Risk
Bear Markets and Recessions Don’t Always Go Together, Says Stovall
Turns out that, since World War II, three bears didn’t lead to a recession, CFRA research shows.
Tag: CFRA
Risk
What’s Next? A Correction, Not a Bear Market, Says Stovall
History suggests that we’re only in for a correction—that is, a 10% drop, according to the CFRA sage.
Asset Allocation
Calendar Effect: What January May Tell Us About the 2022 Market
New CFRA data confirms that if this month goes well, the rest of the year usually does, too.
Newsmakers
Powell’s Stock Market Performance: So-So Versus Fed Peers
Of all 16 Federal Reserve chiefs, the current one—who may or may not get a second term—is No. 7 in Dow returns, says CFRA.
Get Ready for the Year’s Best Period: November Through April
CFRA says it has outshone any other rolling six-month stretch since World War II.
Market Moves
Why 3Q Earnings May Undershoot Estimates
That has happened just once since 2009, but CFRA’s Stovall expects a re-run.
Market Moves
Why the Market’s Breadth Might Mean a Downdraft After All
Wide dispersion in stock sectors suggests a slide ahead, says Sam Stovall, citing market history.
Market Moves
Market Killjoys: BlackRock, Goldman, RBC, Morgan Stanley
They all see a halt to the strong stock rally—anyway the third quarter is usually the worst.
Asset Allocation
Greater Breadth Will Pull Stocks Out of Sideways Pattern, Stovall Says
As the tech stars dim, other sectors are charging upward, thus triggering the next breakout, CFRA sage declares.
Market Moves
December Should Be OK, Just Not Its Usual Top-Tier Self
Muted market gains this month, strategists say, are overshadowed by blow-out earlier months.
Market Moves
Rebound Rally Often Has a Dip—And That Would Come Around Election Day
A bouncing-back S&P 500 tends to drop by 5%, two-plus months after setting a new record, says CFRA’s Sam Stovall. Would this impact the presidential race?
Market Moves
Stock Market’s Rise Doesn’t Jibe with Overvalued P/E, Stovall Warns
CFRA sage likens investors to an ‘irresponsible teenager’ borrowing against dubious future allowances.
Asset Allocation
Why Wall Street’s Ho-Hum Reaction to Iran? Déjà Vu
Stocks haven’t suffered much or taken long to recover in past conflicts.
Market Moves
A Nice November Portends a Great Market 2019 Finish, Says Stovall
Contrast the current situation with year-end 2018’s lousy showing.
Market Moves
3rd Quarter Earnings Are Down, But not as Much as Expected
A 1% reduction is taking shape, with most companies already reporting, and things could’ve been worse.