Everything you need to know about the markets. Sowell’s Chief Investment Officer, Dave Moenning, pens an award winning market missive, the “Daily State of the Markets.” The report, which is published Monday-Thursday each week unless otherwise noted, analyzes the drivers of the market and why the market is doing what it is doing. Dave has been writing his “market missive” since the late 1990’s. Reports are published periodically during the week to help you stay current on what’s happening in the market.
The current joyride to the upside in the stock market is apparently one for the ages. Yet, we all know that trees don’t grow to the sky and that something usually comes out of the woodwork to scare investors. So, here’s something that might…read more
I was recently asked what our contingency plan was for a Presidential crisis. After pointing out that we were not political analysts and that trying to predict the outcome of political events has proved foolhardy of late…read more
As the saying goes, the trend is your friend. However, we do NOT believe this is a low risk environment given that monetary and inflation models are heading in the wrong direction, stocks are overbought, and…read more
There can be no denying that the current rally has run a long way in a very short period of time. For example, stocks have put in the equivalent of an above-average calendar-year return on the S&P 500 in a little over three months. So…read more
I entered the business of investing as Paul Volcker was declaring war on inflation and wreaking havoc in the markets. Currently, the “problem” of inflation is diametrically opposed to what it was in the 1980’s…read more