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2024 Year End Market Perspective
I'm writing my year-end note a bit early. The holidays are packed tight this year, and I'm afraid the year will go by in the blink of an eye once Thanksgiving is upon us. Also, considering a change in my market outlook for the better,...
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I'm just checking in to give you some perspective on where we stand. In general, the knee-jerk reaction when dealing with uncertainty is to sell and wait for a resolution. As I mentioned in the prior note, the level of uncertainty has...
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Uncertainty has crept into the stock market over the past few weeks just as the market's health improved. We've been waiting for the number of stocks participating in the gains to broaden, which occurred briefly after the July...
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In early January, I discussed how stocks and bonds might react to changes in interest rates. With the latest developments, let's revisit that topic. Interest Rates and Market Expectations As we entered 2024, many expected interest...
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The following graphs reveal one of the concerning aspects of the market rebound that began in October 2022. The top section shows the recovery from the Housing market bust in 2008 and the recovery from the Pandemic in 2022. The bottom...
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UFG Market Perspective
At the end of 2023, the stock market was riding high based on the expectation that the Federal Reserve would lower interest rates multiple times this year, starting in March. In mid-December, the Fed surprised everyone by considering...
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We had quite a rally in the stock market towards the end of 2023. Expectations of several cuts of interest rates in 2024 drove this rally. Indeed, stock market investors cheered Jerome Powell’s, the Chair of the...
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The bull market that began almost one year ago has been very unusual. One of the notable aspects is the performance of small-cap stocks. Per Lowry Research, through September 30, 2023: Of the 10 new bull markets since its...
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Hello everyone, We are coming up on the anniversary of the stock market low, which hit October 12, 2022. We still don’t know whether that date is the final low for the bear market that started last year. We can...
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