4 reasons to start buying the August stock-market weakness — and what to buy

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The current pullback is just a healthy correction in a bull market.

It’s time to start buying the August stock-market weakness. But keep some purchasing power on hand to take advantage of weaker prices ahead.

However, these worries are unfounded, says Ed Yardeni of Yardeni Research. Inflation is actually pretty tame by now. Yardeni points out that excluding rising rents, the consumer-price index and core CPI are 2% and 2.5%. “What am I missing, exactly?” he asks. Like the technicians below, Yardeni thinks that the stock market may have more downside. He suggests the S&P 500 SPX could pull back to its 200-day average, which is around 4,150.

Near-term, Howard thinks stocks could remain weak ahead of The Jackson Hole Economic Policy Symposium, where Fed chair Jerome Powell will speak on Aug. 25, and put in a base after that before moving higher. Like Acampora, technician Larry Williams isn’t buying the pullback just yet. Williams, who melds historical market cycles to create an aggregate cycle that he thinks has predictive capabilities, expects the market to bottom around Sept. 11 or 12. “I think we finish the year very strong. The purveyors of pessimism will one more time bite the dust.”I follow insider buying on a daily basis to get insights on companies, sectors, and the market overall.

 

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