David Moenning | TalkMarkets | Page 1

David Moenning

Chief Investment Officer at Heritage Capital Research
Contributor's Links: Heritage Capital Research
Portfolio management consultant with more than 30 years of investment management experience. Focuses on a risk-managed approach to capital markets via modernized portfolio design and dynamic adaptation to ever-changing macro environments. Founder of Heritage Capital Research, an independent ...more
Following: 12 Followers: 2318

Articles

Latest Posts
1 to 16 of 495 Posts
1 2 3 ... 31 >>>
Screaming For Attention
Wednesday, April 3, 2024 11:33 AM EDT
After an impressive string of five consecutive monthly gains, it now appears that the bears are finally attempting to get back in the game.
In this article: SPY
Read
Stick With The Bulls
Friday, March 22, 2024 12:27 PM EDT
Stocks move higher over time. Periods of discomfort tend to be relatively short-lived - especially if you look at things from a longer-term point of view.
In this article: SPY
Read
Not So Fast, Please
Wednesday, March 6, 2024 12:06 PM EDT
If the Fed is cutting rates quickly, it likely means there is either some sort of crisis afoot (a war, bank collapse, terrorist attack, etc) or that the economy needs rescuing because its already in recession.
In this article: SPY
Read
Not If, But When
Wednesday, February 21, 2024 1:03 PM EDT
The stock market's latest joyride to the upside appears to have hit a snag. Well, for now at least, anyway.
In this article: SPY
Read
The Cycle Roadmap For 2024
Friday, February 2, 2024 2:00 PM EDT
The first four months of the year look to be a bit choppy, but with an upward bias. As such, the old adage, "do nothing, absolutely nothing, until there is something to do" might be words to live by.
In this article: SPY, SPX
Read
Making It Official
Monday, January 22, 2024 2:00 PM EDT
According to CFRA Research, the average gain for bull markets enjoyed by the S&P 500 since 1947 has been 156%, while the median of the 13 bull cycles studied has been 101%.
In this article: NDX, SPX, DJI
Read
Happy Holidays Indeed
Friday, December 15, 2023 11:13 AM EDT
Investors were treated this week to a "dot plot" from the FOMC members which projects not one, not two, but count them, three rate cuts next year.
In this article: QQQ, IWM, KRE, SPY
Read
Words Matter
Wednesday, December 6, 2023 2:24 PM EDT
With the Fed refusing to yield and folks questioning the outlook for the economy, the rate-cut-infused rally ends, and the next pullback ensues. Rinse and repeat.
Read
All About Rates
Friday, October 13, 2023 11:48 AM EDT
If you want to know what stocks are going to do next on any given day right now, look no further than a one-minute chart of the yield on the 10-year.
In this article: IEF, SPY
Read
Time For A Rally?
Monday, October 2, 2023 12:46 PM EDT
Despite the fact that the calendar has flipped to October and that the best six-month span for the stock market will quickly be upon us, the direction of yields seems to be the focus on a daily basis.
In this article: SPY, SPX
Read
The Bears Have An Earnings Problem
Friday, September 15, 2023 12:46 PM EDT
Despite being just plain wrong about the economy, earnings, and the state of the stock market, the bears are sticking to their guns.
In this article: SPY, SPX
Read
Sticking To The Script?
Friday, September 8, 2023 3:59 PM EDT
After enjoying a strong run higher from mid-March through the end of July, the bulls then took a break. And in following the seasonal script, the major indices proceeded to pull back in August. Although it wasn't fun, the decline was to be expected.
In this article: SPX Also: AAPL, NVDA
Read
Thoughts On The Macro Themes
Wednesday, June 7, 2023 12:16 PM EDT
The Fed keeps themselves busy reviewing data that is rearview mirror oriented. When one looks at more current pricing data, the picture changes dramatically.
Read
AI Or Bust
Friday, May 19, 2023 12:04 PM EDT
AI is just getting started.
In this article: AMD, CRM, ADBE, AMZN, MSFT, NVDA, SNPS, NOW, GOOGL
Read
While We Wait...
Tuesday, May 2, 2023 1:25 PM EDT
This week's Fed meeting is the primary focal point for market participants.
In this article: SPY, SPX
Read
A New Bull Market?
Monday, April 24, 2023 12:53 PM EDT
With four out of the six models on "buy" signals and the historical annualized returns of the S&P 500 now above +14%, I'm going to argue that maybe, just maybe, we may have a new bull market on our hands.
In this article: SPX
Read
1 to 16 of 495 Posts
1 2 3 ... 31 >>>