“Optimism often sounds like a sales pitch; pessimism sounds like someone trying to help you.” - Morgan Housel June, historically a flat month for the stock market, was good for equity investors. All of the US indexes we follow were positive for the month, with the Dow Industrials, the S&P400 … Read More
Financial Market Outlook
Stock Market Commentary– June 2023
“The two most powerful warriors are patience and time.” - Leo Tolstoy After a solid start to the year the stock market hit the wall in the month of May. With the exception of the S&P500, all the major market indexes we follow posted negative returns for the month. The relative strength of the … Read More
Stock Market Commentary– May 2023
“Often a sign of expertise is noticing what doesn't happen.” - Malcolm GladwellApril was a mixed month for investors. US large cap stock indices posted up impressive gains while the small-cap and mid-cap indexes we follow fell. At the same time, the MSCI World and MSCI EAFE indexes were positive, … Read More
Monthly Stock Market Review – March 2023
"Success is not final, failure is not fatal; it is the courage to continue that counts." -- Winston Churchill After a hard month for investors in February the stock market indices we follow were mixed. The large cap US indexes and the overseas indices posted solid gains while small and mid-cap … Read More
Monthly Stock Market Review – November 2022
"The most important part of every plan is planning on your plan not going according to plan." - Morgan Housel The headliner for the month of November has to be that for the first time this year the equity indexes have posted back-to-back positive monthly returns. Across the board the returns were … Read More
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