by Clearview Wealth Solutions | Apr 1, 2025 | Recent Commentary
IS IT ONLY TARIFFS? The blame for the market’s drop lies squarely on the shoulders of tariffs. During the period when the markets recently rallied from March 14th through March 25th, there was very little “tariff talk.” When 25% auto tariffs were announced last...
by Clearview Wealth Solutions | Mar 4, 2025 | Recent Commentary
Here are our final thoughts on the just completed earnings season for Q4 ’24. Both the EPS and revenue beat rates were very solid. Of course, earnings are, in part, a lagging indicator. They don’t necessarily tell us much about what happens next. Guidance helps...
by Clearview Wealth Solutions | Feb 1, 2025 | Recent Commentary
One of the risks equity investors face is “headline risk.” Headline risk is being surprised (blindsided) by a bad news headline. It can be stock specific or relate to the entire market. Yesterday, investors got a dose of headline risk with news that a Chinese...
by Clearview Wealth Solutions | Jan 7, 2025 | Recent Commentary
The S&P 500 has had a 20%+ return for two years in a row. It has only rallied 20%+ in back-to-back years three other times in history. Last year’s advance was mostly smooth without a 10% correction along the way. The ‘Mag 7’ now account for a third of the...
by Clearview Wealth Solutions | Nov 1, 2024 | Recent Commentary
With an YTD gain of 22.1% through yesterday, the S&P 500 is on pace for its second annual 20% gain in a row. Surprisingly, that has only happened two other times: first, three times in a row from 1954-56, and second, four years in a row from 1995-98. However,...
by Clearview Wealth Solutions | Oct 1, 2024 | Recent Commentary
China may be our biggest adversary, but the health of their economy and markets are important to the U.S. They are a major trading partner and their markets contribute to overall global stability. Chinese policymakers are finally alarmed enough to shift out of low...
