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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: Paul   😊 😞
Number: of 6132 
Subject: Five emerging pillars of stock
Date: 05/31/25 12:44 PM
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There is a Marketwatch article quoting a portfolio manager Jim Paulsen. The article says there are 5 pillars of investing to be considered for future gains.

The 5 are:
(1) A Fed funds rate cut is supportive; (+14.6%)
(2) A declining 10-year Treasury yield is supportive; (+15%)
(3) A declining rate of CPI inflation is supportive; (+9.2%)
(4) Annual growth in the M2 money supply is supportive; (+12.9%) and,
(5) Increasing U.S. consumer confidence is supportive.(15.8)

He also states that if only one is supportive the return is (+1.3%), if two are in fav(+8.2) to a max of five (+16.3).

Link below
marketwatch.com - Stock bulls should resist exiting this market these five pillars of support are coming

Regards,
Paul
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