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...

(4 March 2024)  Stocks extended their winning streak last week as PCE inflation data came in near consensus estimates while Q4 GDP stayed strong...

MVA Investor Newsletter...

(26 February 2024)  Stocks rebounded last week as investors piled into AI-related stocks after the Nvidia earnings report.  The S&P 500 added more than...

MVA Investor Newsletter...

(19 February 2024)  US stocks moved modestly lower last week as the closely-watched CPI report came in hotter than expected.  The S&P 500 finished...

MVA Investor Newsletter...

(12 February 2024)  US stocks extended their rally as strong jobless data and a downward inflation revision raised hopes for rate cuts later in...

MVA Investor Newsletter...

(5 February 2024)  Stocks pushed higher last week as strong tech earnings and a robust jobs report kept the market in melt-up mode despite...

MVA Investor Newsletter...

(29 January 2024) US stocks rallied higher yet again last week as strong GDP data and another decline in PCE inflation kept dip buyers...

MVA Investor Newsletter...

(22 January 2024)  Stocks rebounded last week as strong profit forecasts from AI chipmakers lifted the technology sector.  The S&P 500 gained 1% on...

MVA Investor Newsletter...

(14 January 2024)  US stocks rebounded last week as lower PCE and PPI inflation data took bond yields lower and kept the dollar under...

MVA Investor Newsletter...

(31 December 2023)  US stocks finished the year on a winning note as the Santa Claus rally delivered modest gains in the absence of...
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