Category Archives: Economics

S&P Is Not GDP

U.S. economic growth has been subpar — right around 2% — during much of the ongoing economic expansion. Yet, the S&P 500 has returned nearly 230% cumulatively since the bear market low on March 9, 2009. How did that happen … Continue reading

Posted in Economics, Karp Financial Strategies Weekly Commentary, Market Forecast, Weekly Commentary | Tagged , ,

Corporate Calm

The stock market’s recent gains have gone a long way toward restoring calm in the marketplace. The rebound — 5% off the S&P 500 low on October 15, 2014 — has been driven by a combination of factors, including some … Continue reading

Posted in Economics, Karp Financial Strategies Weekly Commentary, Market Forecast, Weekly Commentary

Earnings Preview: Welcomed Opportunity to Focus on the Micro

The global headlines are certainly not uplifting these days: Russia-Ukraine, Iraq, Syria, Hong Kong, Ebola, etc. All of these challenges are sources of investor anxiety that have led to bouts of selling pressure on the U.S. stock market in recent … Continue reading

Posted in Economics, International Economics, Karp Financial Strategies Weekly Commentary, Market Forecast, Weekly Commentary

Grading on a Curve (the Yield Curve, That Is)

Kids are back in school and have started taking tests. Some of those tests are graded on a curve, meaning that students are graded based on their score relative to the rest of the class. In terms of stock market … Continue reading

Posted in Economics, Investment, Karp Financial Strategies Weekly Commentary, Market Forecast, Weekly Commentary | Tagged , ,

Midterms May Mean More Gains for Stocks

The resolution of election uncertainty — and ending the predominantly negative rhetoric surrounding the campaigns — has historically been a positive for the stock market.

We continue to see opportunities for further stock market gains over the course of 2014, based upon fundamentals rather than the potential for sweeping legislative change. Continue reading

Posted in Economics, Karp Financial Strategies Weekly Commentary, Market Forecast, Politics, Weekly Commentary

Oil, Oil Everywhere

For the third year in a row, the summer driving season kicked off with national gasoline prices at $3.67 per gallon, according to data from the U.S. Department of Energy. Prices at the pump are below the $3.80 – $4.00 … Continue reading

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The Big Bang Theory: Inflating the Stock Market

The Big Bang Theory, the most watched television comedy, is about a group of physicists and their aspiring actress friend from across the hall. The show often refers to theoretical physicist Sheldon Cooper’s quest for a Nobel Prize in physics … Continue reading

Posted in Economics, Karp Financial Strategies Weekly Commentary, Market Forecast, Weekly Commentary | Tagged , ,

Is the Party Over?

Consumers are the most confident they have been in over six years, according to last week’s widely watched consumer confidence report from the Conference Board. Investors have been feeling confident too. The high valuations of stocks in some industries have … Continue reading

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The Rest of 2013 and the FED, the holidays, the shopping…

The Rest of 2013 The LPL Financial Research Outlook 2014 comes out next week, so this week is a great opportunity to take a shorter-term look at the rest of 2013. It has been an amazing year for stock market … Continue reading

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How sweet it is….

The Earnings Season Sweet Spot Last week marked that special time of year when the World Series brings together two great teams. A three-run double on a hit to the Green Monster off the sweet spot of the bat of … Continue reading

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