Did the Fed Drink Green Beer?
What a wild ride it has been the past few weeks in markets, but one thing we can’t deny is the calendar. We are in the thick of March Madness season, and today officially kicks off the First Round of the NCAA tournament. Odds are, if you are reading this, you are probably sneaking off …
What You Need to Know About Silicon Valley Bank
“A small spark can start a great fire” – Emmet Fox A bank many of us had never heard of this time last week now has the entire financial spectrum on the brink of disaster. Or does it? Here are some things you need to know about Silicon Valley Bank. The second-largest bank failure ever …
A Closer Look at Seasonality
We talked a lot about how February (especially the second half of February) could be a potential break for stocks, well the good news is that we now see many signs of better times potentially coming soon. Here’s what the average year for the S&P 500 looks like. Looking at the chart below, the blue …
Four Things I Learned In Warren Buffett’s Annual Letter
The Oracle of Omaha did it again. He released Berkshire Hathaway’s Annual Letter to his shareholders recently and as usual, it was full of wit, insight, humility, humor, and decades of wisdom. I’d encourage you to read it for yourself, but here are four things that really stood out to me. 1. One or two …
The February Hangover Is Nearly Over
After the 11th best start to a year ever for the S&P 500 as of Valentine’s Day, stocks have pulled back the second part of the month in what we would classify as perfectly normal price action. Here’s a chart we started sharing at the beginning of the month and sure enough, the later part …
12 Things Every College Student Should Know
I had the honor to recently speak with students at Xavier University in Cincinnati. I graduated from Xavier 22 years ago this upcoming May, so I was now the old person in front of a bunch of students trying to tell them what they needed to know. The good news is they all seemed to …
The Valentine’s Day Indicator Sees Green In 2023
First things first, this is a three-day weekend for many of us and I hope everyone enjoys the long President’s Day weekend. And if you need to buy a mattress, this is your Super Bowl weekend, good luck out there. Speaking of the Super Bowl, this is our yearly reminder that someone should run for …
Time Is Your BFF When It Comes to Investing
“You can learn a lot by looking.” Yogi Berra Did you know that the S&P 500 is up about a coinflip of the time on any one day? That’s right, since 1950, the S&P 500 has closed green 53.0% of the time. So the secret that nearly everyone knows but few uses to their advantage …
Do Stocks Want the Eagles or Chiefs to Win?
“Baseball is 90% mental, the other half physical.” Yogi Berra First things first, don’t ever invest based on who wins the Super Bowl. Or the coin toss, or how bad the refs will be, etc. With that out of the way, it is Super Bowl season and that means it is time to talk about …
Five Clues This Isn’t Just a Bear Market Rally
“When the facts change, I change my mind. What do you do, sir?” John Maynard Keynes Stocks are off to a roaring start to 2023, which has many claiming this is just a bear market rally and one that will likely end with new lows. Carson Investment Research has quietly been taking the other side …