by Clearview Wealth Solutions | Jan 19, 2022 | Monthly Updates
The S&P 500 may be only 5% below its all-time high (the NASDAQ, 10%), but the average stock is doing much worse. For example, the average stock in the Russell 3000 (a broader index than the S&P 500 that includes mid and small caps) is down 27% from its high,...
by Clearview Wealth Solutions | Dec 14, 2021 | Monthly Updates
We sincerely appreciate our relationships with clients and friends and want to say thank you during this joyous season. May your holidays be bright. We wish you the best in 2022. Pundits have been quick to point out that inflation could be a major roadblock to...
by Clearview Wealth Solutions | Nov 16, 2021 | Monthly Updates
Pavilion Global Markets recently did a study on the source of stock market returns over the last decade. According to Pavilion, the decomposition of returns for the S&P 500 breaks down as follows: 31.4% from earnings 7.1% from dividends 21.0% from multiple...
by Clearview Wealth Solutions | Oct 19, 2021 | Monthly Updates
This quarter’s earnings season is off to a good start as 81% of companies reporting have beat EPS estimates, and 80% are beating revenue forecasts. We remain focused more on what companies will say on the conference calls about four key areas and view these factors as...
by Clearview Wealth Solutions | Sep 16, 2021 | Monthly Updates
CNN Business runs a “Fear and Greed” index which currently leans more towards “fear” than “greed.” The reading is generated by seven indicators including price momentum, put/call spreads, junk bond demand, market breadth, and market volatility. The current reading...
by Clearview Wealth Solutions | Aug 19, 2021 | Monthly Updates
Last week when stocks were rising with the S&P 500 closing at its fifth straight record high, investors seemed unfazed by a Fed taper later this year. After yesterday’s FOMC minutes and three sharp down days in a row, the market now worries over a Fed taper. ...