November 30, 2025
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Determined resilience: the Mars-Saturn square

(30 November 2025)  Stocks rallied strongly during...

Rational harmony: the Mercury-Venus conjunction

(23 November 2025)  Stocks moved lower last...

Determined resilience: the Mars-Saturn square

(30 November 2025)  Stocks rallied strongly during Thanksgiving week on renewed hopes for an interest rate cut at the next Fed meeting on December 10.  The rate cut optimism offset lingering doubts about the economic sustainability of the current AI boom. The gains were not wholly unexpected given Monday's Mercury-Venus conjunction.  A study of previous Mercury-Venus conjunctions suggested that stocks had a bullish bias in the aftermath of the conjunction, although the presence of retrograde Mercury complicated that view somewhat.  Whenever Venus conjoined retrograde Mercury as was the case on...

MVA Investor Newsletter...

(1 April 2024)  US stocks pushed higher yet again last week as strong GDP data provided more evidence for the soft landing scenario.  The...

MVA Investor Newsletter...

(24 March 2024) Stocks rebounded last week as Fed Chair Jerome Powell delivered surprisingly dovish comments after the latest FOMC policy meeting. The S&P...

MVA Investor Newsletter...

(18 March 2024)  US stocks slipped lower last week as hot inflation data and continued strength in the labor market dimmed hopes for interest...

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...
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