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IMPORTANT - TAKE NOTE of THIS 12:00 TUESDAY – #289 – 5/26/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 6.5 = bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, economic data improving Outlook: Expecting slow improvement Over the weekend, the TV show 60 Minutes, Leslie Stahl interviewed Andrew Ross Sorkin, updating an earlier interview first conducted in October 2025, regarding his new book

Robert Holman - The Defensive Advisor
May 262 min read


12:00 TUESDAY – #288 – 5/19/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 6.5 = bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, economic data mixed Outlook: Expecting slow improvement Once again, the market continues to be quite volatile – a few good days followed by a few bad days. Oil prices and interest rates continue pushing the market either up or down

Robert Holman - The Defensive Advisor
May 192 min read


12:00 TUESDAY – #287 – 5/12/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® | www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 6.5 = bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, economic data improving Outlook: Expecting slow improvement The market continues to be quite volatile. Higher oil prices continue to send the market down and lower oil prices lead to a higher market. I’m looking for the market t

Robert Holman - The Defensive Advisor
May 121 min read


12:00 TUESDAY – #286 – 5/5/26
INVESTMENT INSIGHTS by Robert Holman, CFA CFP® | www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 6.5 = bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, economic data improving Outlook: Have reinvested sidelined cash, expecting slow improvement The market continues to be quite volatile. From these levels, higher oil prices send the market down, and lower oil prices lead to a high

Robert Holman - The Defensive Advisor
May 52 min read


12:00 TUESDAY – #285 – 4/28/26
INVESTING INSIGHTS by Robert Holman, CFA CFP® www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 6.5 = bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, possibly a declining economy Outlook: Precarious, reinvesting sidelined cash, “negatives” at the doorstep Our market rating is once again bullish with a 6.5 score. We are fully invested and no longer hold bearish positions. For a

Robert Holman - The Defensive Advisor
Apr 282 min read


12:00 TUESDAY – Investing Insights #284 – 4/21/26
logo by Robert Holman, CFA CFP ® | www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 6.5 = bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, possibly a declining economy Outlook: Precarious, reinvesting sidelined cash, “negatives” at the doorstep Our market rating is once again bullish with a slight elevation to a 6.5 score. It’s hard to give anything higher when the economy is

Robert Holman - The Defensive Advisor
Apr 212 min read


12:00 TUESDAY – Investing Insights #283 – 4/14/26
HWM logo 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, possibly a declining economy Outlook: P recarious, reinvesting sidelined cash, “negatives” at the doorstep Our market rating is once again bullish with a 6.0 rating. It’s hard to give anything higher when the economy is giving indicati

Robert Holman - The Defensive Advisor
Apr 142 min read


12:00 TUESDAY – Investing Insights #282 – 4/7/26
by Robert Holman, CFA CFP ® | www.DefensiveAdvisor.com Updated to correct the date and edition number in the heading, and one typo in the body STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 4.0 = bearish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, start of a declining economy Outlook: Selectively reinvesting sidelined cash, guarded and wary It seems like the pundits all believe President Trump will giv

Robert Holman - The Defensive Advisor
Apr 72 min read


12:00 TUESDAY – Investing Insights #281 – 3/31/26
by Robert Holman, CFA CFP ® | www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 4.5 = bearish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Hopeful market, start of a declining economy Outlook: Selectively reinvesting sidelined cash, guarded and wary It seems like the market wants to rally – I’ve heard it called the market is on “hope-ium”. The President speaks as though the war will be over soon

Robert Holman - The Defensive Advisor
Mar 312 min read


STOCK MARKET RATING: THE BIG PICTURE
Bullish/Bearish Rating: 5 = neutral (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, approaching a peaking economy. Outlook: Selectively reinvesting sidelined cash, guarded and wary. Current Market Insights The military action against Iran seems to be winding down. Historically, markets tend to rise by an average of 12% in the year following the cessation of hostilities. It feels like the market is poised for a rally. However, a

