Insights
Was the October Rally Just a Head Fake or Will It Continue?
“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that often-repeated quote from Mark Twain, “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January,...
September Was Ugly. Will Q4 Bring Positive Returns and a Post-Midterm Election Rally?
“September stands alone as the only month in which the market falls more frequently than it rises.” — Sam Stovall, Investment Strategist Typical Seasonal Returns I guess you could say that, in one sense, September delivered. It has the well-deserved reputation of...
July to Mid-August Rally Followed by Late August Swoon—What’s Next?
“And when things start to happen, don’t worry don’t stew, just go right along, you’ll start happening too.” — Dr. Seuss, “Oh, The Places You’ll Go” S&P 500 Throws Investors a Curve Ball Just when many began to feel that the market may have bottomed on June 16 and...
Was July Just a Dead Cat Bounce in a Bear Market or the Start of a New Bull Run?
“There’s a reason why your windshield is bigger than your rearview mirror. Where you are going is more important than where you came from.” – Anonymous As I was ruminating on last month’s commentary about the horrible first half in the equity markets in 2022...
Staying Calm Despite Transitions in the Market and Economy
“Patience Is a Virtue.” “Good Things Come to Those Who Wait.” – English Poets, William Langland and Lady Curie, respectively The first five months of 2022 have no doubt tried the patience of all investors. We know the fundamentals of our economy...
April Tested Investors’ Souls, But We Stand By Our Base Case
“And now you know the rest of the story.”–Paul Harvey, Iconic American Radio Broadcaster Stocks Took a Beating in April There’s simply no doubt about it… April 2022 was an ugly month for U.S. stocks. The S&P 500 declined 8.8%,1—its worst month since the awful 35%...