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 2, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

HERE COMES THE EARNINGS BOOM

Fourth-quarter earnings season is in the home stretch, and it’s been a good one. After raising our 2021 earnings forecast for the S&P 500 Index in our Weekly Market Commentary on February 8, our upgraded forecast may now be too low, based on...

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

SUSTAINABLE INVESTING YEAR IN REVIEW

Increasingly more people realize that their sustainability concerns can be address through their investments. As more investors embark on the sustainable investing journey—learn what it is, why one pursues it, and how to do it—assets into...

February 19, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

THE SEARCH FOR INCOME

Interest rates have risen steadily over the past six months but remain low by historical standards. That means the traditional high-quality bonds that many of us owned for decades are not doing the job for investors looking for income, while the...

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

RAISING GDP AND STOCK MARKET FORECASTS

The resilience of the US economy continues to exceed our expectations. With encouraging progress toward ending the pandemic, and massive fiscal stimulus in place—and more likely coming soon, our prior economic growth forecasts may prove overly...

February 4, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

MARKETS SHRUG OFF DEBT LEVELS

The level of US debt, already elevated before COVID-19 hit, skyrocketed as Congress put into place much needed fiscal stimulus in response to the pandemic, and it may jump again as the Biden administration targets its stimulus goals....

January 26, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

SMALL CAPS STILL SOLID

Small caps have had an incredible run since the Russell 2000 Index bottomed on March 18, 2020, returning 119% compared to the S&P 500 Index’s 60% return over the period. Will small cap outperformance continue in 2021? The early stages of this...

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