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...

(17 December 2023)  US stocks rallied again last week as the Fed Chair Jerome Powell delivered a long-awaited pivot towards cutting interest rates.  The...

MVA Investor Newsletter...

(10 December 2023)  US stocks pushed higher last week as Friday’s strong jobs report provided more evidence for a market-friendly soft landing.  The S&P...

MVA Investor Newsletter...

(3 December 2023)  US stocks moved higher again last week as the latest inflation data came in near the consensus forecast and took bond...

MVA Investor Newsletter...

(26 November 2023) Stocks extended the rally last week as dip buyers continued to dominate the market given the bullish Thanksgiving holiday seasonality.  The...

MVA Investor Newsletter...

(19 November 2023) Stocks rallied higher last week as moderating inflation data provided more evidence that the high in bond yields is now in...

MVA Investor Newsletter...

(12 November 2023) US stocks extended their rebound last week as mixed signals from Fed speakers proved sufficient to spark a tech-led rally.  The...

MVA Investor Newsletter...

(5 November 2023)  US stocks surged last week as a weak jobs report and a dovish Fed statement saw bond yields tumble.  The S&P...

MVA Investor Newsletter...

(29 October 2023)  Stocks slumped again last week on growing concerns of a possible escalation of the Israel-Hamas war against a backdrop of more...

MVA Investor Newsletter...

(22 October 2023)  Stocks sold off last week as continuing geopolitical tensions conspired with interest rate worries after Fed Chair Powell reasserted his view...
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