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Wednesday, May 29, 2024

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...

 

Wednesday, May 1, 2024

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...

 

Thursday, March 28, 2024

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...

 

Thursday, January 4, 2024

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...

 

Monday, October 9, 2023

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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Tuesday, September 19, 2023

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...

 

Thursday, June 1, 2023

UFG June 2023 Market Perspective