Weekly Report: what happened at PY last week (0415-0419)?

Weekly Report: what happened at PY last week (0408-0412)?

TDAM CIO On Navigating The Markets After Strong Start To The First Quarter

Weekly Report: what happened at PY last week (0401-0405)?

CDT Insider Sentiment Ratio March 2024: High Sentiment

Insider Sentiment Bounced Back in March. The composition of the market is exceptionally top-heavy with the top 10% of companies in the S&P 500. The excess earnings yield minus the 10-year Treasury rate is now negative for the first time since 2007. Since the October 2023 low, the market has made a year's worth of returns in 90 days.

Equities Shine Over Bonds

S&P 500's one-year trailing total return through the end of March was nearly triple the historical average of 11.8%. Long-term US Treasuries have been a loser of a decade for sure. Equity market returns have been well above average over the last five and ten years. The last two years have been below the long-term average.

Principal Value ETF declares $0.2883 dividend

Weekly Report: what happened at PY last week (0325-0329)?

Weekly Report: what happened at PY last week (0318-0322)?

Weekly Report: what happened at PY last week (0311-0315)?

Rotation

The S&P 500 closed at overbought levels for 40 straight days through the close on 3/14. Investors have been waiting for a broadening out of the rally. Not a single sector has seen 40 or more straight closes at oversold levels for as many days.

Weekly Report: what happened at PY last week (0304-0308)?

2024 Elections: Do Markets Care Who's In The White House?

CDT Insider Sentiment Ratio February 2024: Low Sentiment

What began as an AI rally in 2023 is devolving into AI ecstasy in 2024. Now up +25% from its October low, the stock market is up 16 out of the last 18 weeks. At the nexus of the market euphoria is Nvidia, the mega-cap tech stock that is becoming a household name.

Weekly Report: what happened at PY last week (0226-0301)?

Speculative Euphoria And The Fear Of Missing Out

Weekly Report: what happened at PY last week (0219-0223)?

Semper Augustus Investments Group 2023 Letter To Clients

Semper Augustus Investments Group 2023 Letter To Clients is published every year in February. The letter is a look at the future of the company and its investments. This year's letter includes an analysis of Berkshire Hathaway resumes. The company is expected to be in the market in fall 2023.

Weekly Report: what happened at PY last week (0212-0216)?

Weekly Report: what happened at PY last week (0205-0209)?