Market Watch

For the Week of March 23, 2018

March 23, 2018


After the market decline in February we wrote; “As it turns out, we think it was heart burn, not a heart attack and the global growth and corporate earnings recovery we saw in 2017 should continue into 2018.”

We also wrote that we expected more turbulence as the market wades through talk of tariffs and trade wars but that we expected a return to growth later in the year.

Weighing the evidence, we stand by that expectation today. Read More…

Market Watch

For the Week of March 16, 2018

March 16, 2018

Strong profits and market reaction

What does it mean?

In the fourth quarter of 2017, corporate profit growth came in better than expected and many companies increased their outlook for 2018 on the back of a growing economy. If they are close to being right then we will see earnings growth in the mid-teens this year. This has historically been very good for stock returns. Read More…

US Stock Market Dashboard

March 14, 2018

Below we briefly highlight some basic concepts that make up our Early Warning System and our Market Health Report. These indicators look below the surface to check on Mr. Market’s blood pressure, cholesterol and pulse rate to determine the odds of a pending heart attack. These are various measures of market participation that help tell us the probability of good things happening for stocks over the next six to twelve months. Read More…

Market Watch

For the Week of March 9, 2018

March 9, 2018

Evidence for bull market growing

Pictures say a thousand words is the saying. Below we show nine charts in one “chart table” that, in our view, continue to build the case for the bull market continuing higher in 2018 even if the current range continues for a while. We’ll briefly discuss them. Read More…