The stock market continues to trade around record highs. We saw strong GDP growth, some impressive corporate earnings, a big spike in travel, and some large areas announcing full re-openings in the coming months. The news and data last week should have led to some stronger stock market returns. The
Despite some bumps last week, the stock market starts the week near record highs. FOMO + TINA is driving investors (Fear of Missing Out / There is No Alternative [to stocks]). We're seeing some of the most conservative investors saying the 9% annualized rate of return they have gotten so far through
Back in 2019 the daily blog entries turned into a weekly "Chart of the Week". There just weren't a lot of different ways to say what was happening – stocks seemed to go up every week. Any drop of 3% was bought aggressively. Valuations were at levels that indicated long-term returns
This is my 4th year in Virginia. After 20 years in Arizona where you have a very short spring before moving into the 90-110 degree temperatures, there is just something about seeing the landscape come to life. After the year we just went through, it seems like there is even
Have we reached the end? Just as March 2020 marked the beginning of the COVID19 economic shock, March 2021 could go down as the end of the shock. As vaccine distribution hit critical mass, the weather turned nicer in the southern states, and yet another round of stimulus checks hit
