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The Beatings Will Continue Until Morale Improves

The Beatings Will Continue Until Morale Improves

March 17, 2025

Indices

  • Dow 41,888, -1,313 or -3.07%.
  • Nasdaq 17,754, -442 or -2.43%.
  • S&P 5,638,-132 or -2.29%.
  • MSCI EAFE2466.55, -29.18 or -1.17%.
  • USD10Y4.308%, -0.9bp or -0.21%.
  • WTI Crude $67.18/bbl+$0.13or +0.19%.

The Beatings Will Continue Until Morale Improve

The market sell off continued last week and even a 2% dead cat bounce on Friday couldn’t mask the wreckage. The lowlights included...

As we stated last week, we executed a rare mid-cycle rebalance to our portfolios to reduce risk. Equities were cut from overweight to equal weight vs our benchmark. We eliminated our dedicated technology allocation. Quality and factor allocations were increased to emphasize earnings, dividends and clean balance sheets. Finally, while decreasing our exposures to emerging markets, we increased our positions indeveloped international. Our fixed income allocation remained unchanged.

The UpcomingWeek: Mar 17Mar 21

Earnings laggards continue to report with FedEx, homebuilder Lennar, Micron Technology, Super Micro Computer and Carnival Cruises on the calendar. Economic data includes U.S. Retail Sales on Monday, the Federal Reserve’s interest rate decision (the market expects rates to remain unchanged) on Wednesday, and U.S. Leading Economic Indicators on Thursday.

Economic Calendar

  • MondayFebruary U.S. Retail Sales.Earnings: N/A.
  • TuesdayN/A. Earnings: N/A.
  • Wednesday FOMC Interest Rate Decision, Fed Chair Powell Press Conference. Earnings: Super Micro Computer (SMCI).
  • Thursday – Initial Jobless Claims.February U.S. Leading Economic Indicators. Earnings: FedEx (FDX), Lennar (LEN), Micron Technology (MU).
  • Friday N/A. Earnings: Carnival Cruises (CCL).

If you know of any friends or family members who could benefit from our services and these types of communiques, we are accepting new clients and offer a complimentary one-hour review.

Disclaimer: This is not a recommendation to buy or sell any of the securities listed above. I personally, or a family member whose account I control, have positions in the following securities/assets...Bitcoin, Ethereum, Solana, ACHR, BITB, NVDA, and RIVN.