Blogs

The above table and chart clearly show that technology and high growth stocks continue to drive market returns through June 2024. The largest 10 stocks in market capitalization represent 37%…

Stocks gave up much of their March 2024 quarter gains in April.US stocks declined swiftly in April, after five months of positive returns. The culprit is quite simply “INFLATION”.Investors have…

First Quarter 2024 – All US Stocks Markets Are Up!US stocks were up 5-10% during the quarter, depending upon the market index.As the table below clearly illustrates, the technology-stock heavy…

The US stock market came out of the gate in 2024 with the technology heavy S&P 500 Index “S&P” up 6.8% and the Dow Jones Industrial Average “DOW” up 3.5%.This…

I have received a few calls recently inquiring about bonds’ features and yields.  This report outlines the basics of bond analysis including contractual obligations, returns and risks.  Feel free to…

The economy and markets in 2023 made sure all our natural emotions were functioning well: fear, despair, greed, jubilation, and finally relief. At the beginning of the year investors were…

I think it is timely to reflect on 2023 with only three weeks remaining until we start another year – 2024!At the beginning of 2023 the inflation rate was declining…

The Fed paused once again by not raising interest rates: the stock market rises!Investors continue to focus on the direction of interest rate policy as promulgated by the FED through…

Rising interest rates are placing downward pressure on stocks and bonds. Earlier in 2023 investors were expecting the Federal Reserve Board “FED” to begin reducing rates by the end of…