Ryan Puplava's Blog

Nov 1, 2024 – With the presidential election just a week away, the race between the two candidates is close. Recently, the Committee for a Responsible Federal Budget published an article titled The Fiscal Impact of the Harris and Trump Campaign Plans...

Oct 24, 2024 – Risk management can mean different things to different people. For some, it involves placing stop-losses on trades or rebalancing portfolios toward cash during a bear market. In financial planning, however, it’s about identifying...

Sep 30, 2024 – This month, central banks surprised investors with a series of policy changes aimed at easing their previously restrictive stances. These measures are fostering bullish sentiment as it appears the Federal Reserve, European...

Sep 17, 2024 – Through my daily interactions with clients and prospects, I’ve noticed a significant issue: a lack of planning for end-of-life transfers between spouses and to children, extended family, and charitable causes...

Aug 23, 2024 – Stocks consolidated this week after enjoying their best performance of the year last week. This week, the key events were earnings reports from retailers, the FOMC minutes for the July meeting, weekly initial jobless claims...

July 1, 2024 – In the ever-evolving landscape of the stock market, one startling trend has emerged: an extraordinary concentration of investor wealth in just a handful of stocks. Astonishingly, the top five giants of the S&P 500 now account for...

Jun 6, 2024 – The two primary drivers of the market these days are news related to inflation and developments in artificial intelligence (AI). Inflation is particularly significant because it influences the Federal Reserve's monetary policy decisions...

May 1, 2024 – Many investors are left wondering if the stock correction in April will be a short-term dip or correction. To understand if this is just a short-term dip or something more meaningful, we must look at the technical and fundamental backdrop...

Mar 4, 2024 – In this article I look at the conditions that often lead me to begin rebalancing portfolios such as overbought and diverging momentum, heavy call investing by small investors, defensive sectors on the rise, and waning breadth...

Feb 5, 2024 – In this article, I’ll cover some of the key stories of 2023 and then focus on the likelihood of a soft landing for the economy with a look at monetary policy, economic growth, the earnings outlook, and geopolitical risks...