by Ed Egilinsky | Mar 22, 2023 | How I See It
The calendar year 2022 was difficult to navigate for most asset classes. To put it in perspective, it was the first calendar year on record that saw the S&P 500 Index and U.S. 10-year Treasury bonds both down double digits within the same year....
by Marshall Schield | Mar 8, 2023 | How I See It
In the Proactive Advisor Magazine article “Bonds are not carrying their weight. Looking for an alternative?” from earlier in 2021, we pointed out that bonds contributed just 15% to the return of a traditional 60% equity/40% bond allocation for the past...
by Tony Dwyer | Feb 15, 2023 | How I See It
Editor’s note: Tony Dwyer, chief U.S. portfolio strategist for Canaccord Genuity, and his colleagues author a widely respected monthly overview of economic and market conditions, technical factors, and future market outlook called the “Strategy Picture...
by Tony Dwyer | Feb 8, 2023 | How I See It
Both sides of the bull and bear argument were reinforced on Feb. 1. The Institute for Supply Management (ISM) manufacturing data continues to point to recession (Figure 1), while the market reaction to the Federal Reserve press conference continued the...
by Tom McClellan | Jan 25, 2023 | How I See It
Now that the November 2022 midterm elections are behind us, the stock market is in year three of the four-year presidential cycle pattern. Some analysts look at that on a calendar-day basis, but I prefer to count the years as beginning on Nov. 1 for...
