Stock and Bond Market Blog
Receive our Stock and Bond Market Newsletter
Sign up now and get notified immediately as each update gets posted.
Market Hanging By A Thread
Below is a daily chart of the S&P 500 index. Here are the major takeaways: The index is below its 200-day moving average and that average is falling. This is characteristic of a bearish longer-term market environment. After advancing above resistance, the index...
Coiled Spring
The market is in a short-term advance within a longer-term decline. The question is. Has the market bottomed and is this the beginning of a longer-term move higher or is the advance a bear trap? The market is at an inflection point and a few of the indicators I will...
Bears Firmly In Control
S&P 500 Index Below is a daily chart of the S&P 500 Index. Here are the critical aspects of the chart: The index is in a downtrend defined by a series of lower-highs and lower-lows. Price advances keep failing at resistance. Price is below its 50 and...
Capitulation Common at Market Bottoms
The S&P 500 Index is down over 22% (peak-to-trough). Unfortunately, the largest declines in equities have historically occurred as a result of recessions, and odds are high that we are going to be entering one soon. The bear markets of 2020 and 2008 both...
Don’t Get Your Hopes Up
Easy money policies by the Fed and excessive fiscal spending have placed the economy and thus markets in a position of weakness. Inflation is raging and the Fed is trying to reign it in as the economy is showing signs of slowing. The net result is that markets are...
How Much Risk Are You Taking?
I recently met with a friend who asked me to analyze his retirement account. His account is allocated similarly to most retirees which is 60% invested in stocks and 40% in bonds. He uses a passive buy-and-hold strategy. I took his allocation and backtested it...
Hybrid Model Portfolios – Now Available!
Hybrid Model Portfolios – Now Available!
New Model Portfolios – Coming Soon!
Watch Our Teaser Video
Hanging By A Thread
The S&P 500 Index is down 13.3% year-to-date and is below both its 50 and 200-day moving averages. On Friday the index lost 3.6% falling marginally below the March low. This support level is widely being watched and is a line in the sand for many...
Bonds – No Longer Providing Protection
Bond yields are rising at a historic pace putting the 40-year bull market in bonds into question. What should conservative investors be doing given their bonds are no longer providing them the protection they are used to.