by Clearview Wealth Solutions | Mar 12, 2024 | Monthly Updates
The U.S. stock market is overbought in the short-term and a near-term pullback can never be ruled out, especially in mega-cap tech land. Regarding the Fed, the late December 2023 pivot has helped, but this rally is about much more than the Fed (we suspect...
by Clearview Wealth Solutions | Mar 1, 2024 | Recent Commentary
The main section in last month’s February commentary was titled “The Tech Bull Market Rolls On.” Tech stocks continue to lead the charge and exploded to the upside after NVIDIA reported stellar results last week. AI continues to be the driving theme in the stock...
by Clearview Wealth Solutions | Feb 8, 2024 | Recent Commentary
The Q4 earnings season is about halfway over and it has been mixed at best, in our view. Companies are beating EPS estimates at a normal clip, but revenue growth has been disappointing. This can lead to both lower profit margins and slower earnings growth ahead. ...
by Clearview Wealth Solutions | Jan 18, 2024 | Monthly Updates
Even though last week’s CPI (consumer price index) came in hotter than expected, we would argue against interpreting results as a notable uptick in inflation. “Supercore” (which strips out a range of very volatile categories) continued to trend weaker. We were happy...
by Clearview Wealth Solutions | Jan 3, 2024 | Recent Commentary
TURN THE PAGE: HELLO 2024! We will start with an executive summary of economic and market factors we think are important as we gauge the chances for another good year in stocks in 2024: DOMINANT THEMES: Inflation, the Fed, and artificial intelligence...
