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Doubt and fear periodically hit the stock market or segments of it. For the past 10 years of this bull market, periodically, there have been these bouts.  Recently, health care companies have [...]

Money Flows into the U.S. stock market have been strong.  Especially strong flows are being detected into the discretionary and financial sectors; specifically banks and retailers.  These have [...]

The LYFT initial public offering was always going to be a test of public investor enthusiasm for new companies with unproven business models that were unprofitable and likely to remain so for [...]

Some never get over a trauma and others are forever scared.  Some investors who went through the 2008-2009 financial crisis are victims of it.  So when the stock market goes into a swoon, some [...]

Summers in Florida, we often have something called a sun shower.  It’s when we get rain with the sun still shining; a little rain, but hardly a storm.  That is what we think we are now [...]

After a stock market correction, there tends to be distinct phases to the eventual recovery.  The downturn creates fear and herd behavior; fear begets even more fear.  Even some professionals [...]

Last week we pointed out that money flows into the stock market had recently turned positive.  These flows have now accelerated.  Look for higher stock prices as a result.  Obviously, events can [...]

Cross currents, undertows, and turbulent winds wreak havoc for sailors.  This metaphor can relate to all the mixed messages in today’s business environment for investors.  Some companies are [...]

Although the U.S. stock market and many international ones have rallied nicely since the beginning of this year, there is a fragile sense of confidence in future returns.  To a degree, the new [...]