In The Money

A look at financial planning, investment management, and options strategies.

11/06 Weekly Market Review

Short-term Summary:  The S&P 500 remains at its highs, on the heels of solid earnings growth and economic activity, as well as the potential for tax cuts. Today, the House Ways and Means Committee released its tax bill, which will now go to the Senate Finance...

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10/30 Weekly Market Review

Short-term Summary:  3Q17 earnings season is in full swing with 231 of the S&P 500 companies having reported thus far and another 152 to announce through next Friday. In aggregate, S&P 500 companies have reported 7.8% earnings growth on sales growth of 5.0%...

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10/23 Weekly Market Review

Short-term Summary:  The S&P 500 continued its steady advance higher over the past week, as 3Q earnings season kicked off and tax policy remains at the forefront of the Congressional agenda. The Senate is expected to vote on the budget today, which will let the...

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10/23 Weekly Market Review

Short-term Summary:  The S&P 500 continued its steady advance higher over the past week, as 3Q earnings season kicked off and tax policy remains at the forefront of the Congressional agenda. The Senate is expected to vote on the budget today, which will let the...

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10/16 Weekly Market Review

Short-term Summary:  Following its break out to new highs on September 11, the S&P 500 has made 13 new closing highs over the past month in what has been a fairly steady climb higher. Over the past week, the index has basically moved sideways; and in the process,...

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10/9 Weekly Market Review

Short-term Summary Over the past week, all major indexes (S&P 500, Dow Jones Industrial Average, S&P Mid Cap 400, S&P Small Cap 600, Nasdaq Composite, and Russell 2000) were able to break out to new highs. The S&P 500 gained 1.7% during the week and is...

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10/2 Weekly Market Review

Short-term Summary: The S&P 500 has sustained its recent strength, fueled this week by the “Big Six” tax proposal.  Some of the high points include a proposed 20% corporate tax rate (from 35%), one-time/low repatriation tax, near doubling of the standard deduction...

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9/25 Weekly Market Review

Short Term Summary: The S&P 500 has been able to hold, and build slightly, from its break out to new highs on September 11th. Although the index has not moved much over the past week, there has been some sector rotation taking place beneath the surface. The...

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9/18 Weekly Market Review

Short-Term Summary: The S&P 500 was able to break out to new highs again over the past week, as did the Dow Jones Industrial Average and Nasdaq Composite. The S&P 500 Equal weight index and Russell 2000 have yet to follow suit, and will continue to be...

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9/11 Weekly Market Review

Short-Term Summary:  This week, the S&P 500 has consolidated last week’s gains that took the index back above its 50 DMA. Although the index is within 1% of its all-time highs, there has been some volatility beneath the surface. For example, the insurance...

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