Featured Journal Entry

IS ALL THE GOOD NEWS PRICED IN?

Last week we discussed whether stock prices might be reflecting peak optimism. In that commentary we noted that while sentiment may be overly optimistic and a pickup in volatility would be totally normal, strong breadth measures suggest stocks still may have more upside. This week we tackle that same topic of peak optimism, but by...

Journal Entries

February 4, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

ASSESSING CORONAVIRUS OUTBREAK

After a three-and-a-half-month, largely uninterrupted rally in stocks, the period of calm ended last week as the coronavirus outbreak led to a bout of volatility. Though it is difficult to predict when the virus will be contained and how many more...

January 28, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

A SENTIMENT CHECK

U.S. stocks have staged an impressive rally over the past few months. While we like seeing stocks rise, we’re starting to see signs of overbought conditions and stretched sentiment in market indicators we watch. We still believe in long-term...

January 22, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

EARNINGS ARE ALL ABOUT 2020

Earnings growth was largely absent in 2019, but we expect it to pick up in 2020. With stock valuations elevated, we think earnings hold the key to pushing stocks higher this year. We preview fourth quarter earnings season and share our thoughts on...

January 14, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

ASSESSING GEOPOLITICAL RISK

The United States’ airstrike January 3, 2020, near Baghdad, Iraq, that killed a top Iranian military general was a major escalation in Mideast tensions. Iran’s retaliatory strike January 8 sent a message, but additional responses can’t be ruled...

January 8, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

LESSONS FROM THE PAST DECADE

As we begin 2020, we’ve had a chance to reflect on what was an unprecedented decade for financial markets. The 2010s taught long-term investors two important lessons: to ignore short-term market noise and to be prepared for volatility. It was a...

January 2, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

2019 HITS AND MISSES

2019 was a difficult year to forecast after 2018 ended with the worst December since the Great Depression. While our positive stock market outlook proved too conservative, we are pleased to report we got more right than wrong for 2019. Here we recap...

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