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 15, 2019 | By Amber | Filed under: Weekly Market Commentary

Key Takeaways from Fourth Quarter Earnings

Earnings growth slowed in the fourth quarter but was still solid. With two-thirds of S&P 500 Index companies having reported results so far, corporate America has delivered solid earnings growth—in the mid-to-high teens—for the quarter....

January 31, 2019 | By Boone Wealth | Filed under: Weekly Economic Commentary

The Fed Faces Market Fears

Tensions around U.S. monetary policy remain high as recession fears grow and markets seek further reassurance that the Federal Reserve (Fed) is prepared to slow or stop future rate hikes as needed. The Fed will meet this week and make a rate...

January 31, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

Is the Fed Almost Done?

The Fed will likely pause interest rate hikes at its policy meeting this week. The Federal Reserve (Fed) meets this week, culminating in its rate decision on Wednesday, January 30. We expect the Fed to pause in response to slower global growth, trade...

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

A Wild Week in Review

Economic data has been under a microscope since the Federal Reserve (Fed) emphasized its allegiance to data dependency after raising interest rates in December. The Fed’s rate hike and Fed Chair Jerome Powell’s post-meeting press conference...

January 9, 2019 | By Boone Wealth | Filed under: Weekly Market Commentary

Lower Valuations Offer Long-Term Opportunity

This week, we look at stock valuations to try to gauge the potential opportunity for stocks. Amid the dizzying volatility and news cycle that investors have had to deal with lately, it can be difficult for many investors to take a step back and see...

January 4, 2019 | By Boone Wealth | Filed under: Weekly Economic Commentary

Market Fears and Economic Realities

Market participants’ evaluation of increasing policy uncertainty has contributed to sharp equity market declines over the last quarter. The list of issues raising concerns has been broad: the Federal Reserve (Fed); trade policy; looming Brexit...

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