Tug of War

Tug of War The stock market rally continued this week, but in between there was a lot of up and down action. The S&P 500 Index fell 1.6% on Wednesday, but still managed to gain 1.4% for the week as the market eventually managed to ignore the Fed’s rate cut delay. The yield on the […]
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Forecasters Agree to Disagree

Forecasters Agree to Disagree In this age of big data, it’s not uncommon to see an analysis like this made-up example: After a positive year for the S&P 500, if January the following year is also up, that year is also positive 74% of the time with an average return of 9.3%. Assuming that scenario […]
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Homebuilder Stocks Outperformance in 2023

Homebuilder Stocks Outperformance in 2023 Homebuilder stocks are performing well in 2023 due to several factors affecting the U.S. housing market: Tight Housing Market: The U.S. housing market is experiencing a tightening, with an already undersupplied housing market seeing strong demand, especially for new homes. This demand is further fueled by the fact that fewer […]
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Can’t Wait!

Can’t Wait! With Thanksgiving behind us, Christmas looms as the next big event. Is this a Santa Claus rally or the beginning of a new bull market? One thing we know about this market is that Wall St. is very much like those kids expecting Santa Claus’s arrival. They can’t wait. It seems this market […]
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A Big Waste Of Time

A Big Waste Of Time It is crucial for investors to stay disciplined and adhere to their investment strategy, tuning out distracting opinions and market speculations. While it can be challenging to ignore the flurry of bullish and bearish arguments, maintaining focus on your long-term plan is key. Shifting your strategy based on market or […]
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