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April 3, 2025
Sideswiped by Tariffs
Clearly, the stock market just went through a retest of the bottom it made a couple of weeks ago. Retests…
Welcome to Riverplace Capital's market analysis & financial blog. We approach investment management optimistically. While markets will perpetually fluctuate, our gaze remains fixed on the horizon, because only in the long run will true gains ever be realized. Read on as our founder and chief investment strategist, Peter Bower, leverages his decades of insight to unpack the markets weekly.
April 10, 2025
Death by Leverage
Leverage kills! It forces investors to make moves they would otherwise not want. That is exactly what happened when the investment world was surprised by the magnitude and extent of the tariff regime announced by President Trump. Once selling began, it was accelerated by the need to cover borrowings before equity was wiped out. (Remember, borrowing money to buy stocks or bonds implies that their value is the…
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March 27, 2025
Not a V Bottom
Two weeks ago, the Bull wrote that the stock market correction was probably over- it was. He also stated that…
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March 20, 2025
Hallelujah!
We finally had a correction, and it is mostly over; hope you bought! Even though the U.S. stock market should recover,…
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March 13, 2025
Greed Anyone?
Greed is good!* In a capitalist market economy, ambition, nerve, and initiative are often rewarded. These are all aspects of…
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March 6, 2025
Money Flow Model
The money flow model that we follow is getting more positive and looks like it will post a buy signal…
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February 27, 2025
Stealth Correction
You may not have noticed this by watching the major stock indices, but the median stock is down 13 percent…
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February 20, 2025
Quarterly Report Card
Every quarter, investors get a look at how public companies are doing. The businesses must report their earnings and revenues…
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February 13, 2025
Jevons Paradox
This is an observation that as a resource becomes cheaper, perhaps by technological improvements or efficiencies, the use goes up. The…
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February 6, 2025
Newton’s Third Law of Motion
“For every action, there is an equal and opposite reaction.” This physical law can also apply to human interactions. Perhaps…
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January 30, 2025
Resilient!
So much has been thrown at our stock market this year, but it has proven to be resilient. From worries…
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January 27, 2025
DeepSeek
Our tech industry just had a wrench thrown into its works from a smallish Chinese AI startup, DeepSeek. This company was…
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January 23, 2025
A New Era Begins
We are now in the Donald Trump era for the stock market. The new administration promises many changes in direction…
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January 16, 2025
Sticky Inflation (Not All Bad)
The inflation rate has gotten sticky at about where the Bull expected it to level off. The Bull stated this…
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January 9, 2025
Technical Update
It is useful to periodically look at the technical condition of our stock market. As regular readers of this blog…
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January 2, 2025
The Bond Vigilantes are Back
“Bond vigilante” is a term coined in the 1980s for traders and investors who drove up interest rates at the…
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December 26, 2024
Volatility!
Get used to it. It is here to stay and should remain elevated. The Bull and his partners have been warning…
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December 19, 2024
Merry Christmas & Happy Holidays!
Take a moment or a few days to celebrate another successful financial year! No one knows what is coming next,…
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December 12, 2024
The Year-End Push
This is the time of year when institutional investors make moves to finish their reporting year. Tax losses are often taken, portfolios are reevaluated…
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December 5, 2024
Potential vs. Realization
As regular readers know, the Bull has been cautious since several internal stock market metrics turned negative. These measures point…
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November 28, 2024
The Holidays Are Upon Us
It has been a terrific year for stock market returns. For those, we have a lot to be grateful. However,…
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November 21, 2024
Hold Some Dry Powder!
Volatility has been increasing. The Bull and his partners believe it will persist and perhaps even increase. We are also…
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November 14, 2024
Caution!
Two weeks ago, the Bull wrote a cautionary blog commenting that stock prices do not grow to the sky. The…
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November 7, 2024
Glad It’s Over!
After a long, tortuous election campaign, many investors are glad it is over. Now that we know some of what the…
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October 31, 2024
Up Against the Sky!
The Wall Street adage is that stocks do not climb to the sky. More than a few already have. Trillion-dollar capitalizations…
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