covid-19 Archives - Sheaff Briefs

Sheaff Brock reviews, Democrat control of Congress, impact on stock market

29 Jan

The Direction of the Market—Debunking Popular Beliefs

It might seem the stuff of a Ripley’s Believe It or Not episode, but, over the past more than 70 years, both the stock market and the economy performed better under Democratic presidents than under Republican leadership. The score for the S&P 500? As Markets Insider chronicles, 10.8% to 5.6% in favor of Democrats. Oh, well, you might counter. The Great Recession and COVID-19, both of which occurred under Republican presidents, skewed the average downward for the Red team. Sorry, [...]

By Sheaff Briefs Editor Perspectives, Possibilities
"blue wave", Chief Investment Officer, CNBC, Congress, covid-19, Democratic presidents, House and Senate, LPL Financial, Markets Insider, Medicare, party control of the White House, recession, S&P 500, Sheaff Brock Managing Partner Dave Gilreath, Social Security, The Great Recession, White House Read more...

Sheaff Brock, great rotation, spinning top, bond holds shifting into stocks

22 Jun

Will a Great Rotation Make an Early Arrival? Is COVID-19 the Catalyst?

Months before COVID-19 had become the topic of everyday conversation, Marketwatch was talking about the arrival of a “Great Rotation” in 2020, anticipating the shifting of bond holdings into stocks. Now, a half year later, Bank of America agrees with that prognosis: “The stars have aligned for more stock gains,” BOA observes, with equities being the most attractively valued in decades as compared to bonds. For investors, the coming great rotation will be all about investment yield, explains Sheaff Brock Managing [...]

By Sheaff Briefs Editor Perspectives, Possibilities
10-year Treasury bonds, Bank of America, bond holdings, Coronavirus connection, covid-19, current yield, dividend yield, fixed-income investment, Great Rotation, interest rates, investment yield, MarketWatch, S&P 500, Sheaff Brock Managing Director Dave Gilreath, smartasset.com Read more...

Sheaff Brock looking at COVID-19 Rate of Change | woman looking at bad news on phone

27 May

News Bad; Market Strong? Pay Attention to the COVID-19 Rate of Change

It’s a puzzlement—how can the market be this strong when the news continues to be so bad? A certain calendar date may offer a clue. On March 23, 2020, two things happened. The COVID-19 death “rate of change” peaked, with a steady descent following. At the very same time, the stock market bottomed, then began a sustained rise. To be sure, the news continues to document a rising pandemic death toll. According to Johns Hopkins, on March 23rd the number of [...]