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Phil McAvoy

Phil McAvoy is the founder of the Beyond Buy & Hold newsletter and a successful hedge fund manager (the Norwood Equity fund).  A dissatisfaction with the status quo and an unwillingness to accept that “Buy and Hold” is the best that the investment industry has to offer led to the creation of the proprietary strategy and the algorithms used in the Beyond Buy & Hold investing system. 

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A NEW WEEKLY NEWSLETTER

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YOU'LL RECEIVE:
 

  • Alerts Before Bear Markets Strike
     

  • Alerts Before Bull Markets are About to Run
     

  • Weekly Stock Market Risk Assessments
     

  • Training on How to Interpret and Respond to the Signals.

STOCK MARKET RECAP FEBRUARY 2025

The stock market has continued its winning streak in 2025.  Through Friday February 14th, the S&P 500 is up 4.1% year-to-date, the Nasdaq is up 3.7% and the Russell 2000 is up 2.3%.

 

The chart below shows us how all three indices have steadily climbed since the beginning of 2024.  After very strong growth in 2023 and 2024, it is encouraging to see 2025 off to such a strong start.  The Russell 2000 (small cap stocks) continues to underperform against the large cap indices. 



 The big stories going forward will be the tariff situation, the concerns about increasing inflation and signs of slowing growth.  The threat of a recession is still not off the table.  The market is still betting on a soft landing

 

The overvalued stock market situation will cause more volatility with any bad news.  Our stock market valuation indicator currently has the S&P 500 overvalued by about 18%.  If corporate profit growth accelerates, valuations will return to more normal levels.  Any bad news about corporate earnings will lead to decreasing stock prices.  Earnings expectations for 2025 are above average.

 

The most recent inflation report for January was not great.  Inflation ticked up slightly.  Long term interest rates have been holding steady for a while now.  The Fed is not expected to lower rates significantly in 2025.

 

We will continue to ignore our emotions and stick to what our models are telling us.  You, too, should stick to your long-term strategy.



Stay Disciplined My Friends,


Phil McAvoy


 

Disclaimers The Beyond Buy & Hold newsletter is published and provided for informational and entertainment purposes only. We are not advising, and will not advise you personally, concerning the nature, potential, value, or suitability of any particular security, portfolio of securities, transaction, investment strategy or other matter. Beyond Buy & Hold recommends you consult a licensed or registered professional before making any investment decision.


Investing in the financial products discussed in the Newsletter involves risk. Trading in such securities can result in immediate and substantial losses of the capital invested. Past performance is not necessarily indicative of future results. Actual results will vary widely given a variety of factors such as experience, skill, risk mitigation practices, and market dynamics.


 

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