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

November 12, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

A TALE OF TWO ECONOMIES

Consumer spending has powered the U.S. economy this year as businesses curb investments, waiting for trade and geopolitical uncertainty to fade. We expect that growth will likely slow next year as companies continue to sit out this part of the cycle;...

November 5, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

BEST SIX MONTHS OF THE YEAR

We have all heard the old Wall Street adage, “Sell in May and go away.” The six-month period from May through October historically has been the worst time of year to own stocks, while the six months between November and April historically have...

October 29, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

MARKET TRICKS AND TREATS

The U.S.-China trade conflict remains a wild card for U.S. and global economies, and it headlines our list of concerns. The United States and China have reportedly reached a verbal “truce,” and by all indications a phase-one agreement may be...

October 24, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

SEASONAL (TAIL)WINDS

The stock market has started October on a bumpy path. Many global issues remain unresolved, but seasonal forces, sound fundamentals, and breakthroughs on the trade and geopolitical fronts could help sustain the S&P 500 Index at record highs....

October 17, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

EARNINGS MAY SEE BETTER DAYS AHEAD

Corporate America is unlikely to deliver much, if any, earnings growth in the third quarter. However, we think better days lie ahead. We expect progress on trade to keep U.S. economic growth at or above the trend for the current economic expansion....

October 8, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

POLICY UNCERTAINTY INTENSIFIES

Investors are facing a host of unresolved international and domestic issues, in addition to an upcoming U.S. presidential election, all of which are contributing to an overall sense of uncertainty. Luckily, financial markets have been adept at...

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