Below is the Russel 1000 Value in blue and the Russell 1000 Growth in green over the last 30 days, showing Value outperforming Growth by over 4% over the most recent period. Please click the link below to continue reading: Market in a Minute 2019-09-17
The market chatter is now how cheap stocks are versus bonds, specifically the S&P 500 versus the 10 Year U.S. Treasury. Please click the link below to continue reading: Market in a Minute 2019-09-10
As we mentioned last week, the market setup is odd with significant downside, but also significant upside provided certain things occurs. Please click the link below to continue reading: Market in a Minute 2019-09-03
The market is in an odd position, there is both significant upside potential (in the short-term) and significant downside risk, generally we are not exposed to both significant upside and significant downside. Please click the link below to continue reading: Market in a Minute 2019-08-27
This week it is Jackson Hole, where central bankers from all around the world will meet. This can be a big event if there are central banking issues. Please click the link below to continue reading: Market in a Minute 2019-08-20
There is more and more debate in the markets about global bond yields and the odds the U.S. might see negative yields. Please click the link below to continue reading: Market in a Minute 2019-08-13
There are several risks in the market that need to be resolved or the markets will seek lower levels. To start with, we are in a bad seasonal period with August, September, and October, the toughest months. To continue reading please click on the link below: Market in a Minute 2019-08-06
On Wednesday, the Federal Reserve will announce their interest rate policy and it is widely expected to be a reduction of .25% in the Federal Funds rate. Market in a Minute 2019-07-30
We are entering the active part of earnings season over the next couple of weeks. Earnings are expected to be down -2.7%. To continue reading please click the link below: Market in a Minute 2019-07-16
The Purchasing Managers Index, which you can see below, is an excellent indicator of economic conditions for the all important manufacturing sector of the economy. Please click the link below to continue reading: Market in a Minute 2019-07-09