Recent Commentary Archives

The Massive Melt-Up Rally

by Clearview Wealth Solutions | Jun 2, 2020 | Recent Commentary

Once again, investor sentiment proved to be a good contrary indicator. At the depths of the market crash (late March), sentiment was overwhelmingly bearish. Since then, the market has had an amazing run (see main section). As people turned more positive on stocks,...

The Federal Reserve Versus Valuations

by Clearview Wealth Solutions | Apr 28, 2020 | Recent Commentary

“Unprecedented” feels like an overused word these days, but it is no overstatement when it comes to the oil market. In the March mid-month commentary, we wrote that the oil supply glut could throw another gut punch to our economy on top of the coronavirus. Our worst...

Massive Stimulus Thrown At The Economy And Markets

by Clearview Wealth Solutions | Apr 1, 2020 | Recent Commentary

In markets like this we look for clues in sentiment that tell us just how oversold a market may be. Sentiment indicators are contrarian indicators; that is, when they are at peak bearishness, the market is likely to rally. Currently, sentiment indicators are very...

Markets Driven By Fear

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 good,...

Will The Coronavirus Derail This Year’s Earnings Recovery?

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...

Our 2020 Playbook

by Clearview Wealth Solutions | Jan 7, 2020 | Recent Commentary

Last week investors were reminded of risk – geopolitical risk to be specific. Stocks quickly sold off after tension between the U.S. and Iran escalated. But we don’t remember when there wasn’t ‘tension’ in the Mideast. Individual risks such as this tend not to be...

The Massive Melt-Up Rally

The Federal Reserve Versus Valuations

Massive Stimulus Thrown At The Economy And Markets

Markets Driven By Fear

Will The Coronavirus Derail This Year’s Earnings Recovery?

Our 2020 Playbook

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