The Fund returned -0.20% versus -1.24% for the Lipper Balanced Fund Index for the quarter, and 9.56% since inception versus 6.97% for the index over the same period. Read more here.

With a loss of 4.5% during December, the Model Shadow Stock Portfolio ended 2024 in the red, down 4.7%. Market sentiment turned negative due to concerns over persistent inflation, high interest and ...

US stocks jumped at the open after consumer price data showed inflation continues to slow. Strong bank earnings also helped ...

Investors are coming off a strong session after a moderate improvement in core inflation in December’s consumer price index spurred a risk-on rally.

The S&P 500 jumped 1.8% on Wednesday, Jan. 15, as several financial firms reported solid results and a downtick in core ...

The U.S. stock market broadly climbed Wednesday, after the CPI inflation report spurred a drop in Treasury yields. The S&P 500 SPX closed 1.8% higher, while the Dow Jones Industrial Average DJIA ...

There's apparently a lot of anxiety surrounding Wednesday's CPI inflation report. Too hot and some fear benchmark Treasury yields could quickly approach the psychologically-significant 5% level and ...

The economic fundamentals of Wednesday's inflation report will doubtless impact stocks. But before that let's have a chartist view from BTIG's technical guru Jonathan Krinsky. He notes that the S&P 50 ...

The stock market may be moving toward an "opportunity zone," and strategists see a healthy correction coming that could set ...

The benchmark S&P 500 ( ^GSPC) popped more than 1.8%, while the Dow Jones Industrial Average ( ^DJI) rose more than 1.6%, or ...

The article discusses the impact of high treasury yields on the S&P 500, highlighting opportunities for patient investors ...

Stocks surged on Wednesday after the latest consumer price index report showed core inflation unexpectedly slowed in December ...