I am Executive Vice President and Chief Strategist for William O’Neil + Co., an independent advisory firm providing global buy and sell recommendations, independent research, and custom advisory to many of the world’s leading institutional investment managers. Previously I was
U.S. Market Seasonality
Through the bulk of the first half, the U.S. market has performed closely in line with its history in the first year of the presidential cycle.
USD Weakness
the U.S. Dollar Index has declined from a high in January from roughly 110 to 97 in April. Recently, it has risen slightly but remains near its 52-week lows.
Check-In On DeepSeek Sell-Off
The news of a large language model being developed (DeepSeek) for much cheaper than had been previous thought capable was released.
New Bull Market Or Bear Rally?
Historical Bull and Bear Setups The S&P 500 has had a strong rally from its April 7 intraday low of 4,835.
Q1 2025 Earnings Season Outlook
Interestingly, this is against a backdrop of expected sales and earnings growth for the rest of the year in U.S. stocks.