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

September 10, 2020 | By Boone Wealth | Filed under: Weekly Economic Commentary

TOP 10 INVESTOR QUESTIONS

Many investors, ourselves included, find it difficult to understand why stocks have done so well lately in such a challenging economic environment and COVID-19 still an ongoing threat. We heard that question quite a bit at our annual national...

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September 2, 2020 | By Boone Wealth | Filed under: Weekly Economic Commentary

ELECTION PREVIEW PART II A TRUMP SECOND TERM: UPSIDE AND RISKS

A second term for President Donald Trump would likely feature a continuation of the pro-growth policies from the first term of his administration, and importantly for financial markets, a continuation of the status quo. Markets don’t like...

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August 25, 2020 | By Boone Wealth | Filed under: Weekly Economic Commentary

ELECTION PREVIEW PART I: A BIDEN PRESIDENCY—UPSIDE AND RISKS

While a potential Biden presidency may mean a shift from some pro-growth policies of the Trump administration, it’s possible any negative market impact may be muted. Economic forces tend to dominate policy, though policy still matters, and...

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August 19, 2020 | By Boone Wealth | Filed under: Weekly Economic Commentary

5 EARNINGS SEASON TAKEAWAYS

Corporate America delivered on expectations and then some during a second quarter earnings season that some are calling the biggest upside surprise ever. We recap the results, share five key takeaways for investors, and discuss our near-term outlook...

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August 12, 2020 | By Boone Wealth | Filed under: Weekly Economic Commentary

DISSECTING THE DISCONNECT

One of the most difficult questions for investors to answer right now is how can the US economy be struggling so much while the stock market keeps churning higher? Even harder to answer questions are: When will that gap close and what will be the...

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August 4, 2020 | By Boone Wealth | Filed under: Weekly Economic Commentary

CALENDAR CONCERNS AND GOLD GAINS

Real-time economic data continues to show a slowdown, at the same time we’re entering two months of the year that historically have been troublesome for stocks. Meanwhile, gold is breaking out to new all-time highs, confusing many as to what it all...

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