by Clearview Wealth Solutions | Sep 2, 2020 | Recent Commentary
S&P 500 performance this year has been dominated by the index’s largest components, and the disparity by cap size is great. So far this year, the 50 largest stocks in the S&P 500 are up an average 11.3% YTD through August 28th. The 50 smallest stocks are down...
by Clearview Wealth Solutions | Aug 5, 2020 | Recent Commentary
The five largest stocks in the S&P 500 (Apple, Amazon, Microsoft, Alphabet, and Facebook) have collectively added $1.66 trillion in market cap this year. The other 495 stocks in the index have lost $1.61 trillion in market cap! The average share price increase...
by Clearview Wealth Solutions | Jul 1, 2020 | Recent Commentary
In our last commentary, we noted the rebound in economic output was giving investors hope and largely accounted for the rally in stocks off the March low. We also wrote of the risk of a resurgence of the virus which is now happening in a handful of states. The...
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,...
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...
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...
