Stocks Pull Back After Initial Election Euphoria.
Big Rotation in Sectors and Assets Classes.

Keith Schneider | November 17, 2024

Welcome back readers. Glad to have you.  A quick shout out to Geoff who did an excellent job filling in last week as I was travelling.  Speaking of traveling, during my travels, I heard from one of our readers who …


Election Trend Trades Take Off

Geoff Bysshe | November 10, 2024

For months, traders have been focused on the potential for the election to lead to a burst of volatility in the markets, followed by clarity on which political party would steer fiscal policy for the foreseeable future.

The election didn’t …


Welcome to November:
Earnings & Election Jitters Spook the Markets

Keith Schneider | November 3, 2024

Welcome back, readers.  Hopefully, you had a good week (perhaps participating in Halloween festivities) and were able to “tune out” the election noise that seems to resonate every minute of the day on social media or on television shows.

I …


“Frighteningly” Great Markets This Past Year Make History.
Going Forward Should We Be “Scared”?

Keith Schneider | October 27, 2024

Happy Pre-Halloween and nice to have you back. Hopefully you had a “decent” investment week although it was the first down week for the S&P in the past 7.  We mentioned the historical negative 3rd week of October in last …


Various Assets Extend Their Hot Streaks
Can It Continue? (You Might Be Surprised)

Keith Schneider | October 20, 2024

Welcome back readers and loyal subscribers.  Glad you are with us.  We hope that you had a good week and were able to profit from the various markets that continued to move higher.

If you are following any of the …


The October 2022 Baby Bull is Back and All Grown Up

Geoff Bysshe | October 13, 2024

I’m filling in for Donn this week so he can enjoy a much deserved break for this holiday weekend.

This bull market is ready for anything the election will throw at it, but which sectors of the market will come …


Welcome to the Show!
Best Seasonal Sector Investments.

Keith Schneider | October 6, 2024

Welcome back and thanks for your loyal support of this weekly column.  This past Tuesday, October 1, 2024, we welcomed the beginning of the 4th Quarter, typically the start of the best quarter for investing in the stock market.   See …


China Goes Big and Fuels More Stock Market Gains
The S&P 500 Has Only Done This 7 Times Before!

Keith Schneider | September 29, 2024

Welcome back readers.  Glad to have you.  Last week we discussed the Fed’s new loosening monetary stance as they aggressively lowered the Fed overnight borrowing rate.  If you have not had a chance to read or perhaps want to reread, …


UNSTOPPABLE
What Does the Fed Know That We Don’t Know?

Keith Schneider | September 22, 2024

Welcome back readers.  Hope you had a profitable week in the markets.

The Fed pulls the trigger.

In the last two Market Outlooks we expressed our strong belief that the Fed would lower the overnight lending rate at their upcoming …


The Door is Open. Time for the Fed to Act.
How Much?

Keith Schneider | September 15, 2024

Happy to have you back with us.  We hope that you had a good week in the markets as we watched most of our models outperform during this snapback rally.

The Door is Open.

Investors have been anxiously waiting for …