Thursday, June 13, 2024

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State Rep. Pignatelli appointed as Lenox’s interim town manager, effective July 1

Select Board members applauded filling the opening with a local resident already knowledgeable with town workings.

CAPITAL IDEAS: Treading water

The stock market is always going to have corrections. For me to say that we’re going to get a correction isn’t me pretending to say I am Nostradamus. Corrections happen all the time.

CAPITAL IDEAS: IRS lets you save on taxes

I also think that the pullback does double in size, but I’m not smart enough to time the starts and stops of corrections, so I tend to use them as opportunities to get more aggressive by reducing hedges, or getting cash invested, as opposed to selling investments.

CAPITAL IDEAS: Tic Tac market

The stock market often does whatever it must to frustrate the most people possible.

CAPITAL IDEAS: Less bad, but still bad

The improvement from bad to less bad and the better-than-expected economic data does not mean that we’re out of the woods yet. Things still suck.

CAPITAL IDEAS: Looking nifty at fifty

Just because I am almost fully invested in equity for the growth portion of my portfolios doesn’t mean I don’t see the risks.

CAPITAL IDEAS: Hong Kong Phooey

Stop. Stop it. For the love of all that is holy, stop saying that there will be a V-shaped recovery coming out of this recession.

CAPITAL IDEAS: Dr. Feelgood

The performance of small caps is more closely tied to the U.S. economy than large caps are, so with all 50 states in some form of reopening, there is potentially more growth for those companies while simultaneously having a greater defensive posture as they would be more insulated from a COVID-19 outbreak in another country.

CAPITAL IDEAS: Dazed and confused

However, keep in mind the stock market does best when it goes from “bad” to “less bad.” We are certainly not out of the woods yet.

CAPITAL IDEAS: It doesn’t make sense

Don’t get me wrong: I’ve become more bullish over the last few weeks. But I am not going to lose sight of the risks.

CAPITAL IDEAS: Business as usual

However, as I’ve noted, due to the COVID-19 crisis, forecasting fundamentals is nearly impossible. When you don’t have access to fundamentals, you use technical analysis.

CAPITAL IDEAS: Whatever it takes

Dalton -- The stock market should pull back. It always does, by some magnitude. However, on the morning of Thursday, April 9, the Federal...

CAPITAL IDEAS: Take CARES of yourself

At the heart of this, it’s a medical issue, not an economic issue. The virus will determine the pace and the path of economic recovery.

CAPITAL IDEAS: Getting buff

The Federal Reserve’s and the government’s massive and quick actions should stabilize what has been an economy in freefall, but we won’t escape a recession.

CAPITAL IDEAS: CoronaCrash

Whether we get to enjoy a rally, or even stabilization, the cure to the coronavirus - absent a vaccine - appears to be global governments pushing their respective economies into recession.

CAPITAL IDEAS: Observe and react

I don’t know how the coronavirus will play out and what the right amount of fear is. I’ll continue to observe and let you know if you should react.

CAPITAL IDEAS: Correction or bear market?

We humans like a narrative, a story we can relate to, because it helps us make sense of things, and that makes us feel more comfortable. The fact that the stock market was up about 19% over the previous four months, based on very little improving fundamentals, set us up for a tumble.
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