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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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(17 September 2023)  US stocks ended the week modestly lower as worries over the auto workers strike negated the impact of some positive economic...
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Markets

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US Stocks (10 Sep 2023)  Stocks fell last week as rising oil prices rekindled inflation fears and pushed bond yields higher.  The S&P 500 lost...
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Markets

MVA Investor Newsletter...

(25 August 2023)  Despite a fairly hawkish speech from Fed Chair Powell at Jackson Hole, stocks recovered lost ground last week as weaker manufacturing...
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Markets

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(20 August 2023) Stocks extended their losing streak last week as bond yields pushed to new highs following hawkish Fed minutes and strong retail...
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Markets

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(6 August 2023) Stocks were lower last week as the Fitch credit downgrade spooked investors and pushed bond yields back up towards their recent...
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Markets

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(30 July 2023) Stocks pushed higher last week after a subdued PCE price report raised hopes that the Fed could be finished with its...
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Markets

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(23 July 2023) Stocks were mixed last week as the dollar rebounded in advance of this week’s FOMC meeting.  The S&P 500 added 30...
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Markets

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(16 July 2023) Stocks rose sharply last week as CPI inflation data came in below expectations and rekindled hopes for a soft economic landing. ...
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Markets

MVA Investor Newsletter...

(9 July 2023)  Stocks slipped last week as strong employment data renewed expectations for further rate hikes.  The S&P 500 fell 1% to 4398...
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