Robert Holman - The Defensive Advisor
Mar 172 min read


12:00 TUESDAY – Investing Insights #278 – 3/10/26
by Robert Holman, CFA CFP ® | www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 5 = neutral (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, approaching a peaking economy Outlook: Selectively reinvesting sidelined cash, guarded and wary The military action against Iran appears to be ending as quickly as it began. Experience has shown that, on average, markets are 12% higher in the next

Robert Holman - The Defensive Advisor
Mar 102 min read


12:00 TUESDAY – Investing Insights #277 – 3/3/26
by Robert Holman, CFA CFP © | www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 5 = neutral (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, approaching a peaking economy Outlook: Selectively reinvesting sidelined cash, guarded and wary Well, one big potential negative has become a reality. Israel and the U.S. are eliminating Iranian leadership. Experienced expert investors say

Robert Holman - The Defensive Advisor
Mar 32 min read


12:00 TUESDAY – Investing Insights #276 – 2/24/26
logo by Robert Holman, CFA CFP © | www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … Bullish/Bearish Rating: 5 = neutral (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). Market/Economic Condition: Normal market, approaching a peaking economy Outlook: Selectively reinvesting sidelined cash, guarded and wary Again, I don’t feel that much of anything has changed. Here’s why. The Supreme Court decision that struck down use of emergency powers to levy

Robert Holman - The Defensive Advisor
Feb 242 min read


12:00 TUESDAY – Investing Insights #275 – 2/17/26
Current market conditions

Robert Holman - The Defensive Advisor
Feb 172 min read


Expert Strategies for Preserving Capital Effectively
When it comes to managing your wealth, preserving your capital is just as important as growing it. You want to make sure your hard-earned money stays safe, especially during uncertain market times. But how do you do that without missing out on opportunities for growth? That’s where expert strategies for preserving capital effectively come into play. I’m here to walk you through practical, actionable steps that can help you protect your investments while still aiming for finan

Robert Holman - The Defensive Advisor
Feb 94 min read


12:00 TUESDAY – Investing Insights #274 – 2/3/26
by Robert Holman, CFA CFP © | www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … · Bullish/Bearish Rating: 5 = neutral (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). · Market/Economic Condition: Normal market, approaching a peaking economy · Outlook: Selectively reinvesting sidelined cash, optimistic but still wary I’ve shifted back to a weekly blog – it’s better for my readers and it’s better for me. Not a lot of change,

Robert Holman - The Defensive Advisor
Feb 32 min read


12:00 TUESDAY – Investing Insights #273 – 1/27/26
A quick read for investing insights that rank the market, economy and outlook

Robert Holman - The Defensive Advisor
Jan 272 min read


12:00 TUESDAY – Investing Insights #272 – 1/20/26
I’ve changed my rating to neutral pending ...

Robert Holman - The Defensive Advisor
Jan 202 min read


12:00 TUESDAY – Investing Insights #271 – 1/13/26
by Robert Holman, CFA CFP © | www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … · Bullish/Bearish Rating: 7 = Bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). · Market/Economic Condition: Normal market, approaching a peaking economy · Outlook: Reinvesting sidelined cash, optimistic but still wary I’m shifting back to a weekly blog – it’s better for my readers and a better discipline for me. The President is very

Robert Holman - The Defensive Advisor
Jan 132 min read


12:00 TUESDAY – Investing Insights #270 – 1/6/26
by Robert Holman, CFA CFP © | www.DefensiveAdvisor.com STOCK MARKET RATING (THE BIG PICTURE) … · Bullish/Bearish Rating: 7 = Bullish (1 - 4 is bearish, 5 is neutral, 5 - 9 is bullish). · Market/Economic Condition: Normal market, a peaking economy · Outlook: Reinvesting sidelined cash, optimistic but still wary RATING: 7 . I’ve pushed my rating up to a bullish 7.0. WOW! What an amazing first two days for the market. Most experts still se

Robert Holman - The Defensive Advisor
Jan 62 min read
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