Tag: Sam Stovall

Forget about that half-point cut in September you had heard about, strategists say.

Nope. Same-sizing the portfolio members means steeper drops and less robust outperformances, says Sam Stovall.

History shows that, in up markets, the three leaders for January and February go on to romp big-time, says savant Stovall. The three laggards, on the other hand …  

When the S&P 500 advances more than 20%, as it did in 2023, history says it will climb an average 10% in the next year, an investment sage finds.

Marking a third straight period of losses, the index’s EPS suffered in financials, real estate, material, health care and energy, a survey finds.

Over the past three decades, reliance on a handful of big stocks (like we have now) does not end well, according to the CFRA strategist.

Cyclical stock sectors re-take the lead, but with deliberation, as earnings weaken.

They usually go up after the vote, with the uncertainty over. But maybe not this year, warns Schwab’s Liz Ann Sonders and some other Wall Street savants.

Over the past three-quarters of a century, the market has lost an average 0.56% during the upcoming month, CFRA data show.

After a bad January-through-June spell, CFRA’s Stovall says, markets usually improve by year-end.