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.
Second Quarter 2026
INVESTMENT COMMENTARY & OutlookJuly 2026The second quarter was the best performing quarter for both the NASDAQ Composite and the S&P 500 in the past six years, so expectations remain very high since economic growth is clearly accelerating. Our favorite economist, Ed Yardeni, pointed out that we are in the midst of a FOMO (Fear of Missing Out) market and industry analysts are estimating that the S&P 500 will post 26.1% annual earnings growth for 2026 and 17.8% [...]
First Quarter 2026
INVESTMENT COMMENTARY & Outlook April 2026 Our growth portfolios got off to a great start in January and February as wave after wave of positive sales and earnings announcements propelled our fundamentally superior stocks higher. There was some consolidation in March due to the war with Iran, but before a ceasefire was announced, our growth portfolios resurged from quarter-end window dressing. I think it is fair to say that the excitement about the upcoming quarterly announcement [...]
Fourth Quarter 2025
INVESTMENT COMMENTARY & Outlook January 2026 Our growth portfolios are already off to a great start in 2026! As always, we are “locked and loaded” for another earnings announcement season. Our forecasted sales and earnings for our portfolios are available on the following links: https://navellier.com/sales-and-earnings-projections-large-cap/ https://navellier.com/sales-and-earnings-projections-small-to-mid/ https://navellier.com/sales-and-earnings-projections-all-cap/ https://navellier.com/sales-and-earnings-projections-mid-cap/ https://navellier.com/sales-and-earnings-projections-fundamental-a/ https://navellier.com/sales-and-earnings-projections-power-dividend/ https://navellier.com/sales-and-earnings-projections-vantage/ So far in January, there have been massive international surprises that should help to promote peace and prosperity around the world. President Trump’s international credibility [...]
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 [...]