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
Read More
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
Read More
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
Read More
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
Read More
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
Read More
Ho hum… just another 5+% return for the month in US equities.
Read More
Will this year bring “April flowers and May showers” in the markets?
Read More
This is no April Fool's Day joke! Hopefully April showers will bring May flowers.
Read More
I focus this mid-month blog post on a market update given the recent volatility. At the end, I briefly mention some things to consider with these lemons.
Read More
That was fast.
Read More
A rough end for the first month of the year – unless you were in long maturity treasury bonds.
Read More
2019 returns were very strong across most asset classes, something not many expected at the beginning of the year. View six charts which capture the current
Read More