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The S&P 500 started the day significantly higher, up nearly 1%, but by midday, all those gains were erased, and we ended the session down 20 basis points. At its lowest, the S&P had been down...
2024 is officially in the books and it was another banner year for US stocks, with the S&P 500 (red line) gaining 24.89%, including dividends. US small-cap stocks (purple line) gained 11.38%, and...
US stocks have seen two years of strong growth, driven by tech and AI stocks, and are expected to continue performing well in 2025. Concerns remain about high valuations and the dominance of the...
For a long time now, it seems like the stock market has had a “theme of the year.” Clearly, in 2024 it was AI, while 2023 was the year of recovery from 2022, which was a year of panic over a...
We will start the new year with initial jobless claims, an important data point, today and the ISM manufacturing data, which is particularly significant, on Friday. The ISM manufacturing index is...
Bespoke put out a note on New Years Eve talking about the lousy action in semiconductors and the SMH (semiconductor ETF), noting – by their work – that the 50-day moving average for the SMH had now...
As investors prepare to watch dazzling fireworks shows, shower in confetti, and sing “Auld Lang Syne” tonight, another stellar year for stocks will enter the history books. Back-to-back 20% annual...
On December 18th, the Fed officials voted to reduce the fund’s rate by 25 basis points, tightened their forward guidance on future cuts, and issued a new Summary of Economic Projections (SEP) with...
When consumers look for value, a trip to Costco Wholesale (NASDAQ:COST) is frequently on the agenda. But as investors have been looking for value in December, COST stock has fallen out of favor....
It may seem odd to think about finding value among seven stocks worth over $1 trillion. But this is worth discussing in the case of Alphabet (NASDAQ:GOOGL). The Google parent company has the lowest...
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