Markets can change, sometimes quickly and when many people least expect it. After a few hard months for investors the stock market indexes we follow turned notably higher in November. At the same time bond yields moved lower on speculation that the Federal Reserve Bank’s rate hike cycle has come to … Read More
Financial Market Outlook
Stock Market Commentary – November 2023
October felt to us like a continuation of September as the stock market indexes we follow had a rough go of it, with all seven posting a negative return for the month. Most are now negative for the year as well. Bonds, as measured by the Bloomberg Aggregate index were also down (as yields continue … Read More
Stock Market Commentary– October 2023
“If it's obvious, it's obviously wrong.” - Joe Granville September was a month of suffering for most of the financial indexes we follow. For the equity indexes, both US and international indexes posted negative returns for the month, with the US small cap and emerging markets indexes turning … Read More
Stock Market Commentary– September 2023
"Stay humble or the market will do it for you." - Todd Harrison After a number of solid months for the financial markets, August turned into a reality check for the most bullish market participants. Every index we follow here, with the exception of the US Dollar index, posted losses for the … Read More
Stock Market Commentary – August
"All of life is the management of risk, not its elimination." - Walter Wriston We apologize if you have heard this story from us before, but July was another good month for investors. Stock market indices continued their quiet rise, both domestically and overseas, as all the major indices we … Read More
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