Posts

• Stock Market Outlook for August 21, 2026
  

  Manufacturers are extremely optimistic and this has important implications for portfolio positioning.

• Stock Market Outlook for August 20, 2026
  

  Falling yields at the long end of the treasury curve juicing some reliable seasonal trades for this time of year, while leading to upside exhaustion in another.

• Stock Market Outlook for August 19, 2026
  

  The fundamentals to the AI trade remain strong, but rates are a pressure point.

• Stock Market Outlook for August 18, 2026
  

  The entire AI trade is waking up again.

• Stock Market Outlook for August 17, 2026
  

  Consumer not as weak in July as what the headlines suggest.

Disclaimer:

Jon Vialoux is a registered Associate Portfolio Manager at CastleMoore Inc. Comments and opinions offered in this website are for information only. They should not be considered as advice to purchase or to sell mentioned securities. Data offered in this report is believed to be accurate, but is not guaranteed.

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