Streaking in Calm Waters
The market’s gone streaking in calm waters. Check out this week’s commentary as we discuss what the current metrics are telling us.
New Highs Beget New Highs
The S&P 500 just hit another all-time high, but that doesn’t mean it’s time to run for the exits. History shows that buying at new highs can still lead to strong long-term returns—as long as you stay grounded in a disciplined process.
Keeping the Bulls in Check
Stocks may be hitting new highs, but credit spreads and earnings forecasts are telling a more cautious story. This week’s update looks at what that quiet restraint might be signaling beneath the surface.
Breaking and Entering
The bulls just broke through to new highs after a record-setting rebound. But with mixed signals under the surface, the question is whether they can stay in the house. Check out this week’s commentary for more.
The Big Picture
Our risk model, built from over 100 indicators, has been steadily improving and is now back near its long-term average. In this week’s commentary, we talk about the model and how the recent shift toward more positive signals has helped fuel the market’s latest rally.
From Chaos to Calm
The S&P 500 has rebounded sharply after a steep spring sell-off, and volatility has cooled significantly. This week’s commentary looks at market breadth and why broader participation could be the key for sustaining a healthy rally.