation has emerged at a surprisingly slow and inconsistent rate, befuddling investors who have watched the expansion set the stage for anticipated price and wage growth. Only recently has...

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