Monthly Archives: February 2016

Market Update – Feb. 29, 2016

The broader stock market averages closed the week ended February 26 with gains of 1.5%-1.8%. Small caps rose 2.8%, a positive sign. This was the second consecutive week of gains, coming off of the Feb. 11 market low; but this … Continue reading

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Market Outlook Teleconference – Feb. 24

On Wednesday, February 24, I will host another Market Outlook teleconference, which will provide a review of recent trends in the economy and financial markets and offer my assessment of the performance outlook for equity and fixed income markets.  I also … Continue reading

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Is A Market Bottom At Hand?

Ignoring, for the moment, the last three days of trading action, the stock market appears to be in the early stages of a correction. Last week, the S&P 500 broke below 1820, its October 2014 low, setting the next downside … Continue reading

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Weak Economic Growth Does Not Necessarily Point to Recession

So far, the stock market appears to be anticipating a slowdown in economic activity, but not necessarily a recession. Some think that the decline in stocks might actually cause an economic pullback (consistent with George Soros’s concept of reflexivity). Certainly, … Continue reading

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Sentiment on Homebuilding Stocks Turns Negative Suddenly

Homebuilding stocks have been crushed since the beginning of the year and especially over the past few weeks. The Lark Research Homebuilder Stock Price Index, (an equal-weighted price-only weekly index of the share prices of 12 publicly-traded homebuilders, rebalanced at … Continue reading

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