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Moore Insights 101: Understanding Your Equity Allocation

Does your investment statement look like a jumbled mess of financial lingo? Are terms like asset allocation, fixed income, and equity confusing? If you feel this way you are certainly …

Moore Insights 101Tom MooreOctober 2, 2024Viewmoore-insights-101
MI Featured Stock: PayPal

As preference for online shopping continues to grow, transactions between businesses and consumers have seen a radical shift. PayPal has been at the forefront of this innovation since the very …

MI SheetsMoore InvestedSeptember 25, 2024Viewmoore-insights-sheet
Market Update – August 2024

Federal Reserve Set to Begin Cutting Interest Rates in September. The S&P 500 Index returned +2.3% in August, outperforming the Russell 2000 Index’s -1.7% return. Nine of the eleven S&P 500 sectors traded higher, led by Consumer Staples, Real Estate, Health Care, and Utilities.

MI Market UpdatesMoore InvestedSeptember 3, 2024Viewmoore-insights-market-updates
Old School Thinking Post Convention

Diminishing Relevance Traditionally, the end of the second convention marked the start of the presidential election season. Candidates did not campaign full stop, and therefore the public did not pay …

MI MacroNed Davis ResearchAugust 22, 2024Viewmoore-insights-macro
Market Update – July 2024

The Stock Market Experienced a Big Rotation in July Monthly Market Summary The S&P 500 Index returned +1.2% in July, underperforming the Russell 2000 Index’s +10.3% return. Ten of the …

MI Market UpdatesMoore InvestedAugust 8, 2024Viewmoore-insights-market-updates
August Market Volatility

Is This A Correction Or Recession? In the last three trading days, we have experienced significant volatility. This has, rightfully so, gotten investors very nervous about the future of the …

MI PerspectiveTom MooreAugust 5, 2024Viewmoore-insights-perspective
Market Update – Q2 2024

Key Updates on the Economy & Markets The topic of interest rate cuts continues to dominate the financial markets. Investors are focused on when the Federal Reserve will lower rates, …

MI Market UpdatesMoore InvestedJuly 8, 2024Viewmoore-insights-market-updates
Market Update – May 2024

Global Markets Trade Higher After April Sell-Off Monthly Market Summary The S&P 500 Index gained +5.1%, slightly outperforming the Russell 2000 Index’s +5.0% return. Ten of the eleven S&P 500 …

MI Market UpdatesMoore InvestedJune 6, 2024Viewmoore-insights-market-updates
Why Stocks Have Rallied Despite Higher Rates

Not the Only Game in Town One of NDR’s themes over the past two years has been that higher interest rates make stocks less attractive versus bonds. To paraphrase quotes …

MI MacroNed Davis ResearchMay 29, 2024Viewmoore-insights-macro
Seven Reasons Why No Recession

When the Fed started QT and raised rates sharply leading to an inverted yield curve starting in early 2022, Chairman Powell warned of pain to come, which nearly all economists believed would lead to recession. We did get a slowdown for a while, but no recession, and today I would like to offer…

MI MacroNed Davis ResearchMay 7, 2024Viewmoore-insights-macro
Why Do Investors Expect Fewer Interest Rate Cuts This Year?

One reason is that inflation progress is slowing. Another reason is that the U.S. economy remains resilient despite higher rates. Figure 4 graphs three data points that underscore this resilience. …

MI MacroMoore InvestedApril 23, 2024Viewmoore-insights-macro
Market Update – Q1 2024

Key Q1 2024 Updates on the Economy Stocks continued their upward trajectory in early 2024. The S&P 500 returned more than 10% for a second consecutive quarter, setting multiple new …

MI Market UpdatesMoore InvestedApril 17, 2023Viewmoore-insights-market-updates