Outlook Ideas

  • Third Quarter 2025

    “Resilient” is the often-used word for the U.S. Stock market this year. A better word might be “unbelievable”. Despite the threats and imposition of trade tariffs, a military attack on Iran, a budget busting tax and spending bill which could send interest rates higher, and two ongoing overseas wars, the stock market has set record…

  • SECOND QUARTER 2025

    The first quarter of 2025 was the worst quarter for stocks in 3 years. Why? The new administration promised less regulations, investor friendly merger approvals, lower inflation, and a stronger economy – all usually good for stock prices. We have not seen any of that yet. We have seen lower interest rates, but for the…

  • FIRST QUARTER 2025

    2024 delivered another good year for stock investors – the second year in a row with a 20% plus gain in the S & P 500 stock index. Granted the S + P was powered by a handful of big technology stocks e.g., Apple, Amazon, Alphabet, Meta et al. Without them the gain was less…

  • 4th Quarter 2024

    The third quarter produced another record high for the DJIA (42,313) and the S & 500 stock index (5,738). Evidence of a “soft landing” (falling inflation and continued economic and earnings growth) encouraged investors to buy stocks and bonds – the 10 year Treasury bond yield falling to 3.75% (bond yields fall when their prices…