August 2022 Market Commentary

August 2022 Market Commentary

While July turned out to be a decent month for most stock and bond indexes, August hasn’t been able to continue that momentum.  As of Wednesday’s close, both the S&P 500 and the NASDAQ 100 are very close to being flat for the month.  And the Aggregate...

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July 2022 Market Commentary

July 2022 Market Commentary

July may end up being the best month of 2022 so far, if it can hold up the gains it made this week, post-Federal Reserve Rate hike.  However, the major US indexes still have a ways to go just to get back to where they started at the beginning of this year. ...

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June 2022 Market Commentary

June 2022 Market Commentary

As we are near the finish of the first half of 2022, most major stock markets have continued the ugliness that began right at the first of the year.  As of Wednesday, June 22nd, the year-to-date numbers on the S&P 500 are near -20% and the NASDAQ 100 is down...

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May 2022 Market Commentary

May 2022 Market Commentary

After an exceptionally ugly April 2022, with the S&P 500 (SPY) down -8.78% and the Nasdaq (QQQ) down -13.60%, market ugliness continued into May – just not as dramatically.  So far in May (through the 25th) the SPY is down -3.55% and QQQ is down -7.02%. ...

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April 2022 Market Commentary

April 2022 Market Commentary

Market Volatility continues.  While the second half of March started to look like the stock market environment was improving, April came in and immediately changed that back to negative.  And for most of the month, the major stock (and surprisingly the bond)...

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March 2022 Market Commentary

March 2022 Market Commentary

After an exceptionally rough start to 2022, the stock markets seem to be taking a short break from the ugliness we have continually seen until the past week.  That’s a lot of negative days and very few positive ones so far this year.  However, at the very...

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February 2022 Market Commentary

February 2022 Market Commentary

When looking at possible issues the stock market could face in the first quarter of 2022, we never thought a Russian invasion of Ukraine would be on the list.  As usual, the biggest factors are the ones we can’t yet see or even perceive.  Interestingly,...

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January 2022 Market Commentary

January 2022 Market Commentary

Well, that got ugly fast.  The S&P 5001 is now in range to achieve the largest loss in January going back to 1928 (reuters.com).  The previous January with the largest loss was in 2009 when the market started its last leg down of the 2008 recession...

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December 2021 Market Commentary

December 2021 Market Commentary

Wow, here we are wrapping up another year.  The S&P 5001 was surprisingly one of the stronger markets around the globe this year, even outpacing the NASDAQ (a rare occurrence in the past couple of decades).  On the other hand, traditional “diversifiers”...

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November 2021 Market Commentary

November 2021 Market Commentary

Last month we were looking at how the odds favored a positive November in the S&P 500, and so far, it looks like that is what we’re going to get. While the strong upward momentum coming out of the late September market lows has slowed, it is our hope that the...

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October 2021 Market Commentary

October 2021 Market Commentary

So far so good in October, as we near the end of the historically “worst six months.”  Our expectation was for a positive month in the stock market and it looks like we will get it.  And while September closed near the low for the month, October has quickly...

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September 2021 Market Commentary

September 2021 Market Commentary

Historically, September has the highest odds of a negative stock market return out of all the months of the year.  And as if on cue, this year it is no different.  The S&P 5001 drifted lower at a fairly slow pace and then accelerated into the last half...

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