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12:00 Tuesday #311 - 10/27/2026
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com THE BIG PICTURE - STOCK MARKET RATING … · Bullish/Bearish Rating: 7.0 (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). · Market/Economic Condition: Normal market, except financials, defense, technology · Outlook: Conditions are deteriorating but are attempting a rebound Voting in the early election is underway, and results are expected soon. All this past week, we have seen pronounced vola

Robert Holman - The Defensive Advisor
5 days ago2 min read


12:00 TUESDAY #310 – 10/13/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com THE BIG PICTURE - STOCK MARKET RATING … · Bullish/Bearish Rating: 7.0 (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). · Market/Economic Condition: Normal market, except financials, defense, technology · Outlook: Conditions are deteriorating but are attempting a rebound With the elections only a few weeks away, Wall Street’s attention has shifted to corporate earnings—and for good reason. Wi

Robert Holman - The Defensive Advisor
Oct 132 min read


12:00 TUESDAY #309 – 10/6/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 7.0 (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). Market/Economic Condition: Normal market, except defense, technology Outlook: Conditions are deteriorating but are attempting a rebound In the 4-to-5-week period before the national and local elections, it seems like this would be a quiet period with no major developments to cause e

Robert Holman - The Defensive Advisor
Oct 62 min read


12:00 TUESDAY #308 – 9/29/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 7.0 (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). Market/Economic Condition: Normal market, except for military, technology Outlook: Conditions were deteriorating but have attempted a rebuild The market liked the Federal Reserve 0.25% rate hike, believing it will help control inflation. Tensions with Iran are somewhat diminished for

Robert Holman - The Defensive Advisor
Sep 292 min read


12:00 TUESDAY #307 – 9/22/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 7.0 (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). Market/Economic Condition: Normal market, except for military, technology Outlook: Conditions were deteriorating but have attempted a rebuild The market accepted the Federal Reserve hike in it’s discount rate very well, and tensions with Iran are somewhat diminished for now (although

Robert Holman - The Defensive Advisor
Sep 232 min read


12:00 TUESDAY #306 – 9/15/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 6.5 (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). Market/Economic Condition: Normal market, except for technology Outlook: Deteriorating Conditions 2026 SUMMARY This week has started out negatively, as seemed likely from the price action last week. The 10-year Treasury yield has crossed 5.0% which is very unfavorable. This means li

Robert Holman - The Defensive Advisor
Sep 152 min read


12:00 TUESDAY #305 – 9/8/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 7.5 (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). Market/Economic Condition: Normal market, except for technology Outlook: Expecting steady improvement It’s the first day back from the Lavor Day holiday, and almost predictably, the market is down today. Gold and bitcoin are down a bit, crude oil and the 10-year yield are up a bit,

Robert Holman - The Defensive Advisor
Sep 82 min read


12:00 TUESDAY #304 – 9/1/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 7.5 = bullish (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). Market/Economic Condition: Normal market, except for technology Outlook: Expecting steady improvement 2026 SUMMARY We became neutral on the market when we issued a 5.0 rating on January 26, 2026. From that time until we turned bullish on April 13, the DJIA declined -2.0%,

Robert Holman - The Defensive Advisor
Sep 12 min read


12:00 TUESDAY #303 – 8/25/26
We tuned bullish in our Tuesday, April 13 Blog and since then the DJIA has risen 10.8%, the S&P 500 has risen 12.3%, and the NASDAQ 100 Index has risen 14.3%.

Robert Holman - The Defensive Advisor
Aug 252 min read


12:00 TUESDAY #302 – 8/18/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … · Bullish/Bearish Rating: 7.5 = bullish (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). · Market/Economic Condition: Normal market, except for technology · Outlook: Expecting steady improvement We became bullish in our April 13 Blog and since then the Dow Jones Industrial Average has risen 10.4%, the S&P 500 has risen 12.5%, and the NASDAQ 100 Index has

Robert Holman - The Defensive Advisor
Aug 182 min read


12:00 TUESDAY #301 – 8/11/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … · Bullish/Bearish Rating: 7.5 = bullish (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). · Market/Economic Condition: Normal market, except for technology · Outlook: Expecting steady improvement We celebrate our 6th year of publishing 12:00 Tuesday Investment Insights. The market has put in lots of up and down days since late February, but progress is

Robert Holman - The Defensive Advisor
Aug 112 min read


12:00 TUESDAY #300 – 8/4/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … · Bullish/Bearish Rating: 7.5 = bullish (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). · Market/Economic Condition: Normal market, except for technology · Outlook: Expecting steady improvement Although the market gets knocked down from the Iran war, or oil prices, or inflation, or interest rates, it just keeps on keeping on and is now at new high groun

Robert Holman - The Defensive Advisor
Aug 32 min read


12:00 TUESDAY #299 – 7/28/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … · Bullish/Bearish Rating: 7.5 = bullish (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). · Market/Economic Condition: Normal market, except for technology · Outlook: Expecting steady improvement I’m maintaining my market rating at 7.5, which is moderately bullish. Earnings have been good so far and the market inevitably follows earnings. More destruc

Robert Holman - The Defensive Advisor
Jul 282 min read


12:00 TUESDAY #298 – 7/21/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … · Bullish/Bearish Rating: 7.5 = bullish (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). · Market/Economic Condition: Normal market, except for technology · Outlook: Expecting steady improvement I’m maintaining my market rating at 7.5, which is moderately bullish. Earnings have been good so far and today kicks-off a week of tech earnings releases, incl

Robert Holman - The Defensive Advisor
Jul 212 min read


12:00 TUESDAY #297 – 7/14/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 7.5 = bullish (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). Market/Economic Condition: Normal market, except for technology Outlook: Expecting steady improvement I’m maintaining my market rating at 7.5, which is moderately bullish. Not much new to report except for the Iran situation. The war with Iran has picked up, and bombing

Robert Holman - The Defensive Advisor
Jul 142 min read


12:00 TUESDAY #296 – 7/7/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 7.5 = bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, except for technology Outlook: Expecting steady improvement I’m maintaining my market rating at 7.5, which is moderately bullish. The DJI 30 continues to rise, while the S&P 500 and the NASDAQ 100 are moving sideways. After pe

Robert Holman - The Defensive Advisor
Jul 72 min read


12:00 TUESDAY #295 – 6/30/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 7.5 = bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, except for technology Outlook: Expecting steady improvement I’m maintaining my market rating at 7.5, which is moderately bullish. As Gold continues lower, the primary cause seems to be expectations for higher interest rates, result

Robert Holman - The Defensive Advisor
Jun 302 min read


12:00 TUESDAY #294 – 6/23/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 7.5 = bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, except for technology Outlook: Expecting slow improvement I’m maintaining my market rating at 7.5, which is moderately bullish. As we see from today’s action, volatility is a continuing recurrence. Iran-related tensions seem to be

Robert Holman - The Defensive Advisor
Jun 232 min read


12:00 TUESDAY #293 – 6/16/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 7.5 = bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, except for technology Outlook: Expecting slow improvement I’ve raised my assessment of market conditions to 7.5, after lowering it last week from 6.5 to 6.0 (out of an of caution re: so many uncertainties) to reflect where we stand

Robert Holman - The Defensive Advisor
Jun 162 min read


12:00 TUESDAY #291 – 6/9/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 6.0 = bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, economic data improving Outlook: Expecting slow improvement Monday’s rally following Friday’s selloff was very encouraging for bulls, as almost all lost ground was recovered. Today’s selloff is another attempt by the bears to bring

Robert Holman - The Defensive Advisor
Jun 92 min read
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