#79 - US Economy Ends Well, Now On To 2024
Daybreak with Anton10 Tammi 2024

#79 - US Economy Ends Well, Now On To 2024

Our expectations of a stock market yearend rally were modest due to waning retail sales and consumer confidence reported in October. As it turned out, the yearend rally exceeded our and most expectations as institutional investors added stocks to their portfolios that rallied the S&P 500 by 17% and NASDAQ by 23% since the October 27 bottom. Read in this Weekly Brief our analysis of the year and potential new buying opportunities in 2024.

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Jaksot(167)

#166 - Recovery Rally Building Momentum

#166 - Recovery Rally Building Momentum

Most major U.S. market indices have staged an impressive rebound since establishing their lows on March 30, 2026.  The S&P 500 has now moved back into a technically solid bullish trend, with its 20-da...

28 Huhti 23min

#165 - Gambling is not Investing

#165 - Gambling is not Investing

Throughout my career, I've often heard people argue that the stock market is rigged, corrupt, or tilted in favor of wealthy, well-connected investors.  Many believe the average individual has little c...

22 Huhti 21min

#164 - Building and Preserving Wealth

#164 - Building and Preserving Wealth

U.S. equities rallied strongly from 2022 to early 2026, led by large caps, before Iran conflict fears triggered declines and unusual drops in precious metals. Markets turned volatile, with leadership ...

8 Huhti 13min

#163 - Differing Moods of Investors and Consumers

#163 - Differing Moods of Investors and Consumers

Before the war with Iran, both investors and consumers were already facing significant uncertainty about the outlook for their finances and the broader U.S. economy. Investors were focused on several ...

1 Huhti 20min

#162 - Investors Not Panicking

#162 - Investors Not Panicking

On June 12–13 of last year, Israel carried out large-scale airstrikes against Iran, targeting nuclear facilities, military bases, and senior commanders and scientists. Dozens of sites were neutralized...

18 Maalis 14min

#161 - The Bipolar Stock Market

#161 - The Bipolar Stock Market

As a lifelong investor and portfolio manager for the past 28 years, I can confidently say the stock market has bipolar disorder. In reality, it is the large cast of participants that include media com...

18 Helmi 22min

#160 - Small Business Owners and Consumers Slow Sentiment Improvement

#160 - Small Business Owners and Consumers Slow Sentiment Improvement

Over the past three days, we've received reports on the state of consumer sentiment and small business confidence. The results show that both groups are slowly becoming more optimistic about the futur...

11 Helmi 15min

#159 - Santa Claus Happy with Wall Street

#159 - Santa Claus Happy with Wall Street

Several years ago, Simon Maierhofer, editor, and founder of iSpy ETF Newsletter, introduced me to a combination of three barometers that have had interesting results in predicting the future S&P 500 p...

4 Helmi 19min

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