Market insights from our team

The Value of Value

A surprising trend over the past year has been the performance of small-cap value stocks compared to the broader market, outperforming the S&P 500 by 13%. Typically, these companies are not very attractive to investors b

June 25, 2026

AI Strength Meets the IPO Wave

With the conflict in Iran appearing to wind down, markets are once again focused on the longer-term outlook for AI and semiconductor growth. A month after the Middle East conflict began on February 28th, the S&P 500 had

June 18, 2026

Lingering Effects

March 27, 2026

The Dead Zone

Growth followed by consolidation - the S&P 500 appears to be in a "Dead Zone". The market is consolidating its previous gains and is now in a tight side-ways or rangebound zone. (reference the two hor

February 26, 2026

Possible "Breather" Coming

With the S&P 500 at all time highs (despite best efforts from the media), a full market recovery from the lows of the Tariff War are officially behind us. Does this mean that the coast is clear? Well.

July 10, 2025

Full Recovery with a Pause...

Despite the media, who feels their job is to scare the pants off of investors, the S&P 500 has come very close to full recovery. Because we’ve had such a strong "V-Shaped" recovery thus far, it’s only

May 22, 2025

Rejection, Now What?

High school prom & sports try-outs, job applications, and dating - no one likes rejection, but after it happens, what's next? This week, the S&P 500 rejected its attempt to regain control of its 200-d

March 29, 2025

Shopping List

As the S&P 500 continues its sell-off, this will eventually lead to a very good opportunity for patient investors to pick up some high quality stocks at steep bargains. However timing those bargains c

March 13, 2025

Make or Break?

The S&P 500 has certainly had a set back as of the last couple of weeks. We are now at a point of "make or break". The market is either reverting back to it’s mean and needs to hold and grow from curr

March 07, 2025

The Great Cash Hoard

As of now, there are not too many reasons as to why you should not to be invested in the US Equity Markets; however, when things are going so smoothly, it may be time to begin looking for opposing und

December 13, 2024

Surprise, Surprise...

The S&P 500 is on a tear, and surprisingly seems to be defying all odds. Things just keep humming along, so we will continue to ride this trend as long as the wave continues. The chart below indicates

October 11, 2024

Fed Funds rate & the Market

There is a lot of speculation in the media and many "calls to action" for our Federal Government to cut rates. So what does this mean for the market? One would think that by cutting rates, ie: reducin

August 09, 2024

Unemployment ≠ the Market

This year has been fantastic so far, and now it appears we are beginning a slow patch...or is it something more? Of course, we won’t truly know until we look backwards after it happens. However, for t

August 02, 2024

Market Fireworks!

The S&P 500 has had an explosive year - so will it continue? Anything can happen with the market; however, in our opinion, we should expect an upcoming pullback due to elevated company valuations and

July 05, 2024

Slight Negative Divergence

The S&P 500 is no doubt on a tear this year. In fact, the only noticeable pull-back (nearly 6%) resulted after a major Negative Divergence had occurred. This is where RSI (or momentum) begins to fade

June 07, 2024

Up or Down?

The S&P 500 is consolidating it's recent gains. It peaked in late March and has since pulled back a bit. The RSI has dropped below 50, but is bouncing around that level; and the MACD is negative. We a

May 02, 2024

Market Pull Back - Caution?

The market has defied most analysts this year (which is not uncommon); however, has it hit a short-term peak? As of now, the market peaked at the beginning of April and seems to be in a minor, and pos

April 19, 2024

Market Crosscurrents

There have been some very positive technical advances as of late; however, until there is a solid breakout of price above the downtrend line (orange), the S&P 500 is still considered to be in a short-

November 10, 2023

Back in the Zone - for now!

The S&P 500 had an apparent short term, fake breakdown, which has recovered back into our up-channel trend. The next week or two will tell us if it can continue to hold this year's up channel trend or

October 13, 2023

Will It Stick the Landing?

The S&P 500 has recently pulled back from its most recent highs but remains within an acceptable range of volatility, indicating a mid-range technical uptrend characterized by higher highs and higher

September 28, 2023

Triple Witching Friday

Today - Friday, September 15th falls on a day known as "triple witching". The term, admittedly a little scary in nature, is known for describing an event which happens four times per calendar year whe

September 15, 2023

Close But No Cigar

The S&P 500 has pulled back from its overbought highs, and is trying to find a floor to its recent pullback. So far it may be close, but no cigar - quite yet. We’re watching the levels and will begin

August 24, 2023

Must Hold Zone

As we come to the tail end of earnings season and enter a historically difficult seasonality period (Aug/Sept - especially Sept), the market is following suit. Below are the areas we are watching with

August 11, 2023

Too Far, Too Fast?

There is no doubt that buyers have come back into the market. Confidence levels have recovered for investors; however, has the market traveled too far, too fast? In looking at the S&P 500, I mentioned

June 22, 2023

A Tale of Three Stories

Technical Analysis is full of varying scenarios that can be viewed in very different ways. Below are three separate ways to look at the same chart of the S&P 500 - each telling a slightly different st

May 12, 2023

The Stock Market's Engine

If you turn on the news or read the paper, there's no way this market could go higher, right?!....not so fast - let's take a peek under the hood to check the engine.

March 30, 2023

Walk the Line

Whether you're a Johnny Cash fan or not, the market has been Walking the Line for the first 3 months of this year....and it actually does feel a lot like Prison! We've updated our chart to include som

March 16, 2023

The Good, The Bad & The Here!

We've been discussing for quite some time that you can't have such a long and strong downtrend line in the S&P 500 (which lasted the entire year of 2022), and not expect it to be tested as support aft

March 02, 2023

The Market's Wish

The market is wishing that the Fed will begin to lower rates later this year. However, as the old adage goes, be careful what you wish for!

February 16, 2023

FOMO!

The fear on Wall Street has very quickly turned into FOMO (fear of missing out) this week. The market has finally broken its year-long down trend. There was a quick 1-day test of support, and then sho

February 02, 2023

The January Effect

Santa did manage to show this year by delivering a rally for the S&P 500 of 0.81% as of the close of market on Wednesday. (last 5 trading days and first 2 days of the new year)

January 05, 2023