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June 19, 2025
The Wall of Worry
For investors, there are always some things to worry about. Today, the list seems longer than ever. Two wars, inflation,…
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.
June 26, 2025
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 for a mid-east war has never been useful in managing portfolios. In fact, if you were not in the market when the truce was announced, then you lost out. The rally came so fast, it would have been almost impossible to reestablish positions at the prices below what…
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June 12, 2025
The Age of Abundance
A new term has entered discourses about our economy, “the age of abundance.” This seems to be a big jump…
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June 5, 2025
Growth Again!
The Bull has written many times about the ongoing back-and-forth competition between the growth and value sectors of our stock…
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May 29, 2025
What Could Go Right?
The financial press so often bombards us with what could possibly go wrong. Instead, we ought to take stock in…
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May 22, 2025
Bonds Are King
The Bond market is King. It is much larger than the stock market and sets interest rates. These can influence…
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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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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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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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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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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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