Stocks moved higher once again last week with the S&P 500 (NYSEARCA: SPY) pushing higher by 0.8%. The index is roughly 2 percent off it January all-time highs.
But there is so much more going on around the financial markets, including big changes to asset allocation and money flows.
This week’s stock market video covers a lot of material:
– The single best signal.
– Your pie chart may disappoint in the next 20 years.
– My bonds seem to be acting differently.
– The lure of past balanced portfolio performance.
– Has diversification worked well in 2018?
– It’s all we know (recency bias).
– Haven’t seen anything like this in 35 years.
– The market has changed and we may have to adjust significantly.
– The real world 1926-2018 vs. perceptions.
– Is bullish momentum waning? Should we be concerned about breadth?
– But, we are near all-time highs.
Weekly Stock Market Video – August 4
Click play, then you can use the button in the lower-right corner of the video image to view in full-screen mode. Hit Escape (esc) to exit the full-screen mode.
Twitter: @CiovaccoCapital
The author or his clients may hold positions in mentioned securities at the time of publication. Any opinions expressed herein are solely those of the author, and do not in any way represent the views or opinions of any other person or entity.
