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

April 25, 2019 | By Boone Wealth | Filed under: Weekly Economic Commentary

GREEN SHOOTS ON MAIN STREET

We’ve talked a lot about green shoots in the U.S. economy recently. A slew of recent data has pointed to a rebound in growth from a disappointing first quarter hampered by global headwinds. Last week, we gathered more clues on a potential recovery...

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

WHAT’S PRICED IN

After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here. With the S&P 500 Index less than 1% away from its all-time high set September 20, 2018, a lot of good news has been priced into stocks....

April 11, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

LIGHT AT THE END OF THE TUNNEL

First quarter earnings season kicks off this week and the bar seems low. Consensus estimates for first quarter earnings season are calling for a slight year over-year decline in S&P 500 Index earnings amid the economic soft patch at the start of...

April 9, 2019 | By Boone Wealth | Filed under: Weekly Economic Commentary

SIGNS OF SPRING

A chilly winter is finally behind us, and flowers are starting to bloom. The U.S. economy kicked off the year with a disappointing first quarter as consumers and businesses weathered symptoms of a global slowdown. Thankfully, seasons change, and we�...

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

THE STOCK MARKET’S FINAL FOUR

The NCAA Final Four is set. On the men’s side, Auburn, Michigan State, Texas Tech, and Virginia are headed to Minneapolis to determine this year’s college basketball national champion. On the women’s side, UConn and Oregon punched their tickets...

March 11, 2019 | By Boone Wealth | Filed under: Weekly Economic Commentary

An Aging Cycle

The tenth anniversary of the S&P 500 Index bull market is coming up on March 9. As the U.S. stock rally’s double-digit birthday nears, we’ve reflected a lot on the durability of the current economic cycle. The U.S. economic expansion is...

« Previous 1 … 18 19 20 21 22 … 41 Next »