by Dan Russo, CMT | Jan 19, 2024 | Advisors, Dan, Investment Management, Research
The title of this article popped into my head as I was looking through my charts as the year came to an end. Readers of a certain vintage may recognize the work of Page and Plant (my father would be so proud of me for working this in here). However, this lyric came to...
by Dan Russo, CMT | Jan 4, 2024 | Advisors, Dan, Investment Management, Research
“You know, Dan, there are only seven stocks holding the market up this year.” I have heard some versions of this comment many times over the past six months. And with the S&P 500 on track to close the year up over 20% and the NASDAQ 100 on the verge of a ~50%...
by Dan Russo, CMT | Nov 2, 2023 | Advisors, Dan, Investment Management
Last month, we discussed the third year of the Presidential Cycle, and 2023 was playing out as a perfectly normal year from a seasonal perspective. As we move into November, that remains the case. The market has continued to be choppy, frustrating both the bulls and...
by Dan Russo, CMT | Oct 20, 2023 | Advisors, Dan, Investment Management, Research
At various times, and in various media, over the course of the third quarter we have made reference to some version of the phrase “it’s all about bonds.” As we enter the fourth quarter, that still remains the case. But what does that mean? I am not...
by Dan Russo, CMT | Oct 5, 2023 | Advisors, Dan, Investment Management
First and foremost, this is not a post about politics. The second you let your political views (not analysis) drive your investment decisions, you have already lost. However, there are distinct trading patterns that tend to play out over the four years known as the...
by Dan Russo, CMT | Sep 7, 2023 | Advisors, Dan, Investment Management
We often hear Wall Street analysts and media pundits bemoan that a certain stock or index is extended. Intuitively, we know what that means; usually, it is that the stock or the index has moved up or down, substantially, in a very short period. Ultimately anyone who...
