by Clearview Wealth Solutions | May 1, 2026 | Recent Commentary
THE RALLY CONTINUES: ODDS AND ENDS The rally in the S&P 500 continues and is up 13% since March 30 – and over 15% for the Nasdaq 100 (very tech weighted). This is now the 10th longest bull market in history. To move into ninth place, this bull only needs...
by Clearview Wealth Solutions | Mar 31, 2026 | Recent Commentary
EARNINGS DRIVE STOCKS, NOT HEADLINES The drawdown in stocks has been accelerating since our last commentary. Through yesterday the S&P 500 is down 7.3% YTD and Nasdaq 10.5%. The average stock in the S&P 500 is down over 20% since the market peak late last...
by Clearview Wealth Solutions | Feb 3, 2026 | Recent Commentary
January was a battle between high quality stocks and lower quality stocks. Lower quality stocks won. That includes small and micro caps. (Our view is that the primary small cap stock index, the Russell 2000, is a low-quality index. About 40% of stocks in the index...
by Clearview Wealth Solutions | Jan 5, 2026 | Recent Commentary
THE INVESTMENT LANDSCAPE FOR 2026 Happy New Year! The beginning of a new year is as good a time as any to take an inventory of important variables affecting investors and to see what the investment landscape looks like. The summary below attempts to do just that....
by Clearview Wealth Solutions | Dec 2, 2025 | Recent Commentary
Current retail investor sentiment is mostly mixed so not much to be taken from that. However, one indicator stands out. Last week the CNN Fear and Greed Index was sitting at one of its most “extreme fear” levels of the year – see below. Source: CNN Remember that...
by Clearview Wealth Solutions | Nov 4, 2025 | Recent Commentary
We are in the heart of earnings season, and it has been an excellent one. About 64% of S&P 500 companies have reported so far. The latest forecast for the quarter is 10.7% EPS growth, about 5.3% above initial estimates going into the quarter – or about double the...
