by Clearview Wealth Solutions | Sep 1, 2022 | Recent Commentary
In the second quarter, the decline in residential investment subtracted 0.7% from real GDP growth. The third quarter has started on a sour note: July housing starts dropped nearly 20% from their cyclical peak in April. Home builder sentiment for August plunged to its...
by Clearview Wealth Solutions | Aug 2, 2022 | Recent Commentary
More often than not, when the analysts expectations bar is set low for earnings season (like now), the S&P 500 rallies. Conversely, when the bar is set high heading into earnings season, the markets performance has been uneven. Coming into this earnings season,...
by Clearview Wealth Solutions | Jul 7, 2022 | Recent Commentary
Let’s start Q3 on a positive note. If there has ever been a time that the market was “due” to rally, it is in the months ahead. Historical gains are impressive after a two-quarter 20% drop like we just experienced. Following a correction like this, the market has...
by Clearview Wealth Solutions | Jun 7, 2022 | Recent Commentary
FOOLS RUSH IN? OR A MARKET BOTTOM? There is no way to know yet if the recent rally in stocks marks a turning point for the market. Was it “smart money” buying or a “fools rush in” kind of rally? We will not let a market bounce blind us to the underlying...
by Clearview Wealth Solutions | May 4, 2022 | Recent Commentary
The stock market is off to an awful start this year. With a YTD decline of over 13% through April, the S&P 500 is off to its third worst start since WWII, and the NASDAQ has never had a weaker start over four months. So one would expect investor sentiment to be...
by Clearview Wealth Solutions | Apr 1, 2022 | Recent Commentary
Despite year-to-date losses for stocks, the estimated earnings of the S&P 500 companies for the next 12 months have continued to climb as shown below: NO LETUP IN FORWARD EPS ESTIMATES Source: Bespoke Investment Group This divergence between the trend in...
