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

April 14, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

THE EARNINGS BOOM IS HERE

The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021’s first quarter has the makings of another potentially great earnings season. The reopening of the economy continues to move forward, and corporate...

April 6, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

RAISING FORECASTS…AGAIN

The U.S. economy’s recovery from the pandemic continues to surpass our expectations, aided by the accelerating vaccine distribution, massive stimulus, and America’s desire to resume some semblance of normal daily life. Despite having raised our...

March 31, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

ARE WE ON THE BRINK OF AN INFLATION CRISIS?

There is a growing debate over whether an expanding economy, in conjunction with historic fiscal and monetary stimulus, may cause inflation to overheat. Adding to the intense debate, the Federal Reserve (Fed) has shifted its policy framework,...

March 24, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

The Second Year of the Bull Market Begins

The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of all-time—one that led to a drawdown of 34%. Things have come full circle now, as stocks have staged a furious rally, with new highs...

March 16, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

MARCH MADNESS: STOCK MARKET EDITION

With the NCAA college basketball tournament getting underway this week, LPL Research is getting in the spirit with its own version of March Madness. Here we share our “Final Four Factors” for the stock market in 2021: Vaccines, Policy, Profits,...

March 9, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

RISING RATES AND STOCK MARKET PERFORMANCE

The 10-year Treasury yield continues to climb higher, but remains low by historical standards. Still, the size of the move since July 2020—and the more recent acceleration—has some market participants worried about the potential impact on stock...

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