by Daniel White | Nov 17, 2025 | Economy
Monday, November 17, 2025 The S&P 500 has now gone 103 straight trading sessions without a 5% pullback, as of this writing. It’s the second longest streak since 2021 and among the longest since the 2018 record of 403 sessions. For perspective, the long-term...
by Daniel White | Oct 22, 2025 | Economy
Monday, October 27, 2025 September is generally regarded as the worst month in the stock market over the course of the year. But October-December is the strongest time of the year historically, and the fourth quarter consensus consistently demonstrates strong...
by Daniel White | Oct 20, 2025 | Economy
Monday, October 20, 2025 The stock market has gained over 20% the last two years and over 14% so far this year. And yet, some people think it’s just getting started. This market backdrop is about as bullish as it gets. Despite all the rate hikes of 2022, the...
by Daniel White | Aug 25, 2025 | Economy
Monday, August 25, 2025 Stocks have been red hot for a while, with the major indices all rallying more than 30% since April lows. It’s been a great trading environment. So, what’s the problem? Well, everyone is frothy and bullish. Early on in this rally,...
by Daniel White | Jul 3, 2025 | Economy
Monday, July 7 On April 8, President Trump paused all reciprocal tariffs for 90 days. That is set to expire on July 8. As of this writing, the only trade deal we know about is with the U.K. That said, there may also be a deal with China, perhaps including 55% tariffs....
