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

October 18, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Perspective on Market Volatility

After several months of historic calm, stocks sold off sharply last week. Rising interest rates and trade war fears were cited as the primary causes of the sell-off that caused the Dow Jones Industrial Average to drop more than 1300 points on...

October 15, 2018 | By Boone Wealth | Filed under: Weekly Economic Commentary

Global Economic Outlook

Investors have been digesting a number of important global developments this year: fiscal stimulus, trade tensions, divergence in global policy and currencies, and political developments. As 2018 heads into the fourth quarter, we’ve put together...

October 15, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Global Equity Market Outlook

We continue to favor the United States and emerging markets (EM) over developed foreign markets for global equity allocations. We see the U.S. economy as the primary driver of our forecast for 3.8% global gross domestic product (GDP) growth in 2018,...

October 5, 2018 | By Boone Wealth | Filed under: Weekly Economic Commentary

The Dot Disconnect

The Federal Reserve (Fed) wrapped up its most recent monetary policy meeting on Wednesday, September 26. While the Fed raised its policy rate, as expected, the more important outcome was the Fed’s guidance on future policy through its statement, a...

October 5, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Best Quarter for Stocks Since Q4 2013

Investors endured a flurry of trade headlines and emerging market turmoil in the third quarter, but that didn’t slow down U.S. stocks. The S&P 500 Index rose 7.2% during what has historically been the most volatile quarter of the year (7.7%...

September 27, 2018 | By Boone Wealth | Filed under: Weekly Economic Commentary

Fed Meeting Preview

The Federal Reserve’s monetary policy meeting will be a focal point for markets this week. The two-day meeting will culminate in a policy decision, new economic projections, and a press conference from Fed Chair Jerome Powell on Wednesday. An...

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