July 2019 Market Commentary

July 2019 Market Commentary

The Federal Reserve has a big announcement to make this week.  Will they change course and begin cutting interest rates?  By the time our newsletter is released, we’ll know one way or another.  While most recent market news has been moderately positive...
June 2019 Market Commentary

June 2019 Market Commentary

We are now half-way through 2019, and still the S&P 5001 can’t break out of a range that began in late 2017.  Yes, we’ve touched new record highs, but they haven’t lasted more than a few days.  And while that sounds generally positive, it’s been limited...
May 2019 Market Commentary

May 2019 Market Commentary

Just when everything is looking good in the markets and the economy, something has to show up and throw a wrench in the works.  When the S&P 5001 hit an all-time high on May 1st, the tweeting began.  And just like that, the US is flirting with a trade...
April 2019 Market Commentary

April 2019 Market Commentary

After an impressively and unexpectedly bad Q4 of 2018, the stock market rebound (specifically the S&P 5001) is finally getting close to where it stopped and rolled over in late September.  However, not all areas are participating.  Small Cap stocks...
March 2019 Market Commentary

March 2019 Market Commentary

The first quarter of 2019 was a nice change from what we saw in Q4 of last year.  And while it was one of the strongest first quarters since 1998 (cnbc.com), the S&P 5001 still hasn’t recovered the all-time highs it reached in September 2018.  It ’s also...
February 2019 Market Commentary

February 2019 Market Commentary

Wow, this year isn’t going as many investors and investment managers predicted.  But that might be a good thing.  I’m often in touch with several other money managers during the month to compare notes about what the market is doing and how others are...