Market Commentary

Stay informed with timely insights from the Potomac Research Team. Our Weekly Market Commentary offers concise, expert analysis of key market updates.

• Turn of the Month Effect 
• Zooming Out
• We Made It
• And With That, the 2024 Season Comes to a Close
• K.I.S.S
• And Just Like That, Breadth Improvement
• Signs of Life
• It’s Not Just a Growth Story
• You Were Always on My Mind!
• Well, That's Different
• Income Plus Strategy Deck
• Stocks Are Not the Problem… Rates Could Be
• Here is What to Watch
• Catalyst?
• Follow Prices, Not Fed Speakers
• Why Argue? Confirmed Highs Are Bullish
• Bent? Yes. Broken? No
• Do or Die Time?
• Growth
• The Dash for Trash
• Your Privacy
• Some Warning Signs
• Time to Kill the Traditional Stock Bond Portfolio?
• Something for Everyone
• Chop’t is Not Just for Salads
• Things Are Probably OK!
• Which Is It?
• Dow Divergence
• Fact Sheets & Due Diligence Info
• Bull Bear Strategy Deck
• Maximum Drawdown
• Just the Facts
• Bonds, U.S. Bonds
• Navigrowth Strategy Deck
• The Shift
• You Have to Look Under the Surface
• Dare I Say It?
• If Santa Claus Should Fail to Call…
• Getting the Best of It
• A Big Week for Breadth
• The Bulls Are Thankful
• Guardian Strategy Deck
• Some Dents
• Listening to the Message of the Market
• Red Flags
• This is an Important Week
• About Potomac: Conquering Risk
• Now It’s Time for the Big Show
• All Clear?
• Something is Not Right
• If I Wanted to Make a Bearish Case
• Notification Settings
• Time for a Q&A Session
• It’s Not All Tech All the Time
• The Bond Market Calls the Fed
• It’s Entitled to a Rest
• The Defense is on the Field
• Shall We Dance
• We Just Focus on the Data
• Bulls Get What They Need
• Soft Landing Confirmed?
• Take the tour!
• Unconfirmed Highs
• Who Has the Burden of Proof?
• Barbells are Not Just for the Gym
• Strong Sell-Off from Confirmed Highs? Blame Japan
• Now What?
• Isn’t This What Everyone Wanted?
• We Just Focus on the Data – Tariff Edition
• Pretty Decisive
• Who Do You Believe?
• The Bonds That Keep Us Together
• The Tide Has Turned
• The Un-Inversion
• The Fixed Income Regime Shift?
• Stagflation
• Regime Change
• Helpful tips/What to expect
• Understanding Correlation
• But Did You Test It?
• I Don't Know...
• The “Buy The Dippers” Win Again
• Data > Feelings. Get Bulled Up!