Financial Research
Your Weekly Roadmap
- Your Weekly Roadmap
Key Takeaways – S&P 500 closed at 4,471.37 up significantly from the 4,391.34 last week. The start to earnings season has been strong. – Retail numbers showed that Americans are ready to spend again, and this data is supportive of an element of our thesis...
- Your Weekly Roadmap
S&P Finishes Slightly Down After Disappointing Jobs Report, But Finishes Week In The Green
Key Takeaways – S&P 500 closed at 4,391.34 which was up from 4,357.04 last week. – We understand there are a lot of headline risks, but we also see a pretty amazing setup for the market to climb a Wall Of Worry. – The VIX has not gone into backwardation...
- Your Weekly Roadmap
September Was Worst Month of The Year, But First Day of October Was Strong
Key Takeaways – S&P 500 closed at 4,357.04 this week, which was down from 4,455.48 last week. – We explain why, like many things, the piece of wisdom that stock valuations have to decrease in the face of rising rates is not as simple as you’d like to think. Look...
- Your Weekly Roadmap
Markets Stage Reversal After Broad Sell-Off, Risks Remain But Epicenter Holding Up Well
Key Takeaways – S&P 500 closed at 4,455.48 up from 4,432.99 last week. The closing level this week is within a few points of the close two weeks ago. – Monday saw a vicious sell-off with an intraday low of 4,305.91. Markets closed up 3.4% from that level on Friday....
- Your Weekly Roadmap
Markets Have Second Consecutive Week of Losses; Investing Lessons from The Yom Kippur War
Key Takeaways – S&P 500 closed at 4,432.99 down from 4,458.58 last week. The VIX again spiked just above 11% to settle under $21, just like last Frida – There was a spike in bearish sentiment in the AAII survey and a lot of analysts have been turning negative on...
- Your Weekly Roadmap
Market Has Five Red Days in A Row As Risks Are Processed
Key Takeaways – S&P 500 closed at 4,458.58 down from 4,535.43 last week. The VIX spiked 11.44% and settled just under $21 after 5 straight red days – The market started the morning in the green, but appeared to have been spooked by the PPI coming in at a record...
- Your Weekly Roadmap
Market Takes Soft Payroll Data In Stride and Closes Near ATH
Key Takeaways – S&P 500 closed just below an ATH at 4,535.43 despite a significant miss on payroll data. The VIX stayed tame around the 16 handle – The Fed tapering schedule was likely held back by the significant miss on August payrolls this morning. However, we show why there...
- Your Weekly Roadmap
S&P 500 Closes At ATH, ‘Everything Rally’ Appears To Begin
Key Takeaways – S&P 500 closed at the 52nd all-time of 2021 at 4,509.37, up from 4,441.67 last Friday. This was a weekly gain of about one and a half percent. Nasdaq also closed at ATH. -Jay Powell’s speech at the Jackson Hole Symposium was decidedly dovish, and he focused...
- Your Weekly Roadmap
S&P 500 Has Volatile Week But Recovers Some Losses Friday
Key Points – S&P 500 closed at 4,441.67, down from 4,468.00 last week. On Wednesday and Thursday, there was turmoil in markets, but a widespread rally Friday reversed course. -The Epicenter sectors of Energy, Financials, Materials, Consumer Discretionary, and Industrials all had a tough week, with Energy leading the losses....
- Your Weekly Roadmap
S&P 500 and DJIA Close On Friday at Fresh All-Time Highs
Key Points – S&P 500 closed at an all-time high of 4,468.00, up from 4,436.52 last week. -The week started with cyclical and Epicenter sectors rallying, and the end of the week was marked by low volatility, but more defensive sectors and Technology lead gains. – Earlier this week, we...
- Your Weekly Roadmap
Dow and S&P 500 Close At ATHs After Better Than Expected Jobs Report
Summary – S&P 500 closed at an all-time high of 4,436.52 up from 4,396.26 from last Friday. The Dow closed at an all-time high of 35,208.51. – The week continued the seasonal ‘chop’ that often pervades the summer months. Epicenter and travel names began recovery on Thursday and continued gains...