WARNING SIGNALS FOR STOCKS It was a roller coaster quarter. In early July, it began in hearty fashion. The market advanced smartly in the first two weeks, led by a rotation into small cap companies. Then, it dropped nearly 10% over the ensuing three weeks; so much, that nearly all of the gain for the […]

DID WE JUST HAVE A CORRECTION IN THE SECOND QUARTER? Stocks did not have a good second quarter, contrary to what you might think. The S&P was fine and hovered near all-time highs. But, this was mostly because of the strength in Nvidia and Apple shares, which contributed most of the 4% gain for the […]

1st Quarter 2024 Market Overview EXCEEDING HIGH HOPES If you had high hopes for the stock market at the beginning of the year, they were probably exceeded. Good conditions for investing prevailed throughout the first quarter. While nudging higher, both interest rates and inflation appeared to be contained. Expected interest rate cuts from the Fed […]