Craig R. Cutler,CFP® @CutlerFinancial
Wealth Manager CERTIFIED FINANCIAL PLANNER™ Securities offered through LPL Financial, Member SIPC https://t.co/LcTrDhOHB5. cutlerwealth.com Ramsey, NJ Joined November 2012-
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There have been 29 years since the S&P 500 began in 1957 where the highest point of the 1st half of the year occurred in June. This year is the 30th. Want to guess how many times, of the 29, it went on to set at least one more new high during the 2nd half? All of them.
In my opinion, this is the most compelling chart for being a stock market investor. Over the last 50 years: -US Inflation: up 6x -US Treasury Bills: up 8x -S&P 500 total return: up 271x Over the long run, stocks trounce inflation and protect your purchasing power.
@RyanDetrick @LPL @jbuchbinder_LPL We miss you
@JC_ParetsX Because the committee kicked out Exxon and replaced it with salesforce
Earnings boom really accelerating. Forward estimates now up >25% YOY. Passing through the first part of Q1 reporting, forward estimates are leveling up. Updated chart below...Unprecedented.
A historic earnings boom is developing. Estimates growing faster than they did in the mid-90s or late internet bubble years. Only covid recovery period saw a greater inflection. This boom is unique b/c it is not coming off an EPS drawdown (recovery).
@ai_rohitt As a CFP with 20 years advising experience, I use Claude everyday. Very helpful but please be careful as I find errors daily
@RyanDetrick @CNBC Much deserved! Congratulations
S&P 500 total returns from: Liberation Day bottom +41% Inflation bottom +104% Covid bottom +238% Euro crisis bottom +715% GFC bottom +1292% awealthofcommonsense.com/2026/04/tops-a…
@StockSavvyShay @fiscal_ai I'm a shareholder. Out of favor. Inflationary environment, investors want cash flow, and return of capital now not in 10 years
The S&P 500 is now down 7.6% from its January peak. Is that a lot? Not at all. This is right in line with the median correction off an all-time high since the March 2009 low. We see a decline of this amount or more during most calendar years. That's the price of admission.
The S&P 500 is in the midst of the first 5% mild correction since November (-5.1%). We tend to see three of these a year on average. They aren't fun, but they are a necessary part to investing.
@aakashgupta If I create my own index, as you suggest, won't I be subject to taxation every time I rebalance? If so, the ETF structure has major tax advantages
@sockibomb13 Once they made it part of the casino, (futures, hedge funds, ETF), a lot of the attractiveness was lost.
Sitting in cash is the opposite of investing, and invites long-term, dramatic underperformance. Holding cash is basically begging the Fed and Congress to light your money on fire via inflation.
@wesbury Not a properly diversified portfolio
Here's a list of major geopolitical events since WWII. Up a median of 5% six months later. All of them felt really bad at the time.
A PICTURE WORTH A THOUSAND WORDS. Team USA honored Johnny Gaudreau by bringing his 2 kids out to the ice and holding his jersey up for a picture after winning the God Medal. Johnny and his brother Matthew were killed by a drunk driver in 2024, which kept him off the ice today. What an incredible tribute that his family will never forget. This is BIGGER THAN HOCKEY.
In secular bull markets we tend to see this. The good news is this bull market isn't over.
More stocks on the New York Stock Exchange hit new 52-week highs today than at any point since 2024. The NYSE Advance-Decline Line closed at an all-time high. The Dow Jones Industrial Avg and the equally weighted S&P500 both finished at fresh record highs. What else do you want?
"So goes January, so goes the year." History shows that when the S&P 500 finishes January in the green, the next 11 months are higher 86.7% of the time with an average return of 12.2%. 🚀 Check out the "January Barometer" stats below. Is the bull market just getting started?
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