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Lonely Bull Blog



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.

May 22, 2025
Featured image for “Bonds Are King”

Bonds Are King

The Bond market is King. It is much larger than the stock market and sets interest rates. These can influence whether economic growth is encouraged or discouraged. Business health and activity determine profit potential, and profits are a major factor by which companies are valued. The level of rates also helps set the earnings multiple for stocks. Higher rates mean a smaller multiple and vice versa. So, when…
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May 15, 2025

Temperament

Investing takes patience and a certain faith that most things work out. In a dynamic economy like ours, ways are…
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Recession or No Recession | Riverplace Capital
May 8, 2025

Recession or No Recession

The Bull is going out on a limb and predicting that the U.S. will not have a recession this year. Many…
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May 1, 2025

Getting Clearer

The investing horizon is becoming clearer. The economy has slowed but is still strong.  Companies’ earnings remain good with an estimated…
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April 24, 2025

Now What?

The Bull still strongly believes that the bottom of this correction is in! The stock market low was set on April…
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Earnings! | Riverplace Capital
April 17, 2025

Earnings!

Finally, investors are starting to get first-quarter earnings reports from public companies. Rather than guessing, we can all start to…
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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…
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Sideswiped by Tariffs
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…
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Not a V Bottom | Riverplace Capital
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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Greed Anyone
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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Stealth Correction | Riverplace Capital
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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Quarterly Report Card
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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Our tech industry just had a wrench thrown into its works from a smallish Chinese AI startup, DeepSeek. What impact will this have on AI incumbents?
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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A New Era Begins
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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Sticky Inflation (Not All Bad)
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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The Bond Vigilantes are Back
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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