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 28, 2017 | By Boone Wealth | Filed under: Weekly Market Commentary

Tiptoe Through the Tulips

The case for increasing European investments is getting stronger, as we evaluate the fundamentals, valuations, and to a lesser extent the technicals. Throughout most of the region, we are seeing improvement in the economic data and most importantly,...

February 22, 2017 | By Boone Wealth | Filed under: Weekly Economic Commentary

Cracking Oil

Patterns of energy production and consumption are changing, both because of and despite political actions; this week we look at some of the potential longer-term, structural changes to the energy market. Energy, and particularly oil, is the one...

February 13, 2017 | By Boone Wealth | Filed under: Weekly Economic Commentary

The Valentine’s Day Index

The impact of economics on everyday life isn’t always clear, but the week ahead is different. Tuesday marks the fourth-busiest shopping holiday of the year — Valentine’s Day, and the following day sees the release of Consumer Price Index (CPI)...

January 10, 2017 | By Boone Wealth | Filed under: Weekly Market Commentary

Fourth Quarter 2016 Earnings Preview

Fourth quarter 2016 earnings season gets underway this week (January 9–13), and it looks like it will be another good one. With Alcoa no longer the unofficial kick off of the earnings season, we will consider Friday the start of the season when...

November 23, 2016 | By Boone Wealth | Filed under: Weekly Market Commentary

Holiday Shopping Preview

This week we preview the holiday shopping season. Although the market’s attention has been squarely on the election for the past several months, we should not forget how important this time of year is for the U.S. economy — consumer spending...

November 15, 2016 | By Boone Wealth | Filed under: Weekly Market Commentary

What a Week

This week we reflect on Donald Trump’s surprising victory and the stock market reaction. With Election Day behind us and the benefit of several days to digest the news, we reflect back on what was quite a week for the stock market. Here we offer...

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