Stocks: Large-Caps Melt-Up As Investors Return From The Thanksgiving Break; S&P 500 Ends The Week Higher As The ‘Magnificent 7’ All Catch A Bid; U.S. Small- Caps Cede Ground As Capital Rotates Out Of Economically Sensitive Sectors; China, India Bounce, But Political Dysfunction Weighs On Euro Area, South Korean Stocks. Download Weekly Market Commentary |…
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Weekly Market Commentary | November 25 2024
Stocks: S&P 500 Makes A Move Back Toward 6,000, Potentially Setting Up For A Year-End Santa Claus Rally; Small-Caps Surprisingly Strong As Biotech Bounces; Dollar Strength To Remain A Drag On Emerging Markets. Download Weekly Market Commentary | November 25 2024 What We’re Watching: Key Observations What Happened Last Week: Stocks: S&P 500 Makes A…
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Asset Allocation | November 2024
One of the hard lessons we’ve learned from a lifetime of being somewhat, let’s say, navigationally challenged is that it’s hard to know where you’re going when you’re not sure where you are.
Weekly Market Commentary | November 18 2024
Stocks: Profit-Taking Hits U.S. Stocks As Investors Take Some Chips Off The Table After Last Week’s Post-Election Rally; Deteriorating Breadth Measures For Developed Markets Abroad Cause For Concern; Broad-Based Weakness Across Emerging Markets As Dollar Strength, Trade Uncertainty Weigh. Download Weekly Market Commentary | November 18 2024 What We’re Watching: Key Observations What Happened Last…
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Weekly Market Commentary | November 4 2024
Stocks: ‘Magnificent 7’ Earnings A Mixed Bag, Spurring A Rotation Into Laggards And Out Of Leaders; Small Caps A Surprisingly Defensive Segment On The Week; A Bounce Back Week For Japanese Stocks As Political Uncertainty Subsides. Download Weekly Market Commentary | November 4 2024 What We’re Watching: Key Observations What Happened Last Week: Stocks: ‘Magnificent…
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“Do C’s Still Get Degrees?”- A Fresh Look at Active Equity Investing
As an undergraduate in college, I made it to my senior year with several unused electives and a solid GPA. So, I sought to broaden my horizons by taking courses like Introduction to Water Polo, Ballroom Dancing, and History of Motion Picture Criticism, and it was in this last course that I, for the first time, received a “C”.
Weekly Market Commentary | October 28 2024
Stocks: S&P 500 Falls But Holds Up Relatively Well Due To Improved Breadth, Participation; Summer Surge For Small Caps Continues; Emerging Markets Swoon On Rising Geopolitical Risk.
Asset Allocation | October 2024
In last month’s edition, we noted that it would take some time to know whether the pace of economic activity is finally normalizing after the significant disruptions/distortions brought about by the pandemic and the policy response to it…
Weekly Market Commentary | October 21 2024
Stocks: S&P 500 Falls But Holds Up Relatively Well Due To Improved Breadth, Participation; Summer Surge For Small Caps Continues; Emerging Markets Swoon On Rising Geopolitical Risk.
Weekly Market Commentary | October 7 2024
Stocks: S&P 500 Falls But Holds Up Relatively Well Due To Improved Breadth, Participation; Summer Surge For Small Caps Continues; Emerging Markets Swoon On Rising Geopolitical Risk.