By John Lau, CPA, CFP® January 31, 2023 - The start of 2023 has been strong for the laggards of 2022. This may be due partially to the “January Effect”, which is the historic tendency for laggard stocks to rise to start a new year. The somewhat
Market Commentaries
Surging Interest Rates and High Inflation Result in the Worst Year for Stocks and Bonds in Decades
By John Lau Jan 4, 2023 - Easing inflation pressures and a resolution of the fiscal turmoil in the United Kingdom fueled a strong rally in stocks and bonds early in the fourth quarter, but hawkish Fed guidance, disappointing economic data, and
CPI Takeaway and What the Fed Decision Means
By John Lau, CPA, CFP®, M.S.(Tax) December 15, 2022 - CPI on Tuesday declined to 7.1% year-over-year – another sign of disinflation from the previous CPI reading at 7.7% (October) and 8.2% (September). While the CPI report makes the idea of
Will There Be a Santa Claus Rally?
By John Lau November 30, 2022 - In this month’s issue, I want to examine the five catalysts that could trigger a substantial year-end “Santa Claus rally”, and lay out two possible scenarios for markets: To do this, I have identified the five
Was the CPI Report a Bullish Gamechanger?
By John Lau, November 16, 2022 - This is a question people are asking following last week’s CPI report and the big rally in stocks. I know many people read the Wall Street Journal and watch CNBC and Bloomberg Market News, so you knew
Where Could the S&P 500 Bottom?
By John Lau October 20, 2022 - This morning, U.K. PM Truss resigned after less than a month in office, deepening the political and fiscal debacle in the U.K.—a debacle that pressured U.S. stocks to fresh lows less than a week ago! But it’s not
Why Did Stocks Rebound Yesterday, and What Does It Mean for Markets?
By John Lau October 3, 2022 - Stocks staged a historic rebound yesterday (Thursday), as the S&P 500 went from down nearly 3% pre-market (after the CPI) to up nearly 3% by the close, completing a somewhat unthinkable 6% turnaround. Given this
