by Clearview Wealth Solutions | Aug 2, 2022 | Recent Commentary
More often than not, when the analysts expectations bar is set low for earnings season (like now), the S&P 500 rallies. Conversely, when the bar is set high heading into earnings season, the markets performance has been uneven. Coming into this earnings season,...
by Clearview Wealth Solutions | Aug 1, 2022 | Monthly Updates
The S&P 500 is up 17% since June 16th, yet market fundamentals seem to be deteriorating. Profit margins are falling, consumer price inflation is still high at 8.5% year-over-year, higher interest rates are slowing down many sectors of the economy (especially...
by Clearview Wealth Solutions | Jul 19, 2022 | Monthly Updates
Higher interest rates are not only hitting stock and bond markets, they are also hurting the housing market. Thirty-year fixed mortgage rates are off the recent high of six percent, but mortgage applications are plunging, consistent with an outright collapse in sales...
by Clearview Wealth Solutions | Jul 7, 2022 | Recent Commentary
Let’s start Q3 on a positive note. If there has ever been a time that the market was “due” to rally, it is in the months ahead. Historical gains are impressive after a two-quarter 20% drop like we just experienced. Following a correction like this, the market has...
by Clearview Wealth Solutions | Jun 21, 2022 | Monthly Updates
While earnings growth has held up (analysts still project 10.4% growth in calendar 2022 according to FactSet), it hasn’t been enough to offset the collapse in valuations. Are valuations now cheap enough to attract persistent buying and end this bear market? Probably...
