Lonely Bull Financial Blog | Riverplace Capital

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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.

October 23, 2025

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AI

Artificial intelligence as an investment theme has become very powerful, but enthusiasm sometimes hesitates. This is normal with the adoption of any new technology. Everyone knows that advancements do not proceed in a straight line, but make no mistake, AI will have profound effects on our lives. Think of a future when almost any process will be controlled by this technology. Factories, refineries, power plants,…

October 16, 2025

Another Bout of Volatility – Surprised?

No one should be surprised! Since the beginning of this year, volatility has arisen from time to time, almost out…

October 9, 2025

Gold Glitters

When the Bull started his investing career in the late 1970s, gold was trading around $400 per ounce. It recently…

October 2, 2025

Congress Throws a Wrench into the Gears

The government shutdown is a new variable in the progress of our economy. Much of U.S. business is not affected,…

September 25, 2025

A Lot of Negative Chatter

Recently, there has been a lot of negative commentary. Some pundits have predicted a near-term correction in our stock market.…

September 18, 2025

The Stock Market Gets What It Wants

Let’s hope it is also what the market and economy need. Certainly, with inflation having come down over the past…

September 11, 2025

Goldilocks or Recession on the Way?

Recent economic data has prompted another debate: “Has the economy decelerated to a sustainably moderate rate of expansion or is…

September 4, 2025

September

September has the distinction of being the one month of the year that has a record of stock market losses;…

The stock market has been hitting new highs. More stocks are participating in the rally, and interest rates are slated to begin falling soon.

August 28, 2025

Melting Up

The stock market has been hitting new highs. European and Asian markets are on fire. More stocks are participating in…

Investors’ eyes will be on the Fed Chairman’s speech this Friday at the central bank’s conference in Jackson Hole and may reveal the Fed’s next moves.

August 21, 2025

Jackson Hole

Many investors’ eyes will be on the Fed Chairman’s speech this Friday at the central bank’s conference in Jackson Hole.…

Earnings reports for the second quarter are almost complete, and they've been quite good. Give a big hurray for competition. So far, so good!

August 14, 2025

So Far, So Good

Earnings reports for the second quarter and the year so far are almost complete. They were quite good. Most companies…

What is the market telling us now? It is saying that the economy is fine, earnings are still growing, and asset prices in many cases can go higher.

The Best Market Forecaster?

And the winner is – the stock market itself. It is far better than so-called forecasters, pundits, economists, gurus, or…

A String of Positives

A few weeks ago, the Bull listed the many things that could go right. Sentiment on Wall Street was bearish,…

Money Flow Model Now Positive

After the market bottom on April 8th, it has taken a while for the money flow model we follow to…

Inflation Still Sticky

Inflation Still Sticky

The Bull cautioned, almost from the outset of the Federal Reserve’s fight against inflation, that it was likely to remain…

Steady as She Goes

Our stock market continues to advance. The recent recovery from the April sell-off is the fastest ever. Now, gains are…

Happy Birthday America

We have so much to be thankful for! We live in a country that provides more opportunities than any other…

Let It Roll

Let It Roll

You just made it through another mid-east war, so congratulations if your portfolio is intact. The Bull cautioned recently that selling…

The Wall of Worry

The Wall of Worry

For investors, there are always some things to worry about. Today, the list seems longer than ever. Two wars, inflation,…

The Age of Abundance

A new term has entered discourses about our economy, “the age of abundance.” This seems to be a big jump…

Growth Again!

The Bull has written many times about the ongoing back-and-forth competition between the growth and value sectors of our stock…

In the face of many negatives, the stock market has held up well, and in some cases, even thrived. Here are some potential positives to look out for.

What Could Go Right?

The financial press so often bombards us with what could possibly go wrong. Instead, we ought to take stock in…

We're keeping an eye on the bond market. So far, it has been able to find buyers for all the new issuance of debt. This is likely to continue. 👑

Bonds Are King

The Bond market is King. It is much larger than the stock market and sets interest rates. These can influence…

Temperament

Investing takes patience and a certain faith that most things work out. In a dynamic economy like ours, ways are…

Recession or No Recession | Riverplace Capital

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…

Getting Clearer

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

Now What?

The Bull still strongly believes that the bottom of this correction is in! The stock market low was set on April…

Earnings! | Riverplace Capital

Earnings!

Finally, investors are starting to get first-quarter earnings reports from public companies. Rather than guessing, we can all start to…

Death by Leverage

Leverage kills! It forces investors to make moves they would otherwise not want. That is exactly what happened when the investment…

Sideswiped by Tariffs

Sideswiped by Tariffs

Clearly, the stock market just went through a retest of the bottom it made a couple of weeks ago. Retests…

Not a V Bottom | Riverplace Capital

Not a V Bottom

Two weeks ago, the Bull wrote that the stock market correction was probably over- it was. He also stated that…

Hallelujah!

We finally had a correction, and it is mostly over; hope you bought! Even though the U.S. stock market should recover,…

Greed Anyone

Greed Anyone?

Greed is good!* In a capitalist market economy, ambition, nerve, and initiative are often rewarded. These are all aspects of…

Money Flow Model

The money flow model that we follow is getting more positive and looks like it will post a buy signal…

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…

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…

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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