David Moenning | TalkMarkets | Page 3

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
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33 to 48 of 495 Posts
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Things Are Starting To Break
Monday, October 3, 2022 12:02 PM EDT
Just about everywhere you look, markets are breaking down. Primarily on the back of the idea that a global recession is not fully baked into current prices.
In this article: SPX
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The Problem Is Obvious, But...
Monday, September 26, 2022 11:42 AM EDT
The bears are back and the summer rally that offered up the hope that we had seen the worst has been erased. Completely.
In this article: VUG, SPX, DJI, ARKK
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A Long Slog?
Monday, September 19, 2022 3:40 PM EDT
By now, probably every investor on the planet can likely recite the bear case. Inflation has remained sticky and does not appear to be transitory.
In this article: SPX
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Green Danger Ahead?
Monday, September 19, 2022 12:53 PM EDT
With the Inflation Reduction Act and the European Climate Law, the West is pushing to exit oil and natural gas to prevent severe climate change and reduce dependence on foreign suppliers.
In this article: QQQ, OIL, XLF, XLV, SPX, XLC
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No Pivot For You!
Monday, August 29, 2022 12:25 PM EDT
The Fed Chair didn't say anything new in his speech.
In this article: SPX
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New Bull Market? Or...
Monday, August 22, 2022 12:47 PM EDT
The question of the day is if the recent rebound in stocks represents the beginning of a new bull market - or - a run-of-the-mill bear market rally, which tends to occur from time to time during extended bearish cycles.
In this article: SPX
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The State Of The Markets
Monday, August 8, 2022 12:51 PM EDT
A look at what is going on in the stock and bond markets.
In this article: NDX, SPX
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GDP Getting Real
Monday, August 1, 2022 1:18 PM EDT
In the GDP report, there are actually two rates of growth provided, "real" and "nominal". Meaning, in simple terms, with and without inflation. And the difference between these two numbers really tells the story here.
In this article: SPX
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Keep It Out Of The Ditch
Monday, July 18, 2022 12:15 PM EDT
If and when we can get comfortable that the Fed isn't going to wreck the economy as they barrel down the rate hike road, then, and only then, can investors start to look ahead and buy with both hands.
In this article: SPX
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What Will It Take?
Monday, July 11, 2022 2:24 PM EDT
Stocks are starting the week on a weak note, basically following the leads from Europe and China. However, it is worth noting that the "action" has been improving of late.
In this article: SPX
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Some Good News To Consider
Tuesday, June 28, 2022 12:13 AM EDT
History suggests that the bottom may be very close at hand. And that from there, stocks will move higher in a stair-step fashion in the second half of the year.
In this article: SPX
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Hope The Seatbelts Work
Tuesday, June 21, 2022 1:16 PM EDT
We've known for a long time now that the rate of economic growth would "slow down". However, there is a massive difference between the rate of growth slowing from an unsustainably high rate and an actual economic slowdown.
In this article: SPX
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What Else Can Go Wrong?
Monday, June 6, 2022 1:04 PM EDT
The action in the stock market has been a bit schizophrenic of late. Up one day, down the next, with no follow-through seen in either direction.
In this article: NDX, SPX
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Closer To The End Than The Beginning?
Tuesday, May 24, 2022 1:14 PM EDT
It's a very busy time for anyone managing money in the markets. The stock market is in "growth scare" mode, and worries about recession have been surging.
In this article: TGT, WMT, ROST, SNAP, SPX
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Have Stocks Lost Touch With Reality?
Monday, May 16, 2022 12:13 PM EDT
With the S&P 500 having flirted with the bear market zone last week, it is easy to argue that the market is preparing for/pricing in a recession in the USA.
In this article: SPX
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The Changing Narrative
Monday, May 9, 2022 9:19 AM EDT
Volatility appears to be the new normal for the calendar year 2022. Lest we forget, the new year began with the S&P 500 moving to a fresh all-time high.
In this article: SPX
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33 to 48 of 495 Posts
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