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October Newsletter

What happened: ·         October saw continued volatility in the equity markets. The month leading up to the US Presidential elections looked as if global indexes might recover from September and approach previous All time highs, but retreated ending the month mostly flat. This mid month retread in the equity market can most simply be explained by […]

August Commentary

What happened: ·         With August now behind us, we looked back on solid returns across all major global indexes. The leader was yet again the NASDAQ with an impressive 11% return for the month. In-line with rising equities, we also saw the 10 Year Treasury Yield increase to 0.69% from 0.53%.  While still historically low, it […]

July Commentary

What happened: July was another strong month for the equity market, extending this historic recovery from March lows.  Technology continued to be the driving force, with the NASDAQ reaching new all-time highs, and the S&P 500 breaking out of the red for 2020.  The Dow Jones Industrial Average recovered, but remained down over 8% YTD, […]

Epidemics and Market Returns

Coronavirus is sweeping the globe.  With 2,500 confirmed deaths and over 80,000 reported cases across 34 countries (as of this writing), this illness has caused an international panic and market sell off.  Because I am not an epidemiologist, I won’t opine on whether this level of panic is warranted.   Nevertheless, what I can do is discuss how […]

Monthly Commentary: April 2020

What happened: What we did: What is to come: Our article may include predictions, estimates or other information that might be considered forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could cause actual results to differ materially. You are cautioned not […]