4th Quarter 2020 Market Overview Not a Typical Bull Market It was ironic that the harshest living conditions in our lifetimes fostered a bull market for Wall Street. Initially, when the pandemic outbreak sent the S&P 500 down 35% back in March, it seemed 2020 would be a bad year for the market. Little did […]

3rd Quarter 2020 Market Overview The best thing about 2020… Defying conventional wisdom with dizzying volatility, the stock market seems to be immune from the travails of life in 2020. Why is this? The pandemic caused a 35% decline in the S&P 500 but even more astounding, has been the rapid rebound. In just over […]

2nd Quarter 2020 Market Overview A Quandary that Defies Logic It is certain that things haven’t gone as planned in 2020. The stock market always has surprises in store for us and this year has been emblematic of the shocking turn of events. When we consider the worst pandemic in 100 years and the subsequent […]

The reopening of America carries intriguing possibilities in the stock market.  As industries, education, and government restart their vast services, there will be some stocks poised to gain from this process. Favorable investment opportunities could come from areas that were most punished during the pandemic or from companies that are best positioned to provide a […]

1st Quarter 2020 Market Overview Twin Crises It seemed unimaginable that the world could change as drastically as it did in the first quarter. COVID 19 derailed every aspect of our daily lives. In addition to the health crisis, the pandemic ignited a financial crisis that further threatens our mental and emotional health. March was […]

I wish you and your family safety and good health during this extraordinarily difficult and dangerous time. We badly need stabilization in the markets. The market has dropped over 30%, the swiftest decline of that magnitude in history. For the time being, the most urgent hope is the market somehow reaches, at least, a temporary […]

More Than Meets the Eye Despite persistent woes, the stock market rang in a new decade by finishing 2019 with its best showing since 2013. Two Fed rate cuts and a partial suspension of China trade tariffs inoculated the market and paved the way for an 8.5% gain for the fourth quarter and contributed to […]

3rd Quarter 2019 Market Overview Range Bound It is evident the stock market is having difficulty clearing obstacles. A familiar drumbeat of a slowing economy and nagging trade tariff concerns combined to constrain major market indices and to minimize gains for the third quarter. The S&P 500 finished the third quarter with a gain of […]

This fall kicks off the eighth quarter in a row where the major stock market averages have not been able to reach meaningfully higher levels. As of last week, the S&P 500 sits below its level from last year and is only marginally higher than its level going back 21 months to January of 2018. […]

2nd Quarter 2019 Market Overview The Market Giveth, Taketh, and Giveth again The pace of the market slowed in the second quarter from the torrid gains of Q1. There was a sharp drop in May but a strong recovery in June overcame those losses and kept the major indices in positive territory for the second […]