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 22, 2018 | By Boone Wealth | Filed under: Weekly Economic Commentary

Fed Preview

Federal Reserve (Fed) Chair Jay Powell will preside over his first Fed policy meeting March 20–21. Although this is his first meeting as chair, Powell has been a voting member of the policy committee since 2012 and is a seasoned veteran of Fed...

March 20, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Will This Sixteen Be Sweet?

The “Sweet 16” is set. In the spirit of March Madness and an exciting NCAA college basketball tournament that has brought some historic upsets, epic comebacks, and exciting buzzer beaters, we have compiled our “Sweet 16” for the stock market....

March 14, 2018 | By Boone Wealth | Filed under: Weekly Economic Commentary

February Employment Report: More Jobs, Less Wage Growth

The February employment report crushed expectations for the number of jobs created (313,000 versus the consensus expectation of 205,000), but wage growth moderated from the surprising January levels. January’s numbers were also revised higher from...

March 13, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Five Forecasters: Few Warning Signs

Our favorite leading indicators are signaling that further economic growth and stock market gains lie ahead. With the bull market celebrating its ninth birthday on March 9, we looked at some of our preferred leading economic and bull market...

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

The Bull is 9, Can it Make 10?

The bull market will celebrate its ninth birthday on March 9, 2018. During that nine-year period, the S&P 500 Index nearly increased fourfold in value including dividends, producing a total return of 385% (19.2% annualized) while rising almost...

February 27, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Raising 2018 Earnings Forecasts

Fourth quarter earnings season has been outstanding. As good as it has been, perhaps most impressive is the strong guidance corporate America has provided. In response, we have raised our S&P 500 Index earnings forecast for 2018 and our S&P...

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