02|09|2021

Market Disruption | February 5, 2021

The S&P 500 surged across the week. Will it continue or is more market disruption likely? Monday Markets rallied strong on Monday to open the week. In doing so,...

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02|09|2021

Leading Indicator Watch | February 5, 2021

Before I publish Market Thoughts today, let’s peek at the Leading Indicators. Click here to view the latest news on economic activity and how they are impacting the markets....

02|02|2021

Route or Rebellion? | January 29, 2021

Markets shed 3.35% last week. Is the route sustainable or is it more of an ill-fated rebellion? Monday Markets rose marginally on Monday. Economic data was light, contributing little...

02|02|2021

Leading Indicator Watch | January 29, 2021

Wrapping up the week from an ariel view… yes, the S&P is down slightly for the year and yes, volatility spiked, but weekly Initial Jobless claims fell, Core Durable...

01|26|2021

Persist or Pause? | January 22, 2021

Markets rose last week but faded as the days wore on. Can the strength persist or is there reason for a pause? Monday Happy Martin Luther King Jr. Day!...

01|25|2021

Leading Indicator Watch | Jan. 22, 2021

Housing for December rose to closeout the year and the S&P 500 is off to a positive gain in the new year with volatility down from the previous week....

01|20|2021

Soft Patch | January 15, 2021

It was a soft patch in the market last week. Will it continue or was sentiment more temporal? Monday Markets opened the week down. Growth momentum stocks pulled back...

01|12|2021

Leading Indicator Watch | January 8, 2021

Lots to unpack from the leading indicators for Jan. 8, 2021. Please review my notes at https://ffsinv.com/indicators-1-8-21/ and look at the daily economic breakdown in Market Thoughts this week.

01|12|2021

Sustainable Gains? | January 08, 2021

Last week was a busy week that led to gains. Is it sustainable looking to the rest of January? Monday Focus very quickly shifted from what could be, to...

01|05|2021

Year in Review | January 1, 2021

The year ended strong. Here is a review of the week, but also, what is in store for January and the rest of 2021? Monday The week opened with...