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

January 17, 2018 | By Boone Wealth | Filed under: Weekly Economic Commentary

Global Growth Expected to Continue in 2018

Global economic growth exceeded expectations in 2017, and we expect another strong year in 2018. The Citi Global Economic Surprise Index, which was well above zero for most of the second half of 2017, signaled that global economic data was exceeding...

January 17, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Global Equity Market Outlook, Favor U.S. & EM

We favor U.S. and emerging market (EM) equities for tactical global allocations. After reviewing our thoughts on the U.S. equity markets in last week’s Weekly Market Commentary, we thought we’d expand our 2018 equity outlook with a focus on...

January 9, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Will a Strong 2017 Carry Over Into 2018?

We close the book on a solid 2017 for U.S. stocks while tipping our caps to a strong start to 2018. Today’s Weekly Market Commentary will provide a high-level performance recap for 2017 that we hope will be helpful for year-end client conversations...

January 3, 2018 | By Boone Wealth | Filed under: Weekly Market Commentary

Investment Implications of the New Tax Law: Equities at a Glance

After more than a year of political posturing and investor anticipation, Congress finally approved a $1.5 trillion tax cut, the most sweeping U.S. fiscal overhaul since 1986. The 2017 Tax Cuts and Jobs Act was signed into law by President Trump on...

December 19, 2017 | By Boone Wealth | Filed under: Weekly Market Commentary

When Overbought is Bullish

The bull market continues to march higher. The S&P 500 Index is near one of the most overbought levels in history and this has many wondering how much longer the rally can continue. The longer-term technical indicators continue to look strong,...

December 12, 2017 | By Boone Wealth | Filed under: Weekly Market Commentary

Corporate Beige Book - Upbeat as Expected

Companies remained generally upbeat during the third quarter earnings season, based on the LPL Research Corporate Beige Book Barometer. This is hardly surprising, given actual earnings results were good again and estimates of future earnings held up...

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