by Clearview Wealth Solutions | Jun 15, 2021 | Monthly Updates
Corporate earnings are on fire. This year’s first quarter was significantly better than expectations with growth coming in at 52% yr/yr. The consensus expectation for the second quarter sits at 61%, after which earnings growth is expected to be 23% in the third...
by Clearview Wealth Solutions | May 18, 2021 | Monthly Updates
All you have to do is look around to see there is inflation pressure everywhere. We appear to be in stimulus shock. M2 has gained 26% year-over-year, the largest gain since 1943. M1, or very liquid money in circulation, is up by 316%. Fiscal spending...
by Clearview Wealth Solutions | Apr 19, 2021 | Monthly Updates
This quarter’s earnings season just started last week, so it is still early. Results were centered on the big banks which mostly reported blow-out earnings and revenues. The stock reactions, however, were mixed. When the bar is set high heading into earnings season...
by Clearview Wealth Solutions | Mar 15, 2021 | Monthly Updates
The yield on the ten-year Treasury note recently rose above 1.6%, up from 0.9% at the start of the year. Yields have spiked for two reasons, both of which are expected to result in higher inflation. First, there are expectations of a strong re-opening of our economy...
by Clearview Wealth Solutions | Feb 17, 2021 | Monthly Updates
Here are a few of our favorite market internal indicators that are confirming the all-time highs in stocks. The first one, the cumulative advance/decline line (breadth), is rising along with stock prices, a healthy sign. Second, high-yield bond spreads (the spread in...
by Clearview Wealth Solutions | Jan 21, 2021 | Monthly Updates
More and more investors think we are in an epic stock market bubble. They may be right, but we won’t know until after the fact. There are a few important differences between now and the dot.com bubble of 20 years ago. First, 2000’s high valuations were based on...
