November 23, 2024
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MVA Investor Newsletter Preview —...

(21 April 2023)  Stocks fell again last...

MVA Investor Newsletter Preview —...

(14 April 2024)  Stocks sold off last...

MVA Investor Newsletter Preview — Week of 22 April 2024

(21 April 2023)  Stocks fell again last week as fears of a wider war in the Middle East dimmed prospects of an interest rate cut.  The S&P 500 fell 3% on the week to 4967 while the Nasdaq-100 slumped 5% to 17,037.  The broader averages fared somewhat better as the NYSE Composite lost just 1% on the week.  This bearish outcome was very unexpected as I thought the influence of the Jupiter-Uranus conjunction would have coincided with some gains, especially later in the week. The rally is finally taking a...

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(24 September 2023)  US stocks sold off last week as the Fed disappointed markets by reiterating its commitment to keep rates higher for longer. ...

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(17 September 2023)  US stocks ended the week modestly lower as worries over the auto workers strike negated the impact of some positive economic...

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US Stocks (10 Sep 2023)  Stocks fell last week as rising oil prices rekindled inflation fears and pushed bond yields higher.  The S&P 500 lost...

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(20 August 2023) Stocks extended their losing streak last week as bond yields pushed to new highs following hawkish Fed minutes and strong retail...

MVA Investor Newsletter...

(13 August 2023) Stocks edged lower last week as renewed inflation concerns boosted bond yields and the dollar.  The S&P 500 ended fractionally lower...

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(6 August 2023) Stocks were lower last week as the Fitch credit downgrade spooked investors and pushed bond yields back up towards their recent...

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(30 July 2023) Stocks pushed higher last week after a subdued PCE price report raised hopes that the Fed could be finished with its...

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(23 July 2023) Stocks were mixed last week as the dollar rebounded in advance of this week’s FOMC meeting.  The S&P 500 added 30...

MVA Investor Newsletter...

(16 July 2023) Stocks rose sharply last week as CPI inflation data came in below expectations and rekindled hopes for a soft economic landing. ...
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