Chief Investment Officer at Sowell Management Services

Sowell Management is a privately held, independent RIA firm providing customized, modern portfolio strategies and back office solutions to financial advisors.

ALL CONTRIBUTIONS

Time For A Reality Check?
Apple's warning on revenues due to supply chain interruptions and demand issues in China appears to have created a bit of a reality check for the stock market.
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Positives Outweighing Negatives (For Now)
The question now appears to be, will the bulls be able to break on through to the other side and begin a new leg higher? Or will investors get a reality check and be stuck with a range-bound market for a spell?
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This Is The Dip
The excuse du jour for the current pullback/correction/sloppy period is clearly the Coronavirus. But in reality, it could have been anything.
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Stocks Catching Cold Or Something Worse?
From the stock market's perspective, the key concern on the Coronavirus front has to do with the potential impact on global economic growth. China's economic growth in particular.
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What Do The Cycles Say About 2020?
A look at this year's projection from the cycle composite.
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Modeling 2020 Expectations (Just For Fun)
My "just for fun", model-based guesstimate for the S&P 500 in 2020 is 12.0%. This would put the close next New Year's Eve at 3618.47.
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Comments

Latest Comments
Quick Take: Confidence Abounds
3 years ago

The trend is your friend! So, yes, the bulls are in control. However, things are getting a bit stretched to the upside at this time.

1 to 1 of 1 comments

STOCKS I FOLLOW

AAPL Apple Inc.
AGG iShares Trust - iShares Core U.S. Aggregate Bond ETF
BAC Bank of America Corporation
DIA SPDR Dow Jones Industrial Average
EEM iShares MSCI Emerging Markets Index
FXI iShares China Large-Cap
GLD SPDR Gold Trust ETF
GS Goldman Sachs Group Inc.
SPY SPDR S&P 500
TIPZ PIMCO ETF Trust
USO United States Oil Fund, LP
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Work Experience

Chief Investment Officer
Sowell Management Services
March 2015 - Present (5 years)

Education

Northern Illinois University
BS
1976 / 1980
Economics, Computer Science

Publications