Market Trends & Outlook

A Market Sentiment Check: Bearishness is High, Forward Expectations are Low.

One report I always enjoy getting is the AAII individual investors’ stock sentiment survey. In yesterday’s report, 50.3% of investors reported they are bearish on stocks. For reference, the historical average for bearishness is 31%.

A Market Sentiment Check: Bearishness is High, Forward Expectations are Low.

One report I always enjoy getting is the AAII individual investors’ stock sentiment survey. In yesterday’s report, 50.3% of investors reported they are bearish on stocks. For reference, the historical average for bearishness is 31%.

Volatility Zone: Joe Tigay on the Market’s Early Week Rebound and October’s Jobs Report

Volatility is down to start the week as the market is rebouding. Look for the market to move on the Jobs number on friday.  Watch OIL as a sign for global growth and the risks of escalation in war.

Volatility Zone: Joe Tigay on the Market’s Early Week Rebound and October’s Jobs Report

Volatility is down to start the week as the market is rebouding. Look for the market to move on the Jobs number on friday.  Watch OIL as a sign for global growth and the risks of escalation in war.

Economists No Longer Expect A Recession. Are They Right?

Economists no longer expect a recession. Such was according to a recent WSJ survey of Wall Street economists.

Economists No Longer Expect A Recession. Are They Right?

Economists no longer expect a recession. Such was according to a recent WSJ survey of Wall Street economists.

The Magnificent Fab Four

It’s been hard to beat the S&P500 so far in 2023. And yet, midstream energy infrastructure continues to close in on a third successive calendar year of outperformance.

The Magnificent Fab Four

It’s been hard to beat the S&P500 so far in 2023. And yet, midstream energy infrastructure continues to close in on a third successive calendar year of outperformance.

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The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.