January 28, 2026
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The FOMC meeting and the...

(25 January 2026) US stocks ended the...

Bulls run the January gauntlet...

(18 January 2026) Stocks ended the week...

The FOMC meeting and the Mars-Pluto conjunction

(25 January 2026) US stocks ended the week slightly lower as Greenland-related tariff fears briefly shook market confidence.  President Trump calmed the early week volatility, however, after announcing a face-saving deal with the EU which would apparently give the US greater access to Greenland.  Despite all the geopolitical melodrama, stocks remain within 1% of their recent highs. The pullback was not surprising given the Mercury-Mars-Saturn alignment on January 19-20.  Our backtest of previous such alignments showed a modest but distinctly negative bias.  Evidence suggested that the most bearish influence from...

MVA Investor Newsletter...

(7 May 2023) Stocks ended mostly lower on the week as the Fed delivered a slightly hawkish rate hike with no firm guarantee of...

MVA Investor Newsletter...

(30 April 2023) Stocks finished the month of April on a positive note on mostly strong corporate earnings and relatively low initial jobless claims. ...

Stocks fall after...

(26 April 2023) Stocks have moved lower so far this week on renewed banking sector fears after First Republic Bank reported a shocking...

MVA Investor Newsletter...

(23 April 2023) Stocks edged lower last week on a very mixed picture of corporate earnings and the more hawkish comments from Fed members. ...

Markets in holding...

(19 April 2023) US stocks have been trading in a narrow range this week as earnings reports have come in fairly mixed so...

MVA Investor Newsletter...

(16 April 2023) Stocks moved higher last week as moderating inflation data increased the odds for a Fed pivot later in the year. The...

Fed forecasts mild...

(12 April 2023) The Fed has finally admitted what many analysts have been saying for months: a recession later this year is inevitable.  While...

MVA Investor Newsletter...

(9 April 2023) US stocks ended the week modestly lower as weak employment data clouded rate hike expectations.  The S&P 500 finished fractionally lower...

MVA Investor Newsletter...

(2 April 2023) Stocks rose again last week as moderating PCE inflation data increased the odds of a Fed pivot in the near future. ...
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