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...

01|04|2021

Leading Indicator Watch | December 31, 2020

A light bit of reporting for the weekly leading indicators to close the year: The S&P 500 closed the year up 16.26%; while Initial Jobless Claims were down from...

12|29|2020

Leading Indicator Watch | December 24, 2020

Housing fell from the previous month and missed expectations, Core Durable Goods Orders, Consumer Confidence and Sentiment are also down. Let’s take a look at the other leading indicators...