In The Money

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

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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9/5 Weekly Market Review

Short-Term Summary: Markets remained fairly sanguine over the last week, with U.S. equity indices largely ignoring high-profile headline events. The resumption of geopolitical concerns, after North Korea launched a missile over Japan and a spike of gasoline futures on...

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8/28 Monday Morning Market Review

Short-Term Summary: The S&P 500 was able to bounce back from heavy selling pressure last Thursday, but the index found resistance at its 50 day moving average (DMA) and remains just below that level. The increased volatility in equity markets has been a result of...

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8/21 Monday Morning Market Review

Short-Term Summary: After only having four 1% daily changes in the first seven months of the year, there have now been three in the past week. Two of these days were on the downside. With a strong 2Q17 earnings season ending, the seasonally weak period of the year...

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8/14 Monday Morning Market Review

U.S. equities rallied Friday, closing narrowly higher, in a partial reversal of yesterday’s sharp declines. At the sector level, bond proxies lagged while Technology and Consumer Discretionary were standouts to the upside. Tensions between the U.S. and North Korea...

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8/7 Monday Morning Market Review

The S&P 500 continues to grind higher, due a strong 2Q earnings season that has surprised on the upside.  With 80% of S&P 500 companies having reported results up to this point, S&P 500 2Q earnings are now expected to grow by 10.2% for the quarter versus...

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7/31 Monday Morning Market Review

It was another fascinating week and something to which we have almost become accustomed.  Not only did the NASDAQ ($NDX), Dow ($DJI), and S&P500 ($SPX) hit new all-time highs, but there was plenty of political news as well.  First, we saw Sean Spicer, White House...

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7/24 Monday Morning Market Review

It was another exciting week in the markets with the S&P500 ($SPX) advancing a little more than 0.50% by the close of trading on Friday, hitting new all-time highs for the fourth time in the last 10 days of market activity.  This pushes the stock index’s...

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