November 27, 2024
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MVA Investor Newsletter Preview —...

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

MVA Investor Newsletter Preview —...

(1 April 2024)  US stocks pushed higher...

MVA Investor Newsletter Preview — Week of 15 April 2024

(14 April 2024)  Stocks sold off last week as a hot CPI inflation number undermined hopes for rate cuts amid renewed war fears in the Middle East.  The S&P 500 fell by 1.5% to 5123 while the Nasdaq-100 finished at 18,003.  This bearish outcome was in line with expectations as I thought the Mars-Saturn-Rahu alignment would likely coincide with some selling. The rally seems to have hit a speed bump.  Last week’s rise in inflation surprised many traders and may have postponed rate cuts for the foreseeable future.  Fed governors...

MVA Investor Newsletter...

(26 February 2023)  Stocks fell for the third week in a row as core PCE inflation came in hotter than expected and pushed the...

MVA Investor Newsletter...

(31 December 2022) Stocks ended the year on a down note on fears of declining corporate earnings and the risk of a Fed-induced recession. ...

Markets await next...

(7 December 2022) Has inflation peaked?  October's US CPI report showed a modest down tick to 7.7% after clocking in at over 8% during...

Stocks rally into...

(23 November 2022) US stocks extended their rebound Wednesday as Fed minutes suggested a willingness to slow the pace of interest rate hikes in...

US stocks fall...

(12 October 2022) US stocks closed at a new low for the year today as wholesale PPI inflation came in higher than expected at...

Stocks plunge on...

(14 September 2022) Stocks have fallen sharply this week as Tuesday's CPI number for August came in higher than expected.  The S&P 500...

Stocks choppy ahead...

(3 August 2022) Stocks have been choppy to start the month of August as strong corporate earnings have mostly offset recession fears amid...

Fed hikes 75...

(27 July 2022) What is a recession?  Up to now, economists have defined it as two straight quarters of negative growth.  But if the...

Markets push higher...

(20 July 2022) Financial markets are still in rebound mode this week as investors await the outcome of tomorrow's ECB decision and next week's...
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