July 2024 Market Commentary

July 2024 Market Commentary

The second half of 2024 started off well enough for most global stock markets.  That is, until we hit mid-month, and what had been the clear leaders so far this year became the weakest parts of the market.  Technology and Communication sectors had been exceptionally...
June 2024 Market Commentary

June 2024 Market Commentary

We are just about at the halfway point of 2024, and so far, there is a surprisingly large rift between what is working and what is not.  It should be of no surprise that any index that has included Nvidia (NVDA) stock has done well this year.  And if not, then not so...
May 2024 Market Commentary

May 2024 Market Commentary

While the market is looking good so far year-to-date, most of that “goodness” happened in January and February, and now the market has been sideways (hasn’t really made any progress) since mid-March.  April gave us a classic 5% pullback in the S&P 500, and May...
April 2024 Market Commentary

April 2024 Market Commentary

We are finally seeing the small pull-back or “correction” in the broad markets that we had been expecting since the year began.  So far, the S&P 500 has had a fairly classic 5% pullback that started right as the month began and lasted until the 19th.  What has to...
March 2024 Market Commentary

March 2024 Market Commentary

We are now 25% through 2024 and it has been a pleasant surprise so far, especially after the higher volatility market we’ve seen over the past couple of years.  A calm market tends to slowly grind up.  And as we’ve observed before, the upward movement in this market...
February 2024 Market Commentary

February 2024 Market Commentary

We are two months into 2024 and we’re back to a very separated market – meaning only a select few segments of the stock market are positive, while others (Small Cap stocks and much of the bond market) are negative.  But that doesn’t (yet) mean that the market trend...