Outlook & Ideas
SECOND QUARTER 2026
The first quarter of this year was a wild one for the stock market. The S & P 500 Stock Index lost about 4%, and the Dow Jones Industrial Average fell about 3.25%. In late January the two indices set all-time highs. The culprit: the Iran war – sending gasoline prices up about 30%, pointing to higher inflation and possibly higher interest rates,…
Previous Weeks
FIRST QUARTER 2026
2025 was another good year for stock investors. The DJIA was up almost 14% and the S & P 500 Stock Index rose over 16%. Despite wars starting and stopping, tariffs, persistent inflation, unfounded…
FOURTH QUARTER 2025
Our cautious outlook for the third quarter was met with continued record highs for the stock indices. The tariffs have not been as onerous as investors had feared, mostly because,…
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…
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…
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…
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…
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