As we mentioned in previous commentaries, Barron’s Big Money Poll represents the thoughts of large U.S. investment advisors. Their opinions and forecasts are what is discounted in stock and bond prices. We think that is important. The recent fall edition of the Poll...
INVESTORS BALANCE SHEET – PROS AND CONS Here are a few of the pros and cons investors should consider when forming an opinion of the stock market. It is always important for investors to look at both sides of the argument even if they feel strongly in one direction,...
At the end of June, the six month performance spread between the cap-weighted S&P 500 and equal-weighted S&P 500 was the highest in over 20 years, going back to March 2000. If an investor didn’t have heavy exposure to the Mag-7, their portfolio went nowhere...
Stocks remain in an uptrend whether you look at short-term or long-term indicators. We will focus here on the longer-term, the 200-day moving average. As shown in the graph below, the S&P 500’s 200-day continues to make another leg higher and has yet to roll...
We got a favorable CPI print for May last week. Core CPI decelerated to the slowest monthly pace in almost three years. Core CPI ex-rent dropped month-over-month and is now below a 1% annual rate of change on both a three month and 12 month basis. This was arguably...
Barron’s Big Money Poll is a must read for us. Large institutional money managers are an important source of demand for equity shares. So the poll gives us insight into what a key group of investors are thinking and doing. They make up part of Wall Street’s...
