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November 5, 2024
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MVA Investor Newsletter Preview —...

(21 April 2023)  Stocks fell again last...

MVA Investor Newsletter Preview —...

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

MVA Investor Newsletter Preview — Week of 22 April 2024

(21 April 2023)  Stocks fell again last week as fears of a wider war in the Middle East dimmed prospects of an interest rate cut.  The S&P 500 fell 3% on the week to 4967 while the Nasdaq-100 slumped 5% to 17,037.  The broader averages fared somewhat better as the NYSE Composite lost just 1% on the week.  This bearish outcome was very unexpected as I thought the influence of the Jupiter-Uranus conjunction would have coincided with some gains, especially later in the week. The rally is finally taking a...
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Markets

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(19 November 2023) Stocks rallied higher last week as moderating inflation data provided more evidence that the high in bond yields is now in...
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Markets

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(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...
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Markets

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(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...
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Markets

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(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...
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Markets

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...
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Markets

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(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...
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Markets

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(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...
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Markets

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(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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Markets

MVA Investor Newsletter...

(24 September 2023)  US stocks sold off last week as the Fed disappointed markets by reiterating its commitment to keep rates higher for longer. ...
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