October – December: The Market’s Best Months?

Here in New England, Fall ushers in the annual change of seasons, bringing cooler temperatures and the reds, yellows, and oranges of Fall foliage. Like fall in New England, each year the stock market tends to repeat certain seasonal trends. These seasonal trends affect both individual stocks and the stock market as a whole. By…

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Healthcare Moves Up…

For most investors, watching the S&P or the DJIA is the same as watching “the market.” But…we know that these indices rarely tell the whole story. Today, we’re going to pull back the curtain and take a closer look at one sector that’s not only helping push these indices to record highs, but is also…

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RS Investing Vs. The Dow

Today, I want to share how one simple strategy has the potential to earn investors four to five times the 2018 returns of the Dow Jones Industrial Average (DJIA). And the great thing is, once learned, this same strategy can be applied to almost any investment portfolio. But first, a little context.. Most investors are…

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Relative Strength in 2018

In spite of all the tariff talk out of Washington and continued volatility on Wall Street, the second quarter ended in the green for a large swath of the US Equity marketplace. Both the cap weighted SPDR S&P 500 ETF (SPY) and the Invesco, S&P 500 Equal Weight ETF (RSP) – both of which are…

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Market News: The Financial Sector

The surprising results of the 2016 Presidential election lit an inferno under the Financial sector.   In September 2016, just months prior to the 2016 election, Financials were ranked dead last on a relative strength basis (#11 out of 11). By October 28, 2016, they had jumped to #5 and – just after the election…

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How Much Do You Know About Market Seasonality?

What would have happened if, each year, we invested in the stock market in March, April, and May – ONLY? One study shows that strategy may have generated an average annualized return that’s 31% higher than that of the U.S. stock market benchmark, the S&P 500… all year around. Today I’ll dive into a few…

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Is Overstock.com a buy?

“Blockchain stocks” — the majority of which are categorized in one of two sectors, Technology and Finance — were not immune to the recent market pullback. Reality Shares Nasdaq Next Generation Economy (BLCN), a passively managed ETF that tracks an index of global companies involved in blockchain technology, fell 7% between Friday and Monday. By…

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