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

October 21, 2020 | By Boone Wealth | Filed under: Weekly Economic Commentary

THREE REASONS WE LIKE SMALL CAPS

Markets have come a long way since the March lows, but we believe there may be more room for stocks to run. Given the impressive economic recovery to date and improving underlying technical and fundamental conditions, we think small cap stocks...

October 13, 2020 | By Boone Wealth | Filed under: Weekly Economic Commentary

EARNINGS GROWTH IS APPROACHING

This earnings season, corporate America will get closer to the return of earnings growth—which is likely in the first quarter of 2021. We probably will have another decline in profits for third quarter 2020, thoughpotentially only about half as big...

October 6, 2020 | By Boone Wealth | Filed under: Weekly Economic Commentary

MARKET RESPONSES TO ELECTION UNCERTAINTY

Speculation has been increasing that the November election results may be delayed or disputed, or both. Acontested election might affect financial markets in several ways. Also, the news that President Donald Trump has tested positive for COVID-19...

September 30, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

WHAT TECHNOLOGY’S CORRECTION MEANS

The recent correction in the S&P 500 Index’s technology sector presents a unique challenge to markets following a historic stretch of outperformance as technology’s share of the market has ballooned in size. Despite September weakness in this...

September 23, 2020 | By Boone Wealth | Filed under: Weekly Economic Commentary

CENTRAL BANK SEASON

When seasons change, the major central banks meet. The Federal Reserve, European Central Bank, and Bank of Japan all met in September to discuss their outlooks on the economy and monetary policy going forward. Key observations from the central bank...

September 15, 2020 | By Boone Wealth | Filed under: Weekly Economic Commentary

THE BULL CASE FOR STOCKS

Markets have been on a wild ride in September so far, with a strong first two days of the month followed by one of the sharpest 10% corrections ever for the NASDAQ. The case can be made that stocks may move higher over the rest of 2020 despite a...

« Previous 1 … 6 7 8 9 10 … 41 Next »