December 21, 2025
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Logical pessimism: Mercury meets Saturn...

(14 December 2025)  US stocks slipped last...

Aggressive idealism: the Mars-Neptune square

(7 December 2025) Stocks pushed higher again...

Logical pessimism: Mercury meets Saturn in the NYSE chart

(14 December 2025)  US stocks slipped last week as skeptical investors moved money out of the AI sector and into value stocks following Wednesday's interest rate cut from the Fed.  Despite the decline, the major indexes remain within 1% of their all-time highs with the small cap Russell 2000 actually making a new high on Thursday. We had been somewhat neutral about last week given the mix of influences.  The aftermath of the Jupiter-Saturn and Mercury-Venus alignments argued for a bullish bias and the run-up to this Sunday's Mars-Neptune square...

MVA Investor Newsletter...

(14 April 2024)  Stocks sold off last week as a hot CPI inflation number undermined hopes for rate cuts amid renewed war fears in...

MVA Investor Newsletter...

(8 April 2024)  Stocks ended lower after a volatile week that saw bond yields rise after a strong jobs report and more hawkish comments...

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...
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