Market & Portfolio Review: 5-20-24
In this week’s market update, we look at the potential impact of Chinese stimulus and whether a slowing U.S. economy may be good or bad for stocks.
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In this week’s market update, we look at the potential impact of Chinese stimulus and whether a slowing U.S. economy may be good or bad for stocks.
In this week’s update, we assess the veracity of the current market bounce, which parts exhibit potential leadership, and which areas show signs of fatigue and potential exhaustion.
In this week’s market update, we review the ongoing stock market correction, the price levels we’re watching, and whether credit markets are backing the concern of equity investors.
In this week’s market update, we will look at the stock market correction, how flushed stocks became, and what we think of the current oversold bounce in terms of quality and durability.
In this week’s update, we review the current downward correction in stock prices and gauge whether we think it’s time to pull the trigger on some buys or need to be patient and give stocks time to cool off a little more.
In this week’s stock market update, we focus on the recent stock market weakness and what the signals we track suggest about the duration and depth of the current correction in prices.
In this week’s market update, we focus on oil prices and review what factors drove market performance in the first quarter.
In this week’s update, we will look at short-term and long-term perspectives of market breadth to measure the bull market’s health and attempt to identify which sectors may act as headwinds and tailwinds for the remainder of the year.
In this week’s update, we review why oil is going up and why it is going up now. We will also look at the diverging paths of stock breadth within technology vs. the rest of the market, what that means from an asset allocation perspective, and which areas may benefit the most.
In this week’s update, we are going to review the narrative around disinflation and interest rate policy vs. the reality of what prices are doing across America.
In this week’s market update, we review the deterioration of the magnificent 7 group of stocks and the decline of other high-flying growth stocks for potential repercussions on the rest of the stock market.
In this week’s market review, we look at market internals to assess the overall health of stocks, which areas are leadership, and what parts of the market may be more exposed to a downward correction in price.
In this week’s update, we are going to review the potential dangers of chasing crowded stocks such as Nvidia and how we can use price, valuation, and identifiable catalysts as ways to select stocks with, what we believe, are more attractive risk-reward ratios.
In this week’s market update, we are going to review the differences between navigating an overbought condition in a bull market vs. a bear market, along with what the current market symptoms suggest about the health of the business cycle.
In this week’s update, we are going to dissemble the S&P 500 and determine what we believe is driving the rally, what areas are expensive, and which areas are cheap and may rally, even if the expensive areas fall
In this week’s update we are going to walk through the technical setup for stocks over the next few weeks and what an overbought condition may mean for investors.
In this week’s update, we are going to look at the prospects for lower interest rates and what that could mean for the stock and bond market.
In this week’s update we are going to focus on what a re-steeping yield curve may mean for the broader market and more specifically, for asset allocation and your portfolios.
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