Bond yields continued to rise and the red-hot equity market took a pause.
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Everything was fine until “that” happened. What is “that”? Rising rates.
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A new year, new Senate and a lesson in stock settlement collateral drivers and requirements.
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“I know orders are due today but I need 20 more boxes of Thin Mints. I can just pay you when the cookies are delivered, right?” – the frantic last minute
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The 2020 returns for three US large cap indices do a nice job of summarizing the wide dispersion of performance within a single asset class – 47%, 16%, 7%. Can
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November saw one of the strongest monthly equity returns in a very long time. For US small caps, the strongest. The election dominated the first part of the
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The first part of October continued the strong rally from late September but peaked on October 10 weekend. Most equity indices ended down but small caps and
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Welcome to fall when things cool a bit. Most markets embraced this season as well in September. The word ‘correction’ was even invoked for the NASDAQ, but
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The usual suspects are still flying. I repeat the charts showing major asset class returns followed by the comparison of NASDAQ and growth vs. value to help
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This past month saw a strong march higher in … well… everything, even inflation (ok, cash was flat and will be for a while). And the YTD total return winner
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You have seen the headlines – “best quarter since 1998!”. But always remember the starting point of a given return metric and recall the level of uncertainty
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Ho hum… just another 5+% return for the month in US equities.
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