Quarterly Outlook Archive
Each quarter I prepare my thoughts on where the market has been and which factors are likely to have the biggest impact on investments in the coming three months.
Third Quarter 2025
INVESTMENT COMMENTARY & OutlookOctober 2025Our growth portfolios continued to perform exceptionally well in the third quarter, despite the fact that August and September are seasonally weak months. The fourth quarter is a seasonally strong period and we are expecting an “early January effect” for small-to-mid capitalization stocks. As always, we are “locked and loaded” for another earnings announcement season. Our forecasted sales and earnings for our portfolios are available on our website at the address below:https://navellier.com/sales-and-earnings-projections/Due to [...]
Second Quarter 2025
INVESTMENT COMMENTARY & Outlook July 2025 Our growth portfolios exploded to the upside in the second quarter. The stock market reversal that commenced on Wednesday, April 9th, after President Trump on Truth Social said: “This is a great time to buy!” has been historic. Louis Navellier had Bespoke’s Paul Hickey as a guest on Navellier Market Buzz, who pointed out that such dramatic 20% reversals are rare and have only ever happened four times, but when [...]
First Quarter 2025
INVESTMENT COMMENTARY & Outlook April 2025 We are immensely proud that our dividend and growth stocks posted strong fourth-quarter sales and earnings results. In fact, the sales and earnings growth for the S&P 500 were the strongest in the past few years, plus the S&P 500 is forecasted to continue to post earnings in excess of 10% for the remainder of the year. However, the sales and earnings forecasts for our dividend and growth stocks remain [...]
Fourth Quarter 2024
INVESTMENT COMMENTARY & Outlook January 2025 We are proud with our performance in 2024 and are expecting a strong start to 2025. One reason is that the S&P 500 forecasted earnings are reaccelerating and a lot of stimuli from Trump 2.0 is anticipated. The manufacturing sector, which has contracted for 25 of the past 26 months, according to the Institute of Supply Management (ISM), showed some signs of life in December when the ISM new orders [...]
Third Quarter 2024
INVESTMENT COMMENTARY & Outlook October 2024 There have been a few October surprises. First, the tension in the Middle East exploded after Iran launched approximately 200 missiles into Israel that were successfully intercepted, but now the world is waiting to see how Israel will respond. Second, Florida Governor Ron DeSantis said that the damages from Hurricane Milton avoided a “worst case scenario,” despite the fact that Siesta Key, Sarasota and the Tampa baseball stadium sustained severe [...]
Second Quarter 2024
INVESTMENT COMMENTARY & Outlook July 2024 The Wall Street hates uncertainty and fortunately, all of a sudden, everything is now much more certain. The Fed will be following other major central banks and cutting key interest rates no later than September 18th. Economic incentives are expected to be passed in Europe. The U.S. dollar has been amazingly strong, since the U.S. is expected to lead a worldwide economic recovery. A strong U.S. dollar can hinder multinational [...]