Market Update Archives - This Week on Wall Street | Investment Managers and Traders

Market & Portfolio Review: The Spring Counter-Offensive

by Gary S. Morrow | Apr 15, 2021 | Market Update

After a rough March that was characterized by a broad rotation under the hood of the stock market from the secular winners and into low-quality cyclical companies, secular growth stocks appear to be reasserting leadership. Similar to a front line that can ebb and...

Drawdowns Happen

by Gary S. Morrow | Apr 11, 2021 | Market Update

And each one has created an incredible buying opportunity for patient equity investors. Why Stocks?: “Investors own stocks to participate in the growth and ingenuity of human beings and enterprises over time. In doing so, they hope to outpace inflation and...

Market & Portfolio Review: Quality Wins Over The Long Run

by Gary S. Morrow | Apr 8, 2021 | Commentary, Market Update

After a month of violent rotation away from quality growth and into cyclical boom/bust businesses, long-term investors are reasserting control over the market. Investors are focusing on businesses that are positioned to lead tomorrow’s economy and are executing...

by Doug McKay | Apr 7, 2021 | Market Update

The S&P 500® grew robustly in the first year of this bull market, stronger than at the outset of any cycle since the aftermath of the Great Depression. Historically, a strong start to a bull run has boded well for the trend over the remainder of the cycle. source:...

Market & Portfolio Review: The Story of March

by Gary S. Morrow | Mar 25, 2021 | Commentary, Market Update

Warren Buffet is often quoted as saying the following about the stock market; “in the short run, it’s a voting machine. In the long run, it’s a weighing machine”. It’s a phrase the carries important weight when we are navigating painful price corrections in the stocks...