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Want the bulleted high-level summary of what happened in the market? These write-ups are for you!

6.11.2021 – Risk Elevated, But Price Action Remains Strong

Good evening, I hope your week was fantastic! To be honest, not a lot has changed in our stance as it relates to the market. We have talked about the “Catch-22” environment where price action in the market is strong, but the risk required to get upside returns is...

5.28.2021 – Will New Flows in June Push U.S. Indexes Higher?

If you recall last week’s Market Commentary, it was titled “A ‘Catch-22’ Market.” The take-away was, “Well, on one hand I have to admit that price action is holding key levels and we are beginning to see early stages of growth begin the bottom; still too early to add....

1-1-2021 – Time to Assess the Year

What a year! SHEEEEEESSHHHH. A couple of general reoccurring investment themes that I would like to recap (the younger you become aware and incorporate these rules the more grounded you will be as an investor): Emotions are likely the biggest detriment to your account...

8.1.2020 – Market Thoughts!

Quick Weekend market thoughts (I need a break from the screens): * Let’s plan on having GDP, jobless claims data, and three of the largest stocks report on the same day! Oh, that happened. And we survived! * The market has had every possible setup to easily dump hard,...

Saturday, 7.18.2020 – Can the Sector Rotations keep Indexes Afloat?

Good morning! This week we are going to mainly show charts and keep explanations direct and to the point. WEEKLY MAJOR INDEX PERFORMANCE This week the rotation we expected occurred from tech to value (compare the NASDAQ vs Russell 2000, Dow Jones, and S&P 500...

Friday, 7.3.2020 – Heck of a Comeback Quarter for the Stock Market! Where to from here?

The Real Perspective (based on quarter end): Despite June being extremely volatile, I bet not many expected the one-month performance to look like this! Take emotions out of it and don't overthink things. Headlines will continue to put stress on your emotions....

Saturday, 6.13.2020 – The Stock Market’s Tug-of-War Range

Happy Saturday friends and clients. It was an ugly week in the stock market! We were fortunate to trim down to 5% invested prior to the plunge. Did we time it perfect? No. It seems to be a reoccurring theme that we tend to get out or reduce positions about 3-5 days...

5.22.2020 – The Market Remains Range-bound: A Frustrating but Necessary Process

Quick Thoughts: Tech has been in “beast mode” as of late and has consolidated a bit as “beat to dead” names got a bid this week. The S&P 500 traded in a tight 70 point range between $2910-$2980 all week. We have stressed that sideways movement would be preferred....

5.9.2020 – The War Between Technicals and Fundamentals

It is interesting to see April 30, 2020 close at the exact level it was a year ago: $2954. Will it test to $2728 like it did last year? TBD. This was the theme last week. The question remains! Quick Thoughts/Questions I Ask Myself: Over $4.5 trillion dollars are...

2.11.2020 – A Mixed Picture

As stressed Monday, 2.10.2020, if we breakout past $SPX $3334, look for a test toward all-time highs. This is what happened with the S&P 500 closing up 0.73% to $3352.09. Let’s see if we struggle at $3365 today. If you were to look at a chart over the past 3...

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