EOT Update
EOT Position Update – April 29, 2015
Market Snapshot Over the last week, quarterly earnings have taken center stage. So far, more than 66% of the companies reporting earnings have beaten expectations. The upbeat earnings pushed the S&P 500 to a new all-time high on Friday. Technology and consumer discretionary stocks were the best performing stocks last week. But the S&P 500 […]
EOT Position Update – April 22, 2015
Market Snapshot The last few months haven’t been great for the S&P 500… they haven’t been bad either. It has been a period of consolidation. The S&P 500 is making lower highs and higher lows. These periods of directionless trade are an indication of uncertainty among investors. And it’s not a great environment for our […]
EOT Position Update – April 15, 2015
Market Snapshot It’s tax time… as people across the country get their taxes in order, they tend to do some other types of financial planning as well. As a result, there’s typically a strong inflow of money into the market in April. So, it’s no surprise to see the S&P 500 up 2.4% during the […]
EOT Position Update – April 8, 2015
Market Snapshot The first quarter of 2015 is in the books. And earnings season is just about to get underway. As I’ve pointed out before, the economic fallout from the drop in oil prices isn’t completely understood at this point. Sure, it’s good for consumers when oil prices go down. But the ramp up of […]
EOT Position Update – April 1, 2015
Market Snapshot There’s a lot going on in the markets as the 1st quarter of 2015 comes to an end. Right now there are concerns about geopolitical issues, economic growth, and currency volatility around the globe. These are being offset by easy monetary policy, low interest rates, cheap oil, and strong US economic growth. Needless […]
EOT Position Update – March 25, 2015
Market Snapshot We have seen some interesting peaks and valleys in the markets recently. First off, there’s crude oil and the US Dollar. These two have been moving in opposite directions for months now. Last week seems to have marked a peak in the US Dollar and a valley in the crude oil prices. The […]
EOT Position Update – March 18, 2015
Market Snapshot The S&P 500 was going nowhere fast over the last few weeks. Investors had been fretting over the potential for the Fed to hike interest rates. But Fed Chair Janet Yellen put those fears to rest today. She essentially said exactly what investors were hoping to hear. The Fed dropped the word ‘patient’ […]
EOT Position Update – March 11, 2015
Market Snapshot Over the last week, several events have sent ripples though the stocks market. The first thing that happened was investors decided to shift their investments. They started reallocating money from bonds and dividend stocks into growth stocks. As a result, things like treasuries and utilities stocks took a beating. At the same time, […]
EOT Position Update – March 4, 2015
Market Snapshot Any way you look at it, February was a great month for stocks… The ‘risk on’ trade and bullish sentiment swept into the market. It pushed the S&P 500 to a new high of 2,119. The large cap index is now up more than 3% for the year. What’s more, the NASDAQ eclipsed […]
EOT Position Update – February 25, 2015
Market Snapshot Over the last week, investors have bought risky assets like stocks and sold their safe haven investments like Treasuries. We saw some of the strongest buying action in small cap stocks and high yield debt that are clear indications of investors’ optimism. Fear had been the dominant emotion driving the market during the […]
