I expect the stock market to go through an adjustment period in the weeks to come as the euphoria from today’s reopening of the Strait of Hormuz dies down. Read More
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Small cap stocks are already rallying in anticipation of an end to the war in Iran, so I'm adding Sprouts Farmers Markets and Marriott Vacations Worldwide to our growth portfolio. Read More
Today's existing home sales report for March is the clearest sign yet that the war in Iran is having an adverse impact on consumer purchasing decisions. Read More
Bank earnings reports, existing home sales, and producer prices in March should tell us how much oil prices are affecting consumer behavior. Read More
I don’t know how soon the Strait of Hormuz will reopen, but when it does I expect Wall Street to continue the rotation out of mega cap stocks into smaller companies that was underway before the war in Iran began. Read More
The February PCE report will be largely ignored on Wall Street since most of the numbers came in as expected and predate the war in Iran. Read More
I am adding three small cap stocks to our growth portfolio in anticipation of an end to the war in Iran. Read More
The PCE Price Index for February, personal savings, and consumer sentiment will influence how the stock market behaves this week. Read More
I would characterize the most recent behavior in the stock market as being cautiously optimistic. Read More
The retails sales report for February was slightly stronger than expected but those numbers were recorded before the onset of the war in Iran, so they won't get much attention on Wall Street. Read More