The calendar turned to October and volatility picked up in a big way, with three consecutive 1% moves for the S&P 500 Index to start the month. October gets a bad rap for being a bearish month (it isn’t), but it absolutely owns the title as the most volatile month.
With the fourth quarter underway, 2022 is fast approaching. While a lot can still happen between now and the end of 2021, we don’t think it’s too early to start thinking about what stocks might do next year.
Chinese property developer Evergrande’s liquidity crisis has sparked fear and selling in Chinese property stocks over the past several weeks. Could this spark a systemic risk scenario, similar to when Lehman Brothers went under? We don’t think so
Stocks are due for a routine pullback. However, we remain steadfastly bullish and this week want to explore five things that some bears believe that do not worry us.
Companies blew by estimates and made strategists and analysts look silly.
2021 has been a very strong year for both stocks and the economy, but that doesn’t mean there haven’t been some surprises. Below we take a look at some things that have happened so far in 2021 that have surprised us.
After a 2020 we will never forget, we look ahead to the second half of 2021, and even into 2022, with optimism for the future.
To quote the great Frank the Tank from Old School, “We’re going streaking!” Although Frank had another idea, stocks have been streaking in some historic ways, both near-term and longer-term.
We explore three things that worry us—and could make the market more susceptible to a pullback as we enter the second half of 2021.
Policy tailwinds may turn into headwinds in 2022, but economic fundamentals are likely to dominate.
