September 2024 Market Commentary

September 2024 Market Commentary

Volatility (often measured by the VIX index) has been relatively higher since mid-July, as expected for this part of the year. However, the stock market indexes haven’t been down as much as Seasonality would normally suggest this far into September. That’s not to say...
August 2024 Market Commentary

August 2024 Market Commentary

Things are getting interesting out there in the market.  August started off with a drastic sell-off, led by the NASDAQ and Technology sectors.  Other indexes like the S&P 500 and Russell 2000, and even bond indexes, eventually followed.  Then, as if there was no...
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...