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 19, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

EARNINGS RECESSION IS LIKELY OVER

This earnings season likely will be the last of the earnings recession. After year-over-year declines in the first three quarters of 2020, the fourth quarter likely will make it four in a row. Looking ahead, earnings are likely to grow solidly in the...

January 12, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

MARKET POLICY PROJECTIONS FOR 2021

As a result of the Senate runoffs in Georgia, Democrats are poised to take control of the US Senate, which would give them a majority in both houses of Congress. This will shift the policy outlook moderately to the left, but majorities are still...

January 5, 2021 | By Boone Wealth | Filed under: Weekly Market Commentary

10 ECONOMIC LESSONS FROM 2020

2020 was a year characterized in part by the outbreak of a global pandemic, which captivated the world and shocked the global economy and financial markets. As we turn the page to 2021, it can be helpful to reflect on the lessons learned from such a...

December 22, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

A NEW ECONOMIC START IN 2021

After modest growth to begin 2020, the economy screeched to a halt as the onset of the pandemic ended the longest economic expansion ever. A record decline in gross domestic product (GDP) in the second quarter was followed by record GDP growth in the...

December 16, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

STOCKS AND BONDS OUTLOOK FOR 2021

Stocks and bonds posted strong returns in 2020 despite a tumultuous year, although that may be surprising only for bonds. We believe we’re in the early stages of a new bull market for stocks, but the opportunities for bond investors may require...

December 8, 2020 | By Boone Wealth | Filed under: Weekly Market Commentary

A POSITIVE OUTLOOK FOR 2021

To say that 2020 was a wild year would be an understatement. As we prepare to welcome in the New Year, we take a look at what we can expect in the stock & bond markets, the economy, and a new post-election policy environment in 2021. To continue...

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