February 5, 2026
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A bullish start to the...

(28 December 2025)  Stocks pushed higher last...

An excess of energy: the...

(16 November 2025)  After a volatile week,...

A bullish start to the New Year?

(28 December 2025)  Stocks pushed higher last week as favorable holiday seasonality combined with strong GDP data to fuel gains in financials and industrials.  I had a fairly neutral weekly bias in my given the mix of bearish and bullish influences.  The aftermath of both the Mars-Neptune square and the progressed Mercury-Saturn alignment raised the odds of some modest downside although the bullish effect of the upcoming Sun-Mars-Venus conjunction was a possible offsetting factor. In this week's post I thought we could take a second look at this rare triple...

Markets in holding...

(19 April 2023) US stocks have been trading in a narrow range this week as earnings reports have come in fairly mixed so...

MVA Investor Newsletter...

(16 April 2023) Stocks moved higher last week as moderating inflation data increased the odds for a Fed pivot later in the year. The...

Fed forecasts mild...

(12 April 2023) The Fed has finally admitted what many analysts have been saying for months: a recession later this year is inevitable.  While...

Stocks recover as...

(29 March 2023) US stocks have bounced in recent days as the banking crisis has faded from the headlines after a series of carefully-orchestrated...

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...
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