A Fresh Spark for Industrials And Little Else – The Market Breadth (August 13, 2021)

Stock Market Commentary The upward drift in the stock market continued another week. The latest narrative comes from the cascading impact of the infrastructure bill settled in the Senate (I feel like the U.S. has passed this bill 10 times already!). While more wrangling lies ahead in the House of Representatives, the stock market felt … Read more

From Growth Tantrum to Growing Complacency for the Stock Market – Above the 40 (April 16, 2021)

Stock Market Commentary The growth tantrum is almost a distant memory. Complacency is more the order of the day as the volatility index sinks further below 20 and the S&P 500 (SPY) hops and skips through all-time highs. Big cap tech is popular again. These stocks are helping to drag both the S&P 500 and … Read more