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State of the market – May 3, 2023

by: David Cross, CPM® ,CDFA®, CRPC® Exactly 1 year ago, the Dow Jones Industrial Average was at 34,049. As of…

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State of the Market – August 19, 2021

Last February we correctly estimated that the Dow Jones Industrial Average was severely undervalued and posted our forecast that the Dow…

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Dow Jones Industrial Average Update

Our latest assessment of the 1 year and 3 to 5-year potential return for the Dow Jones Industrial Average: The…

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USAM Daily Risk Analyzer

We have and continue to be long-term investors with an eye on where we think stock prices could be in…

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Dividend Stocks for Income

We are living in the era of the lowest interest rates in recent history.  Not since the 1950’s have interest…

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The GameStop Debacle Explained

I have had a lot of questions lately about what is going on with GameStop and what is causing the…

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2020 Pre-Election Market Update

We’ve had several requests for our thoughts on the market and how the upcoming election, the President’s health, Covid spread,…

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A Surprising Investing Lesson from the Great Depression

I believe the Pandemic of 2020 will go down in history as a first ever economic event in the sense…

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Important Market Update – 3/9/2020

I really don’t like writing updates like this but I feel like it is an efficient way for me to…

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USAM Dow Jones Industrial Average Target

February 28, 2020 The US stock market has fallen rapidly in response to investors seeking to reduce risk in the…

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Tracking Money Flows

Over the last 12 months, investors have continued to sell stocks and buy bonds with $171 billion leaving stocks and…

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We have extensive experience in these areas and we work with some excellent legal and accounting [financial advisors in Duluth, GA].

Risks and Opportunities – 2020 – part 2

As I mentioned in the last article, we see limited upside potential for US stocks in 2020.  Our estimate of…

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Risks and Opportunities – 2020

Investment markets in the US performed well in 2019, but investing hasn’t been nearly as easy for stock pickers unless…

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Is the Next Major Stock Market Decline Looming?

Portfolio Insights Financial market commentators seem to change their minds daily about the outlook for the stock market.  One day…

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This isn’t your dad’s stock market any more

Lately, we have seen unprecedented volatility in the US stock market with swings in excess of a thousand points in…

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10th Market Update

The herd is jumping off the cliff  A large part of my job as a portfolio manager is to appraise…

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7th Market Update

Something interesting happened in the stock market last week called ROTATION. We saw the stock market pull back from it’s…

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6th Market Update 6-26

June 26, 2018 Yesterday, the stock market dropped over 400 points1 at the bottom as the market reacts to: President…

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Market Correction

Today the Dow Jones closed down 666 points or -2.54%.1 You will hear that this decline is the 3rd or…

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Dow 22,000

A common concern we hear from investors today is that there is limited upside to investing, and people are concerned…

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Dow 21,000 – What’s Next?

March 27, 2017 The U.S. Stock market has, let’s be honest here, soared since the election from just under 18,000…

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