All About The Vaccine (Today)
The State of the Market When I began writing back my oftentimes meandering morning market missive (back in 1998), the original purpose was to identify the primary driving forces of the stock market on a daily basis. The thinking was if I knew what was driving the market from a short-term perspective, I wasn’t likely […]
Sigh Of Relief
The State of the Market The market-jolting news this morning isn’t about the election results. There is no update on lawsuits or vote counts. No news on the state of the “blue wave.” No, on this fine Monday morning, the big news, the news that is pushing DJIA futures higher by more than 1,600 points, […]
Stocks May Not Care Who Wins The White House
The State of the Market: Executive Summary If you are like me, you were probably checking on the stock market futures in the wee hours of Tuesday night/Wednesday morning. If you are also like me, you may have been surprised initially to see the NDX futures popping 3% higher. And if you are like me, […]
Do Stocks Care About The Election?
The State of the Market: Executive Summary One week ago, uncertainty reigned supreme as traders fretted over earnings, COVID, the economy, and of course, the election. After what so far qualifies as a garden-variety correction, which has seen the S&P fall about 7% from its recent high, stocks have turned around in the early going […]
The Jitters Are Justified
The State of the Market: Executive Summary Another Monday. Another 1% move. I guess that’s just the way the game is being played right now. According to Barron’s, the S&P 500 has moved at least 1% in either direction every Monday since the end of August. Good to start each week with a little volatility, […]
Is It Time to Return to the COVID Winners?
The State of the Market: Executive Summary Well, so much for that bullish cup-with-a-handle formation that appeared to be developing on the charts. As I had opined earlier in the week, if the S&P broke above the “handle” of the formation, a new uptrend had a chance. But the flipside was if the recent low […]
2018 NAAIM Investing Strategy Competition Winner
Press Release Dave Moenning, Director of Institutional Consulting, Captures Top Honors in the NAAIM Investing Strategy Competition Littleton, CO – May 7, 2018 – Long-time financial professional Dave Moenning, Director of Institutional Consulting located in Denver, Colorado, took home first place in the 2018 National Association of Active Investment Managers (NAAIM) Shark Tank. The competition […]
Three Negatives and One Ginormous Positive
The State of the Market: Executive Summary Three negatives and one ginormous positive. From my seat, this defines the current stock market environment. The negatives can more accurately be described as uncertainties and all are well worn: (1) The breathtaking surge in coronavirus cases, (2) the election, and (3) the state of/outlook for economic recovery. […]
Introducing David Moenning
David Moenning, Director of Institutional Consulting, began his investment career in 1980 and has been an independent money manager since 1987. Dave became a partner in a private money management firm in 1986, emphasizing a risk-managed approach to the markets. Most recently, Dave was Chief Investment Officer for an RIA firm responsible for $1.2 billion […]
Introducing Jeff Pietsch
Jeff Pietsch, CFA is a Registered Investment Adviser Representative in the States of Washington, California, Colorado, Michigan, Massachusetts, Louisiana and Texas, who has worked in the active and alternative investment industry since 2001. He is the founder and Managing Director of Capital Advisors 360, LLC (CA360). Prior to forming the firm, he managed his own […]