Many Signs of Improving Stock Market Breadth: The Bull Market Continues
Capital Alpha Partners is a well-respected investment research firm that advises investors on how politics will affect their portfolios. Their insights can be valuable when reviewing investment strategy both before and after key elections. Their expert opinion places...
The Dwindling Supply of Stocks and Why It’s Profitable for Your Portfolio
The S&P 500 closed at an all-time high last Friday. The new high does not come with the euphoria we saw in January. For example, the Investor’s Intelligence survey is reporting a 3:1 bull-bear spread, far short of the 5:1 bull-bear spread in January. The AAII...
There’s More Life Left in This Bull Market
Are we due for a post-election pop? If history repeats, 2019 may be a very profitable year. Although stock prices typically drop about 3% in the six months prior to a (first term) mid-term election going back to WWII, prices rise on average 19% in the 12 months after...
Tariff Tantrum: Why China Can’t Afford a Trade War with the U.S.
The rate of earnings growth likely peaked in Q1 (+25%) with growth for all of 2018 forecast at 19.8%. The 2019 forecast will see a deceleration to a still healthy 10.0% (resulting from operating earnings, not the federal tax overhaul – Source: FactSet). In...