
Market & Portfolio Review: 12-4-23
In this week’s review, we will walk through what we think needs to happen to sustain the current market rally and why we believe the oil selloff is a temporary pullback before surging higher into year-end.
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In this week’s review, we will walk through what we think needs to happen to sustain the current market rally and why we believe the oil selloff is a temporary pullback before surging higher into year-end.
In this week’s review, we will walk through what we think needs to happen to sustain the current market rally and why we believe the oil selloff is a temporary pullback before surging higher into year-end.
In this week’s update, we will discuss our thoughts on the stock market bounce and the correction pattern that we have been in since August.
In this week’s stock market update, we will review the durability of the bounce in stock prices last week, what challenges remain, and what we need to see to more confidently signal that the stock market correction may be over.
In this week’s update, we will try and review why stocks are falling despite healthy economic and corporate earnings data.
In this week’s Market & Portfolio Review, we provide an update on how we believe the ongoing stock market correction is impacting stock prices at the sector level and the overall breadth of the market during up and down days.
In this week’s update, we will do our best to unpack the events of the past week and use history to better understand how such events impact stocks. We will also look at how relations with Iran may impact oil prices and then look at sectors that may be able to withstand and possibly thrive under the pressure of high inflation, rising rates, and geopolitical instability.
In this week’s update, we tackle the big oil selloff from last week and whether it’s the end of the oil rally or merely a pullback in front of a longer-term rally.
In this week’s market update, we are going to provide an update on the current stock market correction, how much downside we see, and what areas of the market, we believe, remain resilient in a tough tape.
In this week’s market update, we will review the growing prospects of a global oil supply crunch and what that could mean for inflation, interest rates, and the stock market.
In this week’s market update, we will review what energy leadership may mean for the broader tape and some of the implications of a potential breakdown for Apple’s stock.
In this week’s market update, we will discuss where things stand with the August correction and how we expect rising interest rates and commodity prices to impact asset prices over the next few months.
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In this week’s update, we want to review the ongoing stock market correction, use history to gauge how much prices may correct, and look at what stock market leadership may look like as we exit this period of discounted stock prices.
In this week’s update, we discuss the current market pullback within the context of historical corrections, areas of the market we believe are showing potential signs of leadership, and what we think interest rates mean for asset allocation, growth stocks, and value stocks.
In this week’s market update, we take a look at the recent market pullback and how long it might take for the stocks to work off overbought conditions.
In this week’s market update, we talk about the implications of the U.S. credit downgrade on the bond and stock markets and how we think investors can use that event to upgrade their own portfolios.
In this week’s update, we are going to discuss how rising energy and food prices, combined with a gradual slowing in GDP growth, could be setting the market up for a stagflationary environment in the second half. We will also look at what portfolio’s strategies have worked and not worked during similar historical periods.
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