There have unfortunately been enough outbreaks of Middle East conflict in recent decades for Wall Street to have compiled a playbook for investors to navigate them. The standard patterns are being recited this morning, after the weekend’s attacks on Iran and its retaliatory moves, and they should be kept in …
Another week when “It could’ve been worse” passes for a declaration of victory on Wall Street, as traders navigate mini-crashes rolling through one sector after the next and investors try to draw nourishment from the relative outperformance of a majority of stocks. The S & P 500 was about flat …
Can an aging bull learn some new tricks to continue pleasing its owners? Already a third of the way through its fourth year, the bull market in 2026 is trying to draw on fresh reserves of support that differ markedly from the ones that got the advance started and kept …
Like a brilliant football coach’s scripted first drive in a playoff game, Wall Street’s start to 2026 has gone exactly according to plan, the offense in rhythm with a balanced attack resulting in an early lead for the bulls. Not only is the S & P 500 up 1.7% but …
When it comes to projecting a year ahead for stocks, all the probabilities and most of the incentives rest with the bulls. The S & P 500 has been positive in three-quarters of all calendar years since 1958, when the index was created in its modern form. The market has …
Lock it in or let it ride? It’s a question that investors might ponder at this point in an unexpectedly rewarding year, as the calendar pivots appropriately from the season of feigned fright to one of gratitude for life’s bounty. For most people, this is less about getting fully out …
And then there was just one: Apple . That’s how I felt about last week where the market took a huge number of stocks out and shot them, including some of ours — more on that when we get to Thursday’s Monthly Meeting for Club subscribers — but the sellers …
A week removed from a brutal payroll report that triggered worry over a tapped consumer and a trapped Federal Reserve, the broad stock indexes are back at the cusp of all-time highs, market volatility has returned to year-to-date lows and some investors are calling off the August hurricane watch. The …
Financial markets that spent two years anticipating a recession that never came took two days to price in surging odds of a recession that might come by invitation. With one of the nastiest two-day selloffs in history following President Donald Trump’s launch of punitive tariffs on most trading partners, the …
If the stock market’s indecisive churn in recent weeks is nothing more than some prolonged post-Thanksgiving digestion, it’s about time for the tape to prove it to ward off concerns that it’s something more serious. While the S & P 500 ‘s trend remains rather unassailable, merely pausing a hair …