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Looking past the April 20...

(12 April 2026)  Stocks ended the week...

Stocks rebound on Iran ceasefire...

(9 April 2026) Stocks stayed in rally...

Looking past the April 20 conjunction

(12 April 2026)  Stocks ended the week sharply higher on hopes that the two-week ceasefire and  reopening of the Strait of Hormuz could lead to a permanent end to the Iranian conflict.  Amid the optimism and de-escalation, oil prices fell back below $100 a barrel signaling a fundamental shift in market sentiment. As noted in my Thursday post, much of this rebound since the March 30 low closely coincides with the Mercury-Jupiter alignment.  This 240-degree trine aspect was exact on April 3.  Based on our backtest, we found that market...

MVA Investor Newsletter...

(12 March 2023) Stocks fell hard last week as the failure of SVB Financial raised fears of contagion as many regional banks are now...

Ukraine facing possible...

(8 March 2023)  The war continues in Ukraine will no end in sight.  The first anniversary of Russia's invasion of Ukraine two weeks ago...

MVA Investor Newsletter...

(5 March 2023)  Stocks broke their losing streak last week as yields reversed off their highs on hopes of a possible pause in rate...

10-year Treasury yield...

(1 March 2023) Despite the Fed's concerted efforts to tighten monetary policy over the past year, inflation remains a major problem for the economy. ...

MVA Investor Newsletter...

(26 February 2023)  Stocks fell for the third week in a row as core PCE inflation came in hotter than expected and pushed the...

MVA Investor Newsletter...

(19 February 2023)  US stocks extended their pullback for a second straight week as higher-than-expected CPI and PPI data took bond yields and the...

Gold extends losses...

(15 February 2023)  Gold has extended its decline this week after Tuesday's CPI print came in higher than expected.  While still lower than the...

MVA Investor Newsletter...

(12 February 2023) Stocks retreated last week as hawkish comments from several Fed members renewed fears that interest rates would remain elevated for...

Fed’s hawkish talk...

(8 February 2023) The Fed giveth, and the Fed taketh away.  After rallying on Fed Chair Powell's speech yesterday, stocks fell back down to...
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