It Looks Like That Was 'It' For The April Correction

Weekly Report: what happened at MDYV last week (0429-0503)?

S&P 500 Earnings Strong, And 'Upside Surprise' Higher Than Last Few Quarters

S&P 500 1%+ Gaps Higher

May 2024 Perspective

Home Market Outlook Today's Market May 2024 Perspective. US equities struggled last month, with the S&P 500, Dow Jones Industrial Average, and Nasdaq all falling by 4.16%, 5.00%, and 4.41%. The broader picture continues to be one of rising sovereign rates acting as a headwind to equity market returns.

The Three 'Rs' Of Equities: Risk, Reward And The Role In A Portfolio

Investors wonder what current risk premiums portend for equity markets. Both interest rates and Treasury yields ratcheted upward with pernicious inflation. As long-term investments in real assets, equities deserve comparison to real risk premiums. We question whether real yields of 2% are sustainable for long- term investment.

Dip Or Correction?

Home Market Outlook Today's Market Dip Or Correction? Ryan Puplava looks at the reasons for the market weakness in April. Inflation and Higher Rates kick off the month of April. The 50-day moving average will be key to monitor to see if this is a short-term dip or correction.

Weekly Market Pulse: Be Careful What You Wish For

Home Market Outlook Today's Market Weekly Market Pulse: Be Careful What You Wish For. Japanese PM Shinzo Abe launched his three arrows plan to revive the Japanese economy in 2012. The aim of the devaluation was to escape deflation. The Yen started to weaken in 2021 as the BOJ ramped up Yen printing.

The Case Of The Disappearing Rate Cuts

Weekly Report: what happened at MDYV last week (0422-0426)?

S&P 500 Earnings: The Upward Revisions Are A Big Positive

The S&P 500 earnings yield ended the week above 5% for the first time since January 19th. The "upside surprise" for this quarter's earnings was 9.5%. The upside revenue surprise was 1.3% through this week. This is the 5th week in a row of sequentially higher estimates for the S&p 500.

The Mag. 7: Concentrate Or Diversify?

The Mag. 7: Concentrate Or Diversify? David Kotok: What does an investor do? The Mag 7 has had a terrific single year and a good cumulative three years. The cumulative return of the Mag 7 stock package compared against the S&P 500.

Expect Equity Market Corrections

Home Market Outlook Today's Market Expect Equity Market Corrections Apr. 23, 2024. Market corrections are a normal function of the equity market. The S&P 500 Index is now outperforming the Nasdaq 100 Index. Company outlooks will be an important indication of the year ahead.

VOE: Ahead Of Peers In 2024, But Average In The Long Term

Vanguard Mid-Cap Value Index Fund ETF has slightly outperformed other mid-cap value ETFs in 2024. The fund invests almost exclusively in U.S. Based companies. The portfolio is well-diversified with heavy weightings in industrials and financials. VOE: Ahead of peers in 2024, but average in the long term.

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

Brad Simpson On Rising Iran-Israel Tensions And The Implications For Markets

Turbulence Signaled By S&P 500 Dividend Futures Arrives

Q1 '24 S&P 500 Earnings (And Johnson & Johnson): Expecting Another Normal Earnings Season

The "expected" Q1 '24 S&P 500 EPS growth has fallen to +2.7% as of Friday, April 12th. The “expected” quarterly growth rates follow a typical pattern. Only 29 companies have reported their Q1 ’24 earnings so far.

How The Parts Add Up: MDYV Targets $81

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