Author Archives: HMC Partners

Weekly Market Commentary – Look Who’s Buying and Selling

At the heart of it, all markets come down to buyers and sellers. U.S. stocks are being purchased by foreigners and corporations while notable selling is coming from individuals and insiders, or top executives, of companies. We believe the forces … Continue reading

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Weekly Market Commentary – The “Wall Street” Election Poll

The biggest event for investors over the next six months is likely to be the November elections in the United States. The outcome of the elections will define the political context and leadership for policies that address the looming fiscal … Continue reading

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Weekly Market Commentary – A Taxing Issue for Investors

Perhaps surprisingly, it appears that the tax rate changes have played little or no direct role in stock or bond market performance. The most likely reason is that the effects on after-tax returns were deemed negligible relative to the macroeconomic … Continue reading

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Weekly Market Commentary – What Investors Should Watch this Earnings Season

While macroeconomic data and events are likely to remain key drivers of the market this week, microeconomics will also garner investors’ attention as companies begin to release first quarter earnings reports. In each of the past two years, as the … Continue reading

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Weekly Market Commentary – The Election Impact: The Presidency

This week marks six months until Election Day. During the next six months, the elections will likely become an increasingly potent driver of the markets. While we believe the impact for changes to the makeup of Congress may be more … Continue reading

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Weekly Market Commentary: 10 Indicators to Watch For Another Spring Slide

          _ In each of the past two years the stock market began a slide in the spring, a phenomenon often referred to by the old adage “sell in May and go away,” which lasted well into … Continue reading

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Weekly Market Commentary – Stocks’ Sweet Sixteen

It has been a sweet sixteen weeks for the S&P 500. The broad stock market index has had only three down weeks out of the past sixteen. There has not been a sixteen-week period with fewer weeks of losses in … Continue reading

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Weekly Market Commentary – Best Bull Market Ever…Now What?

The three-year anniversary of the bull market took place on Friday, March 9. In the three years since March 9, 2009, the S&P 500 index is up 103% (with a 116% total return including dividends). This has been the strongest … Continue reading

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Weekly Market Commentary – Arab Spring 2

Hollywood has a thing for sequels. So do the markets. In recent weeks, we have pointed to the rise in the stock market and the euro early this year as mirroring those gains of early 2011. While stock market gains … Continue reading

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Weekly Market Commentary – The Great American Race

Today, forty-three of the top drivers in the world will compete in “The Great American Race,” NASCAR’s biggest, richest and most prestigious motorsports event.  Another great American race will be evident at Monday’s showdown: Republican presidential candidate Rick Santorum’s logo … Continue reading

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