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...

(15 October 2023)  After a choppy week, stocks finished modestly higher as concerns about the Israeli-Hamas conflict were largely offset by restrained inflation data...

MVA Investor Newsletter...

(8 October 2023)  US stocks rebounded last week as Friday’s strong jobs report provided more evidence for a soft landing in the face of...

MVA Investor Newsletter...

(1 October 2023) US stocks were mostly lower last week as ongoing inflation worries and a likely government shutdown over the weekend weighed on...

MVA Investor Newsletter...

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

MVA Investor Newsletter...

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

MVA Investor Newsletter...

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...

MVA Investor Newsletter...

(3 September 2023) Stocks extended their rebound last week as worsening employment data increased the chances that the Fed may end its rate hike...

MVA Investor Newsletter...

(25 August 2023)  Despite a fairly hawkish speech from Fed Chair Powell at Jackson Hole, stocks recovered lost ground last week as weaker manufacturing...

MVA Investor Newsletter...

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