By Graham Summers, MBA The markets are now fully into earnings season. The most critical companies to monitor are the MAG 7/ big tech plays. These are the largest companies…
By Graham Summers, MBA Stocks aren’t taking a breather. The S&P 500 is up nearly 150 points in just five sessions. This has been quite a move. And what’s truly…
By Graham Summers, MBA On November 28th, 2023, I predicted that stocks would hit new all-time highs before February 1, 2024. Bear in mind, the S&P 500 was at 4,550 when…
By Graham Summers, MBA On December 20th 2023, I predicted that stocks would hit new all-time highs before February 2024. Despite all the drama in Washington as well as the…
By Graham Summers, MBA Governments around the world are issuing staggering amounts of debt to “paper over” any weakness in the private sector with public spending. As Bloomberg notes, collectively,…
By Graham Summers, MBA The U.S. passed a debt ceiling resolution in May of 2023. Both the GOP and the Democrats claimed victory for the deal, but the reality is…
By Graham Summers, MBA Since early 2023, numerous pundits and gurus have been calling for a recession. And despite numerous indicators flashing that one is coming… the recession has yet…
By Graham Summers, MBA As I keep telling you, it IS possible to time the market. The key is to put in the work to do so. For me, one…
By Graham Summers, MBA Stocks are due for a pullback here. The S&P 500 is ~5% above its 50-Day Moving Average. Historically, this degree of extension above the primary trend…
By Graham Summers, MBA On Monday I told you that the S&P 500 was headed for 4,700. At that time, the market was hovering around 4,600. And given all the…
By Graham Summers, MBA Here comes the Santa Rally. The S&P 500 has been trading in a 40-point range since mid-November. I know that sounds difficult to believe, but it’s…
By Graham Summers, MBA Yesterday’s market action could not have illustrated the current market rotation any better. As I recently outlined: 1) The S&P 500 is currently consolidating after one…
By Graham Summers, MBA What comes next for stocks? The S&P 500’s performance for the month of November 2023 was one of the best single month performances for stocks in…
By Graham Summers, MBA The S&P 500 is consolidating after one of its best monthly performances in the last 30 years. Thus far in November, the S&P 500 is up…
By Graham Summers, MBA Yesterday’s article caused quite a stir. It is widely believed that you cannot time the market. This is a myth. You can time the market, but…
By Graham Summers, MBA The following are excerpts from my Private Wealth Advisory market update to private clients written on 11-2-23. At that time the S&P 500 was trading in…
By Graham Summers, MBA Treasury Secretary Yellen wants stocks and bonds higher. The reason is simple. Next year 2024 is an election year. And Yellen is a playing politics for…
By Graham Summers, MBA Both stocks and bonds caught a bid mid-week on announcements that the Treasury has decided to issue less long duration bonds that previously expected. This is…
By Graham Summers, MBA Japan’s currency is now collapsing. Japan’s central bank, the Bank of Japan (or BoJ for short) is currently engaged in an open-ended Quantitative Easing (QE) program.…
By Graham Summers, MBA Yesterday, the Treasury announced that it would “only” need $775 billion to fund the budget for the fourth quarter of 2023. This was considered to be…
