by Clearview Wealth Solutions | Mar 1, 2024 | Recent Commentary
The main section in last month’s February commentary was titled “The Tech Bull Market Rolls On.” Tech stocks continue to lead the charge and exploded to the upside after NVIDIA reported stellar results last week. AI continues to be the driving theme in the stock...
by Clearview Wealth Solutions | Feb 8, 2024 | Recent Commentary
The Q4 earnings season is about halfway over and it has been mixed at best, in our view. Companies are beating EPS estimates at a normal clip, but revenue growth has been disappointing. This can lead to both lower profit margins and slower earnings growth ahead. ...
by Clearview Wealth Solutions | Jan 3, 2024 | Recent Commentary
TURN THE PAGE: HELLO 2024! We will start with an executive summary of economic and market factors we think are important as we gauge the chances for another good year in stocks in 2024: DOMINANT THEMES: Inflation, the Fed, and artificial intelligence...
by Clearview Wealth Solutions | Dec 5, 2023 | Recent Commentary
During this holiday season, we want to thank you for your friendship and trust in us. Our best wishes to you for a Merry Christmas and Happy Hanukkah! We follow the U.S. housing market closely because housing is such a significant part of our economy....
by Clearview Wealth Solutions | Nov 1, 2023 | Recent Commentary
October was the third straight lousy month for stocks with the S&P 500 down about 3% through yesterday. Both the S&P 500 and NASDAQ entered correction territory late last week. Small caps (Russell 2000) are down about 18% from their high in July and down 32%...
by Clearview Wealth Solutions | Oct 10, 2023 | Recent Commentary
We may be in a bull market, but outside of the mega-caps in the S&P 500, it has been a flat year for the stock market. The S&P 500 is up a rosy 11.7% through September, but the median S&P 500 stock is up just 0.4% YTD. And the broader market is up less...
