Notes on markets, money, and the long view. The Weekly Update from Anton, plus press, and the occasional essay.
Investing
After a long Labor Day weekend, investors started the first trading day of September by selling. The reason floated out by the main media for today’s selloff is investors skittish about the S&P Global US Manufacturing Pu
Investing
As we forecast in June, the US stock market to enter a period of weakness with stock prices declining during the summer after the major indices had a solid rally in the first half of 2024. The reasons for summer weakness
Investing
The 2020 pandemic prompted panicked policymakers to implement extreme restrictions on societies around the world. These regulations resulted in plummeting consumer sentiment about the economy that reverberated with histo
Investing
A summer market correction is well underway after a strong first half of 2024 for the stock market. Over time the S&P 500 on average increases about 70% of the time with the remaining periods with down cycles referenced
Investing
There are three primary topics of conversation occurring in the broader market right now: interest rate direction, last week’s pullback in the S&P500, and the presidential campaigns. Let’s take a look at them one by one,
Investing
The holy grail for companies is achieving maximum productivity growth at the most profitable revenue ratio. For publicly traded companies, investors wait to hear each quarter the changes in the company’s top-line revenue
Investing
Since the stock market bottomed on October 14, 2022, the major indices have rallied significantly. During these past 20 months, the tech-based NASDAQ index has soared 78.3% followed by a large-cap S&P 500 index up 55.53%
Investing
We added Nvidia (NVDA) to our Growth & Income and Growth model portfolios early last year. Since then, the stock price has soared. This year institutional investors continued to add NVDA to their portfolios on bullish fo
Investing
The US Census Bureau released last week the advance projection May report of the Index of Economic Activity (IDEA) that includes information how consumers changed their spending last month. The advance report is released
Investing
In 2013 we added Home Depot (HD) to our portfolios as builders were re-engaging their development projects following the 2008 Great Recession. Homeowners were also increasing their spending on their homes either preparin
The Weekly Update
Anton’s note on the week, plus new essays. No noise, sent when there is something worth saying.
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