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One of the most difficult exercises for long term investors is staying the course in the face of sizable market declines. Owen wrote an excellent article just last month on the market’s activity since the beginning of the year and we’ve seen further declines since then. Times like this really … Read more »
Our Take on What’s Happened, What to Expect and What to Do. We have been as surprised as anyone about the rapid onset of the COVID-19 virus and the equally rapid deterioration in financial markets. As markets began to understand the uncertainty surrounding the virus and the various policy responses … Read more »
Yesterday’s market action demonstrates the reason why the market is so volatile. We see a clear cause and effect between market volatility and program trading. Technical traders move markets. Technical traders manage billions of dollars in investments with complex computer models and algorithms. For these investors, one important indicator of … Read more »
Worldwide equity markets have continued their march upward during the beginning of 2018. Following is a look back at the last year and a look forward into the future and we think circumstances support a continuing move upward, although valuations are high and rising. For last year’s fourth quarter, U.S. … Read more »
The third quarter continued the torrid pace of the global stock market rally that began last fall. So far this year, the S&P 500 has gained an impressive 14.2%. International stocks have also enjoyed a significant rise with the MSCI EAFE gaining 20.0% and the MSCI Emerging Markets Index rising … Read more »
The second quarter continued the stock market rally that began last fall. Over the past year, the S&P 500 has gained an impressive 17.9%. International stocks have also enjoyed a significant rise with the MSCI EAFE gaining 20.3% and the MSCI Emerging Markets Index rising 23.8%. Much of the rally … Read more »
The first quarter continued the stock market rally that began following the Presidential election. For the quarter, U.S. stocks advanced, with the S&P 500 returning 6.1%. International stocks fared better, with the MSCI EAFE rising 7.3%. Bonds also gained, with the Barclays Aggregate Bond Index returning 0.8%. Since the election, … Read more »
Following a difficult start to 2016, in which the S&P 500 dropped more than 10% in the first six weeks, the market quickly regained its footing. A more than 20% rally from the February lows allowed the S&P 500 to finish the year with a 12% gain. Small company stocks … Read more »
Despite a positive finish in the fourth quarter, the major market averages ended the year close to where they began. For the year, the S&P 500 rose a mere 1.4% while international stocks as measured by the MSCI EAFE lost –0.8%. Bond returns were nearly unchanged as well, as the Barclays Aggregate gained … Read more »
Following years of relative calm, volatility in the stock market returned with a vengeance during the third quarter. Sudden losses wiped away all of the modest gains the market had managed in the first half of the year. The S&P 500 declined -6.4% representing the worst quarterly showing for the … Read more »
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