by Clearview Wealth Solutions | Mar 18, 2025 | Monthly Updates
It is ironic that the relative strength of international stocks versus U.S. stocks bottomed right when the “Make America Great Again” president was inaugurated. But that is exactly what happened. There has been a wide performance disparity that has emerged this year...
by Clearview Wealth Solutions | Mar 4, 2025 | Recent Commentary
Here are our final thoughts on the just completed earnings season for Q4 ’24. Both the EPS and revenue beat rates were very solid. Of course, earnings are, in part, a lagging indicator. They don’t necessarily tell us much about what happens next. Guidance helps...
by Clearview Wealth Solutions | Feb 11, 2025 | Monthly Updates
Earnings season so far has recorded the strongest year-over-year earnings growth since 2021. Revenue and earnings beat rates are solid but share price reactions have been muted. Instead, investors are focused on outlooks which are starting to sour. This is of...
by Clearview Wealth Solutions | Feb 1, 2025 | Recent Commentary
One of the risks equity investors face is “headline risk.” Headline risk is being surprised (blindsided) by a bad news headline. It can be stock specific or relate to the entire market. Yesterday, investors got a dose of headline risk with news that a Chinese...
by Clearview Wealth Solutions | Jan 7, 2025 | Recent Commentary
The S&P 500 has had a 20%+ return for two years in a row. It has only rallied 20%+ in back-to-back years three other times in history. Last year’s advance was mostly smooth without a 10% correction along the way. The ‘Mag 7’ now account for a third of the...
