by Clearview Wealth Solutions | Aug 19, 2020 | Monthly Updates
The Yale School of Management runs a “crash confidence” sentiment reading (we’ve never seen this index before). The index measures how worried investors are about a stock market crash in the next six months. The Yale Crash Confidence reading suggests that individual...
by Clearview Wealth Solutions | Aug 5, 2020 | Recent Commentary
The five largest stocks in the S&P 500 (Apple, Amazon, Microsoft, Alphabet, and Facebook) have collectively added $1.66 trillion in market cap this year. The other 495 stocks in the index have lost $1.61 trillion in market cap! The average share price increase...
by Clearview Wealth Solutions | Jul 21, 2020 | Monthly Updates
Within the S&P 500, we continue to see a huge performance divergence between the largest and smallest stocks. Through last Friday, the cap-weighted S&P 500 was down under just 1% YTD, but the equal-weighted index was still down more than 10%. (A cap-weighted...
by Clearview Wealth Solutions | Jul 1, 2020 | Recent Commentary
In our last commentary, we noted the rebound in economic output was giving investors hope and largely accounted for the rally in stocks off the March low. We also wrote of the risk of a resurgence of the virus which is now happening in a handful of states. The...
by Clearview Wealth Solutions | Jun 16, 2020 | Monthly Updates
We thought we were finished seeing 1000-point moves in the Dow 30. Just when things were settling down, Fed Chairman Powell threw a hand grenade at investors last week, reminding markets that we are not out of the woods yet. His sentiments were not actually...
