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 21, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Out of the Woods?

Are we out of the woods yet? After the fastest correction from a record high in the history of the S&P 500 Index, stocks staged an impressive comeback last week. The S&P 500 put together its best week since 2013, rallying more than 5% off the...

February 14, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Correction Perspectives

After an extraordinary two-year period of market calm, the major U.S. equity markets slipped into correction territory last week. A perfect storm of investor worries collided over the past six trading days, including inflation, monetary policy, and...

February 7, 2018 | By Boone Wealth | Filed under: Weekly Economic Commentary

GDP, PCE, and Jobs

U.S. stocks and bonds were hit by inflation concerns over the past week, but what is the economic data telling us? A barrage of U.S. economic data was released over the past two weeks, including major reports such as fourth quarter gross domestic...

February 6, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Melt-Up or Melt-Down?

Did stocks just melt-up, setting up a possible melt-down? Friday’s sharp decline, the biggest since the Brexit vote in June 2016, might have led us to forget that just a few days ago many claimed the stock market was melting up. The strong finish...

January 30, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Records, Risk, and Return

The equity market action over the past year is truly historic on many levels. It is important to recognize how unique this time frame has been and that a more volatile 2018 may be likely, and quite frankly normal. This week we will highlight some of...

January 23, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Fourth Quarter Earnings Season Off To A Good Start

It’s early in the season, but with about 50 companies having reported fourth quarter results, S&P 500 Index earnings are tracking a 12% yearover-year increase [Figure 1]. A solid 79% of the companies have bested earnings estimates, while 87%...

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