by Clearview Wealth Solutions | Oct 1, 2025 | Recent Commentary
The U.S. economy is growing above trend. Last Thursday’s third release of Q2 2025 GDP was revised up from 3.29% to 3.84% with upward revisions to consumer spending on services, business fixed investment, and state/local government outlays. Fears over consumer...
by Clearview Wealth Solutions | Sep 11, 2025 | Recent Commentary
So much for the normal summer doldrums this year. The S&P 500 stock index rose almost 10% in the June – August period, and is now up 9.8% through the end of August. The rally in August was a textbook example of what the bulls want to see. Cyclicals led the way,...
by Clearview Wealth Solutions | Aug 1, 2025 | Recent Commentary
This earnings season (Q2) is still very young, but beat rates in both revenue and profits are well above average. Yet share-price reactions to earnings reports may be suggesting that the good news is already priced in – at least in the short-term. We are seeing quite...
by Clearview Wealth Solutions | Jul 1, 2025 | Recent Commentary
Since the stock market’s 18.9% pullback during the tariff-tantrum in early April, it has had one of the fastest rebounds on record. The S&P 500 is up more than 10% in Q2 (which includes ugly April). The tech-heavy Nasdaq 100 is up about 18% and semis are up more...
by Clearview Wealth Solutions | Jun 4, 2025 | Recent Commentary
Investor sentiment soared in May along with stock prices. According to a recent AAII survey, the percentage of bullish respondents rose to 37.7% versus 20.9% at the start of May. Bears dropped from nearly 60% at the start of the month down to 36.7%. These are big...
by Clearview Wealth Solutions | May 1, 2025 | Recent Commentary
Earnings season has been strong. The results could have sparked more bearishness, but instead have generally been a sigh of relief. Of the companies that have reported so far, an above-average 73% beat earnings estimates, and 63% beat sales estimates. In terms of...
