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

July 3, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

STOCK FUNDAMENTALS STILL SUPPORTIVE

We expect stocks to move higher over the second half of the year. Stocks already have had quite a run in 2019, buoyed by a return to fundamentals, with the S&P 500 Index up 17.4% year to date through June 28 for an 18.5% total return. The...

June 20, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

STOCKS AND FED RATE CUTS

A potential rate cut may give stocks a lift. Stocks have benefited recently from increasing hopes of a Federal Reserve (Fed) rate cut, pulling the S&P 500 Index back to within 2% of its record high set on April 30, as of June 14. On June 4 Fed...

June 13, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

BULL MARKET FOR POLICY UNCERTAINTY

Last week stocks enjoyed their best week since November 2018 despite rampant policy uncertainty. Policy uncertainty remains high, particularly around trade, but you wouldn’t know it from last week’s stock market rally, which jumped 4.4% on...

May 15, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

DEAL OR NO DEAL

U.S.-China trade tensions escalated last week. President Trump increased tariffs on $200 billion of Chinese imports to the United States from 10% to 25% and has threatened to put 25% tariffs on an additional $325 billion of Chinese goods — a...

May 7, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

SELL IN MAY?

“Sell in May and go away” is probably the most widely cited stock market cliché in history. Every year a barrage of Wall Street commentaries, media stories, and investor questions flood in about the popular stock market adage. This week, we...

April 26, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

FADING MOMENTUM

U.S. stocks are sitting at the same levels they were seven months ago, but the path hasn’t been straight. Equity investors have been on a bumpy ride since September 2018, and investors’ resolve has been tested amid back-and-forth in trade...

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