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...

(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...

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...
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