by Clearview Wealth Solutions | May 2, 2023 | Recent Commentary
Corporate earnings season for Q1 is now about halfway completed. So far, modest expectations have been exceeded. Coming in, investors expected a 6.3% drop in profits. Now a 4.2% decline is expected. Here are year-over-year earnings forecasts for the rest of 2023...
by Clearview Wealth Solutions | Apr 11, 2023 | Recent Commentary
The S&P 500 had a solid month in March; up 3.5%. But not everything rallied in March. Small caps and mid-caps were down 3-5%. Only 3 of 11 equity sectors are up March YTD. And high quality stocks have been lagging all year as shown by the difference in...
by Clearview Wealth Solutions | Mar 14, 2023 | Monthly Updates
BANK FAILURES… MORE TO COME? The “higher for longer” narrative was erased last week in the blink of an eye with the collapse of Silicon Valley Bank (SVB). Systemic risk to the financial system is one thing that will stop the Federal Reserve’s current rate hike...
by Clearview Wealth Solutions | Mar 1, 2023 | Recent Commentary
THE WAR AGAINST INFLATION HITS A SPEED BUMP Six weeks ago we wrote in the January mid-month commentary that the Fed was winning the war against inflation. If we look at their progress since last year’s peak inflation that is still true. But January hit a snag. ...
by Clearview Wealth Solutions | Feb 14, 2023 | Monthly Updates
2023’S DASH FOR TRASH The market has turned upside down in early 2023. This year has been about huge gains in stocks that got destroyed in 2022. The stocks that were down the most last year are some of this year’s best performers. For example, busted IPOs, SPACs,...
