by Clearview Wealth Solutions | Mar 17, 2020 | Monthly Updates
The coronavirus is a rare ‘black-swan’ event – an event that is unexpected and unknowable. It was the match that ignited the market tinderbox. The richly valued market was priced to perfection with expectations for another good year in 2020. Those expectations came...
by Clearview Wealth Solutions | Mar 4, 2020 | Recent Commentary
Equities are trying to find a floor even though the news flow on the spread of the coronavirus outside of China hasn’t shown any signs of improvement. A number of market indicators would suggest forward returns from current oversold levels should be pretty...
by Clearview Wealth Solutions | Feb 18, 2020 | Monthly Updates
We are only halfway through February, but so far 2020 looks like a repeat of 2019. How so? Large caps are outperforming small caps, growth is outperforming value, tech is the best performing sector, and the U.S. is outperforming international (for about ten years...
by Clearview Wealth Solutions | Feb 4, 2020 | Recent Commentary
Can investors look back at SARS in 2003 and use that market behavior to analyze how today’s markets might be impacted by the coronavirus? Probably not. Both the economic and market conditions were much different in 2003 than they are now. In 2003 we were coming out...
by Clearview Wealth Solutions | Jan 22, 2020 | Monthly Updates
Sentiment affects valuations: Last year’s big rise in the S&P 500 was sparked more by optimism and rising sentiment (which resulted in higher P/Es) than earnings growth. Can we get another strong year of stock market performance based on rising sentiment? Let’s...
