Market Monitor

A Recovery Like No Other?
January 2021 The year 2020 will be one that no one will forget, but few would like to relive. Pandemics, lockdowns, unemployment, riots—there was a lot of craziness. If I…
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Quarterly Market Monitor
January 2021 A Recovery Like No Other? The year 2020 will be one that no one will forget, but few would like to relive. Pandemics, lockdowns, unemployment, riots—there was a…
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Election Uncertainty Lingers
The third quarter of 2020 was another positive quarter for most financial assets. Mega cap stocks led the way once again, which helped the market cap-weighted S&P 500 Index pull into…
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“Unprecedented”
In the first quarter of this year, the stock market saw an unprecedented decline – in terms of the speed and magnitude with which it took place. In the aftermath and…
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The Great Lockdown
To say that investors just witnessed an historic quarter would be a huge understatement. In mid-February, the stock market hit an all-time record high. Just one month later people were asking if…
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Can Markets Repeat a Historic Year?
Coming off such a horrible finish to 2018, not many investors were overly bullish last year. Most breathed a sigh of relief when the markets started to bounce back, but…
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The Wall of Worry (Redux)
In more than a few client meetings, we have found ourselves saying that if you only looked at the headlines and what was going on in the media/politics/geopolitical front, you…
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A Tale of Two Markets
While there is always a bull vs. bear debate in any market environment, the cross-currents in today’s financial markets are fairly stark. Recent stock market action is painting a rosy…
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The Central Bank Effect
As 2018 ended, it appeared as if the Federal Reserve was intent on further interest rate hikes (after 4 in 2018). In addition to interest rate hikes, the Fed had…
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From QE to QT
Investors will be glad to say goodbye to 2018, and especially the final month of last year, which turned out to be the worst December for the stock market since…
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