Reality Check

Reality Check - Blog - Blue Chip Partners - DanSederRound_(2)From the desk of Dan Seder, CFA, CMT, CFP®

Yes, equities have rallied since the end of March. However, the path of a bull market is NEVER straight up. At this point, the recent pullback is nothing but normal.

Speculating Vs. Investing: Know The Difference

Notice a change recently in the financial media? Make no mistake, the headline names may have changed, but fads in investing are nothing new. It’s important to understand the difference between investing and speculating.

Shedding Light on Future Economic Developments [Market Analysis]

Like our local weatherman, we can't rely on crystal ball forecasts. While meteorologists use doppler radar, satellites and other data sources to predict the weather, we look to the stock market and historical data for clues. So, we aren't left completely in the dark about future economic developments.

Outperforming the S&P 500 in 2020

 From the desk of Dan Seder:   Are We There Yet? When researching family vacations, I determined it’s precisely 1,169 miles from my house to Disney World in Orlando, Florida. If we pack a cooler and take one bathroom break...

Healthy Consolidation in Technology

From the desk of Dan Seder Sector rotation is the lifeblood of a bull market. Cyclical sectors like Financials, Energy, Industrials and Materials have recently caught a bid, while Technology has taken a breather. However, don’t let this...

The "Big Company" Effect

From the desk of Dan Seder, CFA, CMT, CFP® The S&P 500 was up over 2% yesterday…with more than half of its constituents declining! What a reminder of how a small number of HUGE companies can influence a market cap‐weighted...

Consumer Strength

From the desk of Dan Seder Discretionary stocks have outperformed the S&P 500 Index since the stock market bottomed on 3/23/20. It’s easy to attribute this rally to Amazon’s +22% stake in the market cap-weighted Consumer...

CEO Optimism Turning a Corner?

From the desk of Matt Mondoux, CFA, CMT, CFP® Confidence levels among U.S. CEOs are beginning to show signs of bottoming out. According to Business Roundtable’s quarterly business sentiment survey, after 9 straight quarters of...

Who Says Indices Aren’t Actively Managed?

From the desk of Matt Mondoux, CFA, CMT, CFP® The Dow Jones Industrial Average (the “Dow”) experienced a significant rebalance today. Raytheon and ExxonMobil, two of the longest tenured members of the index dating back to the...

New Fed Policy: Average Inflation Targeting

From the desk of Dan Seder, CFA, CMT, CFP® In a subtle but important change to policy, Fed Chairman Jerome Powell confirmed yesterday that rates will stay at rock-bottom levels for longer. The Fed will be less apt to raise rates until...

S&P500 Market Capitalization

From the desk of Dan Seder, CFA, CMT, CFP® Apple (ticker: AAPL) recently topped $2 TRILLION in market capitalization – making it now larger than the market capitalization of the smallest 194 companies in the S&P 500 combined. Why...

Market Recovery

From the desk of Matt Mondoux, CFA, CMT, CFP® WOW! The S&P 500 clocked an all-time closing high on August 18th. What’s more shocking – that the loss of nearly 34% from February’s high required a gain of over 51% to...

S&P 500 Equal Weight Points to Strong Market Rally

From the desk of Omar Ezz, CFP® It’s easy to dismiss the move off the March lows as being driven by Large Cap Tech or day trading on Robinhood. However, there is evidence that the bullish move in the market is more than just big tech...
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