November 21, 2024
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MVA Investor Newsletter Preview —...

(21 April 2023)  Stocks fell again last...

MVA Investor Newsletter Preview —...

(14 April 2024)  Stocks sold off last...

MVA Investor Newsletter Preview — Week of 22 April 2024

(21 April 2023)  Stocks fell again last week as fears of a wider war in the Middle East dimmed prospects of an interest rate cut.  The S&P 500 fell 3% on the week to 4967 while the Nasdaq-100 slumped 5% to 17,037.  The broader averages fared somewhat better as the NYSE Composite lost just 1% on the week.  This bearish outcome was very unexpected as I thought the influence of the Jupiter-Uranus conjunction would have coincided with some gains, especially later in the week. The rally is finally taking a...

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

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

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(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...

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(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...

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(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...

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...
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