Posts

• Stock Market Outlook for March 19, 2026
  

  Inflation hedges continue to add alpha to portfolios, but we continue to seek an opportunity to rotate to higher yielding assets when the timing is appropriate.

• Stock Market Outlook for March 18, 2026
  

  The latest read of Industrial Production in the US attests that the Manufacturing Renaissance into the spring is real, enticing exposure in portfolios to the groups that are exposed.

• Stock Market Outlook for March 17, 2026
  

  Market needs to hold Monday’s upside gap to allow the normal seasonal rise in stocks to proceed from here.

• Stock Market Outlook for March 16, 2026
  

  On the lookout for the metrics that would entice us to ramp up risk in portfolios, as is typically appropriate heading into the end of March and through the month of April.

• Stock Market Outlook for March 13, 2026
  

  We added to our Energy exposure during this seasonally strong time of year for the commodities and the stocks.

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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