Economic Update, Third Quarter 2025

NewsletterOctober 2, 202553Views 0Likes 0Comments

Market Review The benchmark S&P 500 index closed the 3rd quarter up 7.8% to mark a second consecutive quarterly gain and take year-to-date appreciation to 13.7%. That market movement contrasts with investor sentiment, as the market climbs a proverbial wall of worry. The news of note is that companies continue to report financial results that…

Economic Update, Second Quarter 2025

NewsletterJuly 3, 2025288Views 0Likes 0Comments

Market Review The benchmark S&P 500 index closed the 2nd quarter up 10.6% to move into positive territory year-to-date, following a 4.6% drop the prior three months. Investors can be forgiven for thinking that outcome would have been unlikely in early April, when the benchmark was down almost 15% for the year. News flow hasn’t…

Economic Update, First Quarter 2025

NewsletterApril 1, 2025698Views 0Likes 0Comments

Market Review What a roller coaster quarter! The benchmark S&P 500 index closed the 1st quarter down 4.6%, following a 2.1% gain the prior three months and after initially rising almost 4.5% to yet another all-time high in mid-February. After that high, the index then pulled back by over 10% before staging a solid bounce…

Up…down…but rarely average

BlogFebruary 21, 20251KViews 0Likes 0Comments

Investing isn’t about certainties and absolutes. Outcomes are challenging to predict with any high degree of confidence, and the more likely an outcome is to occur, the more likely that result is fully reflected in market prices. Take economic releases. Investors can look to any number of sources to get a consensus estimate of what forecasters…

Economic Update, Fourth Quarter 2024

NewsletterJanuary 9, 2025960Views 0Likes 0Comments

Market Review What a year…again! The benchmark S&P 500 index closed the 4th quarter up 2.1%, following on a 5.5% gain the prior three months and leaving the benchmark with a second-consecutive year of 20+% gains for only the sixth time since 1950. The index hit 57 new all-time closing highs in 2024, a mark only…

Economic Update, Third Quarter 2024

NewsletterOctober 2, 2024637Views 0Likes 0Comments

Market Review The benchmark S&P 500 index closed the 3rd quarter up 5.5%, following on a 3.9% gain the prior three months and leaving the benchmark tantalizingly close to a second-consecutive year of 20+% gains. The index has hit over 40 new all-time closing highs this year after passing the previous record from January, 2022,…

S&P 500 Price Return During Bull And Bear Markets

BlogAugust 5, 20241KViews 0Likes 0Comments

When you sit with good company for two hours, you think it’s only a minute, but when you sit on a hot stove for a minute, think it’s two hours. Relativity matters! Bear markets in stocks feel excruciatingly painful, and it seems like they last forever. The market doesn’t go down in a straight line,…

When Complicated Becomes Inefficient

BlogJuly 10, 20241KViews 0Likes 0Comments

Being one’s own financial advisor has historically been unapproachable for those who don’t have a strong financial knowledge base. Many do not trust themselves to take risks with their livelihoods in the stock market or merely don’t have the time to do the needed research to make sound investment decisions. Thus, some are drawn to…

Economic Update, Second Quarter 2024

NewsletterJuly 9, 2024545Views 0Likes 0Comments

Market Review The benchmark S&P 500 index closed the 2nd quarter up 3.9%, following on the 10.1% gain through March and leaving the broader stock market on course for a welcome second-consecutive year of outsized gains. The index has hit over 30 new all-time closing highs this year after passing the previous record from January,…

Economic Update, First Quarter 2024

NewsletterApril 5, 2024421Views 0Likes 0Comments

Market Review The benchmark S&P 500 index closed the 1st quarter up 10.1% continuing its march upward after last October’s market low. While the 26%+ gain since October is noteworthy, the index is only up around 9% from the high in January, 2022. Corporate earnings beat analyst estimates by over 7% during the 4th quarter,…

Up…down…but rarely average

S&P 500 Price Return During Bull And Bear Markets

When Complicated Becomes Inefficient

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