The Irish Times

Stocktake: US recession outlook is key for stocks

There’s a big difference between recessionary and non-recessionary bear markets

Tue May 24 2022 - 00:00

Stocktake: Optimism pays better than pessimism for market players

It generally pays investors to suspend their doubts at times like this

Tue Apr 05 2022 - 00:00

Stocktake: Yield curve inversion doesn’t spell doom for stocks . . .yet

The bigger point may be that an inversion is not a near-term timing indicator

Tue Apr 05 2022 - 00:00

Stocktake: Third year of bull market may be tricky

US bull market has doubled since bottoming in March 2020. Expect a lot less growth now

Tue Mar 29 2022 - 00:00

Stocktake: Has Wall Street’s fear index peaked?

Last week the Vix fell below 30 for the first time in 11 trading days

Tue Mar 22 2022 - 00:00

Stocktake: Markets more worried by ‘war on inflation’ than Ukraine

History shows stocks usually take geopolitical events in their stride

Tue Feb 22 2022 - 00:00

Stocktake: Have stock markets bottomed?

History suggests this dip might be a good time to buy – but expect a volatile year ahead

Tue Feb 08 2022 - 00:00

Stocktake: This is a correction, not a crash

Investors were lulled into complacency by 2021 but double-digit falls are normal

Tue Feb 01 2022 - 00:00

Investors have reason to expect another strong earnings season

Earnings growth could be as high as 30% but there are signs of a more normal year ahead

Tue Jan 18 2022 - 05:00

Stocktake: Are stocks at heightened risk in 2022?

History suggests odds stocks will rise in 202 are no different from any other year

Tue Dec 21 2021 - 00:00

Stocktake: Bulls hoping for some seasonal strength

Stocks have hit new all-time highs in every month so far this year

Tue Dec 07 2021 - 05:10

Stocktake: Stock market ascent has been dizzying

The bull market is clearly alive and well

Tue Nov 16 2021 - 00:00

Stocktake: The most wonderful time of year for investors

Recent momentum augurs well for stocks as ‘strength is a bull’s best friend’

Tue Nov 09 2021 - 05:30

Stocktake: Stocks enter period of seasonal strength

The next six months have historically proven lucrative, research shows

Tue Oct 26 2021 - 05:30

Stocktake: Fund managers turn cautious on stocks

Global growth expectations have plummeted to lowest level since March 2020

Tue Oct 26 2021 - 05:10

Stocktake: Stock market momentum ‘does not die easily’

Total of 412 of S&P 500’s constituents up this year despite September’s sell-off

Tue Oct 12 2021 - 05:00

Bull market remains intact

Stocktake: September was difficult for stocks but investors cannot complain

Tue Oct 05 2021 - 05:10

Stocktake: Another hazardous September for stocks?

Is it time for some seasonal slippage with S&P up seven months in a row?

Tue Sept 07 2021 - 05:00

Stocktake: 2021 is ‘as good as it gets’ for investors

Market volatility non-existent amid recurring new highs

Tue Aug 31 2021 - 05:10

Stocktake: Volatility may lie ahead but that’s normal

‘Always expecting the market to collapse is a loss-making strategy’

Tue Jul 27 2021 - 00:00

Stocktake: Stock market rally has narrowed

Investors will hope the rally broadens out again, as a narrow market is not healthy

Tue Jul 06 2021 - 05:00

Stocktake: Investors eye second-half gains

First half of 2021 was unusually strong for stocks, with new records in Europe

Tue Jul 06 2021 - 05:00

Stocktake: Sleepy stock markets may lull the unwary

The S&P 500 has eking out only a 1 per cent gain since April

Tue Jun 15 2021 - 00:00

Stocktake: History suggests investors will buy the dips

Historically, when S&P 500 is up 10% around May, rest of year ‘does really well’

Tue Jun 01 2021 - 00:00

Stocktake: Momentum is still with stock market bulls

Stocks continuing to go up so investors could see growth as unsustainable

Tue Apr 20 2021 - 05:35

Bull market celebrates its first birthday, but will it sustain?

Stocktake: Stocks have gained an astonishing 80% since bottoming out last year

Tue Mar 23 2021 - 05:00

Stocktake: Is a big sell-off in store?

S&P 500 gained 2.4 per cent at start of March before tumbling in following days

Tue Mar 09 2021 - 04:45

Stocktake: Spike in bond yields unnerves equity investors

US 10-year yields jump from 0.5 per cent last August to almost 1.6 per cent

Tue Mar 09 2021 - 04:30

Stocktake: Markets won’t miss Trump

The S&P 500 gained 14.3% between election day and Biden’s inauguration

Tue Jan 26 2021 - 05:50

Stocktake: Huge gains are bullish, not bearish

Indices had massive gains last month but that’s par for the course, says LPL Research

Tue Dec 08 2020 - 05:10

Stocktake: Trump talks bull as Dow tops 30,000

S&P 500 enjoys second-best post-election performance in history

Tue Dec 01 2020 - 05:40

Stocktake: Rapid recovery augurs well for stocks

History shows recovery swings are almost always followed by gains

Tue Oct 20 2020 - 05:50

Stocktake: More hollow stock market boasts from Trump

Research shows the Dow has averaged annualised gains of 9.9% under Trump – right in line with historical averages

Tue Sept 22 2020 - 05:10

Stocktake: Record roller-coaster year for stock markets

It has been a crazy, record-breaking year, with unprecedented twists and turns

Tue Sept 15 2020 - 05:10