SET Monthly Issues
SET Monthly Issue April 2015
Something More Than A Thrill Ride Over the last few months, the S&P 500 has been in a period of consolidation. During that time, the price action of the large cap index has made a series of lower highs and higher lows. As you can see, the chart of the S&P 500 resembles an amusement […]
SET Monthly Issue March 2015
CASHING IN ON 3 THINGS THAT ARE SCARING INVESTORS The S&P 500 made a new high at the end of February. But stocks have been moving lower over the last few weeks. It’s important to note that the 3.5% pullback in the S&P has taken place within the upward trending price channel. In other […]
SET Monthly Issue February 2015
February 2015 THE ‘RISK ON’ TRADE IS BACK… BUT FOR HOW LONG? After a slow start to the year for stocks, the S&P 500 made its first new high of the year last week. The uptick in stock prices was accompanied by an uptick in oil prices and a decrease in uncertainty. Not surprisingly, the […]
SET Monthly Issue January 2015
January 2015 CAN FALLING OIL PRICES PROP UP THE GLOBAL ECONOMY? Stocks are off to a slow start in 2015 thanks to an increase in uncertainty. The uncertainty stems from a breakdown of many foundational beliefs. These are foundational beliefs that businesses have been built on and investments have made because of. For instance, the […]
SET Monthly Issue December 2014
December 2014 IS IT TIME FOR THE SANTA CLAUS RALLY? It’s around this time of year when the stock market picks up steam. The seasonal rally known as the Santa Claus rally typically pushes the S&P 500 up more than 1.5% in the last two weeks of the year. The rally is driven by a […]
SET Monthly Issue November 2014
November 2014 RIDE THE WAVE OF BULLISH MOMENTUM I can’t believe the holiday season is already here… It’s a great time of year filled with friends and family. But don’t forget about the market… it loves the holidays too. From a historical point of view, now through the beginning of the next year is a […]
SET Monthly Issue October 2014
October 2014 TIS THE SEASON TO OPEN YOUR WALLET October is living up to its billing as one of the most volatile months for stocks. After reaching a new all-time high of 2,019 in September, the S&P 500 tumbled 10% lower over the next four weeks. As it so often does, the pullback triggered fears […]
SET Monthly Issue September 2014
September 2014 WILL STOCKS FALL OFF THE WALL OF WORRY? Large cap stocks surged to new highs last week. The S&P 500 touched 2,019. That’s a solid 9.2% gain so far this year. That’s clearly a bullish sign for stocks and our ETFs. According to the AAII Investor Sentiment Survey, bullish sentiment toward stocks increased […]
SET Monthly Issue August 2014
August 2014 AVOID THE NOISE Stocks have endured a troublesome month filled with lots of noise about stock market bubbles, geopolitical violence, corporate profits, and the economy. That noise triggered a 4.3% pullback in the S&P 500 from the all-time high of 1,991. The recent weakness hasn’t snowballed into a major selloff like so many […]
SET Monthly Issue July 2014
July 2014 GEOPOLITICS VERSUS EARNINGS Over the last few weeks, violence has erupted around the world. It’s horrible to see the death and destruction being caused by the fighting in Gaza and Ukraine. The commercial jet that was shot down over Ukraine is a senseless tragedy. The spotlight is now centered on these geopolitical events. […]
