Market Commentary

What to do when growth stocks stop growing

March 25th, 2019
  |  

The broad outlook for U.S. corporate earnings is getting
weaker, seemingly by the day.

For Q1
2019, total S&P 500 earnings are expected to decline -3.6% from the same
period last year, though on +4.8% higher revenues. Growth is expected to be
negative for 9 of the 16 Zacks sectors,[…]

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Remembering the beginning of this bull market

March 18th, 2019
  |  

The 10-Year Old Bull
Market

It’s hard to
believe that 10 years have passed since the end of the “Great Recession.” But
it was on March 9, 2009, that the 2008 bear market finally ended. For the
steely-nerved investors who were invested in equities at the time,[…]

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Emerging markets surge, deficit spikes, China still strong

March 11th, 2019
  |  

In this week’s edition of steady investor, we take a look at
this week’s top news stories and what they could mean for the market:

Why are investors flocking to Emerging Markets?The U.S deficit reached new heights. How could
this affect the economy?Since 2013,[…]

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What does the surprising cyclical stock surge mean?

March 11th, 2019
  |  

The S&P 500 spent a single day in bear
market territory on Christmas Eve, but since then the index has rewarded
investors who didn’t panic. As I write this column, the S&P 500 has
steadily rallied over +18% 1 off the bottom,[…]

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Distinguishing between weak growth and negative growth

March 4th, 2019
  |  

Is the U.S. Economy
Showing Real Signs of Weakness?

I’ve noticed recently that many economists and ‘experts’ appear to be resetting their expectations for when the U.S. economy might enter a recession. Many now seem to believe it could happen as soon as this year,[…]

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China trade progress, cyclical stocks rally, and more

March 3rd, 2019
  |  

What’s next for U.S relations with China? And North Korea? And
could the cyclical stocks rally be a good sign for the market? Read on to get our
answers and more in this week’s Steady Investor!

A
Mixed Bag of Economic and Geopolitical News: Asia – U.S.[…]

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Volatile market causes many investors to miss January rally

February 20th, 2019
  |  

We’re only in the second month of the new year, but already we’ve seen many investors experience the tragic cost of market volatility.
According to Lipper data, investors moved a staggering $190 billion into money market funds (cash) in Q4 2018.[…]

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The global economy’s biggest X factor in 2019

February 12th, 2019
  |  

Equity markets received some relief in late January, when the Federal Reserve decidedly shifted tone on interest rate increases for 2019. Fed Chairman Jerome Powell said that “the case for raising rates has weakened somewhat,”1 adding that the Fed is increasingly concerned about the effects of policy-related headwinds from trade disputes,[…]

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Stocks surge but small business becomes skittish

February 11th, 2019
  |  

While market volatility may have you fearful of what’s next, a recession may be further off than you think. Read on to get the details.
Best January Rally in Over 30 Years – stocks recovered sharply in January, with the S&P 500 and the Dow Jones Industrial Average delivering the best start to a year since the 1980s.[…]

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Investor pessimism could be a plus for the market

February 4th, 2019
  |  

Investor sentiment has made a notable shift over the last two years or so, and the pendulum swing may actually help explain why 2018 was such a disappointing year for stocks.
Flashback to 2017 – the buzzword when describing the global economy was “synchronized global recovery,” referring to the widely-held expectation that all developed economies were (finally) expected to grow convincingly and in unison.[…]

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