Category Archives: Market Insight

4th Qtr Portfolio & Market Observations 2020

The year of 2020 is mercifully behind us. It was a truly extraordinary year for the entire world and even more so for financial markets. The year started with the impeachment of an American President, followed by a pandemic that infected millions all over the world, a global recession which this pandemic caused, a bear
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3rd Qtr Portfolio & Market Observations 2020

The third quarter of a rather eventful 2020 saw the stock market’s continued recovery from the March lows earlier in the year. Equities climbed higher, with the broad U.S. indices soaring to new all-time highs before paring back some gains in September. Overall, it was the second consecutive quarter of notable market advances. Both the
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2nd Qtr Portfolio & Market Observations 2020

When the second quarter began, the stock market was just beginning to recover from one of the worst and quickest declines in history. By the end of June, U.S. stocks registered healthy gains, closing out a more upbeat quarter that saw strong advances across all equity markets. The S&P 500 Index posted its best quarter
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1st Qtr Portfolio & Market Observations 2020

Global stock prices suffered a sharp first quarter fall as the COVID-19 pandemic triggered a global economic shutdown. This pandemic-driven selloff, heightened by turmoil in the global oil markets, was unprecedented in its speed and severity. From February 19th to March 23rd, the U.S. stock market lost over 30% of its value. The Dow Jones
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4th Qtr Portfolio & Market Observations 2019

2019 turned out to be a good year for the U.S. economy and an excellent one for investment returns with stocks bouncing back from a difficult 2018. From the beginning of the year, January’s rally helped set the tone in which the market responded to every downturn with a more sustained upswing. Along the way,
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3rd Qtr Portfolio & Market Observations 2019

The third quarter seemingly packed a year’s worth of market action into three fast moving months. Regardless of your stock market, interest rate or economic viewpoint, there was something for everyone in this fluid and volatile quarter. It began in bullish fashion as most of the major stock benchmarks jumped to all-time highs in the
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2nd Qtr Portfolio & Market Observations 2019

The second quarter of 2019 continued to be volatile. The roller coaster market started off well in April, but experienced a large and swift pullback in May, mostly due to investors’ fear about trade and tariff tension with U.S. and China, only to rebound and soar by the end of the quarter. With the best
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1st Qtr Portfolio & Market Observations 2019

U.S. equities rebounded from a weak close of 2018 to post significant gains in the first quarter of 2019. Despite a plethora of talk about a global economic slowdown, American investors remained confident as the Federal Reserve confirmed it would adjust planned interest rate hikes and the U.S. government shutdown ended. As a result, the
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4th Qtr Portfolio & Market Observations 2018

The year 2018 was a strange year in market history. Although the indexes all made new highs during the year they ended with the worst December performance since 1930. After nine years of investors making above average returns, they were shocked into the reality that the market doesn’t go straight up. There will always be
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3rd Qtr Portfolio & Market Observations 2018

After 9 years of an upward market, with very few corrections along the way, the stock market seems to have hit a brick wall. Are we still in a bull market or has the longest bull market in history ended? The economy and stock market has been good to investors after two major declines caused
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