Market Outlook

Everything we have published, newest first. Filter by topic below, or return to Insights.

Showing 31–45 of 61

March 13, 2022

3 reasons to stay optimistic

Nassim Taleb has a famous quote that comes to mind with regards to the current market: "To bankrupt a fool, give him information." Assuming we know...

Blue Haven
December 20, 2021

Will interest rate hikes derail the stock market in 2022?

Stock markets had been trading steadily near all time highs through most of November. However, during the middle part of the month, a sell-off started to...

December 20, 2021

The challenge facing disciplined investors right now

The books will close on 2021 in just a few days, and the headlines will show that it was a solid year for the stock market....

September 20, 2021

Small cap stocks could lead the next leg higher

2021 has been an interesting year. Yes, the S&P 500 is having a stellar year, and on the surface, so too are other segments of the...

September 17, 2021

The market is finally taking a pause

September has brought about an unusual phenomenon to the stock market... it has stopped going up! Month-to-date the S&P 500 is down about 2%. If the...

July 30, 2021

QTAP ETF: A favorite buy right now

We've long written about the potential benefits behind so called, buffered ETFs. We first started investing in the ETFs on a selective basis at the beginning...

July 28, 2021

Now is not the time to sell low on China, Emerging Markets

Chinese stock markets, for all intents and purposes, just crashed. Over the last month, ETFs that track China's stock markets have fallen between 15%-30%. Year-to-date losses...

June 24, 2021

Will inflation stick around? Reviewing the Sticky Price CPI

Inflation seems to be the topic du jour in the market right now. First, understand that there is a lot of noise around inflation right now...

March 16, 2021

Higher rates haven’t stopped stocks from moving higher

Every year seems to bring unpredictable story lines in the stock market. This year the big story line looks like it's going to be in the...

January 18, 2021

Early 2021 trends are consistent with the last 3-6 months

The S&P 500 is essentially flat through the first two weeks of the year. However, other areas of the market are off to a hot start....

November 13, 2020

How a vaccine could make it harder for the market to go higher

The stock market is in rally mode, presumably at least somewhat on the back of positive vaccine news from Pfizer and Moderna. However, in an ironic...

October 27, 2020

Is the market concerned about more lockdowns?

The market has been under pressure recently with popular reasons ranging from election jitters to new lockdown restrictions. Before considering how much the market actually cares...

October 16, 2020

4 tips for keeping politics out of portfolios

As the election nears closer, more and more people are speculating what the result could mean for the stock market. Importantly, however, elections are not referendums...

September 6, 2020

IDRV ETF: a smarter way to invest in TSLA stock

Few stocks have generated the buzz that Tesla stock has this year. As believers in a passive indexing approach to investing we tend to refrain from...

April 27, 2020

Why the market hasn’t gone back down

One of the main talking points in the market right now is the supposed disconnect between Wall Street and Main Street. The S&P 500 hit a...