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Monday, November 6, 2023

                A little over eighty-one percent of companies have released their third quarter earnings reports according to Bloomberg. Sales and earnings...

Sunday, October 1, 2023

                Equities pulled back in the third quarter after a first half of the year that was good to great for most major equity indices. The information...

Tuesday, September 19, 2023

                Rising inflation and the increase in interest rates that followed were major causes of the 2022 bear market. The subsequent market recovery has...

Tuesday, August 8, 2023

About eighty-nine percent of S&P 50 companies have announced their second quarter financial reports. Sales are up a mere 0.32% while earnings are down 8.25% through August 8th according to Bloomberg. Despite this, the S&P 500 continues...

Monday, July 3, 2023

                Technology stocks led the markets higher in the first half of 2023. The move surprised many investors since it came on the heels of terrible...

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Thursday, June 15, 2023

                The US equity markets outperformed foreign equity markets for the decade ended 2021.  For the last year and a half, we are seeing early...

Tuesday, May 9, 2023

                Coming into the second quarter, many investors were worried that earnings disappointments and 2023 guidance warnings would send the market lower...

Monday, May 1, 2023

We hope you are doing well this week. We are writing to let you know our office is moving. After 8 years on East-West Highway, we will be moving locations. Beginning May 1st, 2023, our new office address will be:New Potomac Partners,...

Monday, April 3, 2023

A Strong, but Volatile Quarter for Financial Assets               As the year began, many market commentators felt the first half of the year would be difficult for...

Monday, March 13, 2023

                Banks regulators shut down SVB Financial Group on Friday after portfolio losses led to a run on the bank. The Federal Deposit Insurance Corp. was named as the receiver....

Friday, February 10, 2023

                Financial markets fear of inflation waned in the back half of 2022 while the fear of a recession and a big drop in earnings grew. The concern of...

Wednesday, January 4, 2023

                2022 was a tough year for investors, and there were few places to hide. The chart below shows the total return paths of the S&P 500,...

Tuesday, December 6, 2022

                After three very strong years for asset prices in 2019, 2020 and 2021, 2022 has been a bad year for investors. Not only has the S&P 500 Total...

Wednesday, November 9, 2022

                This morning we awoke to discover that the neither the House nor the Senate have been decided. Republicans probably regained control of the...

Tuesday, October 4, 2022

                The third quarter was another disappointing three months for investors with both equities and bonds declining. The S&P 500 fell 5.28% in the...

Wednesday, August 24, 2022

                The S&P 500 has rallied impressively off its June 16th close of 3,666.77. It ended August 16th at 4,305.20, representing an impressive two month...

Monday, August 1, 2022

                The start of 2022 was a major disappointment for the S&P 500 and global equity indices. Higher inflation, rising interest rates and geopolitical...

Friday, July 1, 2022

                Equity and fixed income markets continued falling in the second quarter of 2022. Equities officially entered a bear market while fixed income...

Wednesday, June 15, 2022

Friday, May 13, 2022

Monday, April 4, 2022

Monday, February 28, 2022

Monday, January 3, 2022

Tuesday, December 14, 2021

Tuesday, November 23, 2021

The announcement took longer than expected, but President Biden nominated Jerome Powell for a second term as chair of the Federal Reserve. It was largely expected that Powell would be renominated, but some doubts crept into markets...

Monday, October 4, 2021

The first two quarters of 2021 were great for global equity markets. The third quarter saw the rate of ascent in equity markets slow in some...

Tuesday, September 21, 2021

The debt problems at China Evergrande Group, a large Chinese real estate developer, were the ostensible trigger for a cumulative five percent...

Monday, August 23, 2021

The S&P 500 is near its all-time closing high despite COVID-19, job losses, and a severe, brief recession. There are several contributing factors that may be transitory in nature. Easy monetary policies at home and abroad have helped...

Friday, July 2, 2021

The second quarter saw strong equity gains in the United States and overseas. The S&P 500 rose 8.17% and is now up an impressive 14.41% through the first half of 2021. The small and mid-capitalization stocks rose less than the S&P 500...

Friday, June 11, 2021

Lately we have been getting similar questions from clients regarding interest rates and inflation. Below are our abbreviated responses to these questions but please contact us if you would like to have a deeper discussion on these or...

Thursday, May 6, 2021

Equity markets powered higher in the first four months of 2021, adding to the strong returns in 2020, despite a once in a lifetime pandemic. This led to a swift unprecedented rise in unemployment, a service economy that was decimated...

Monday, April 5, 2021

Equities recovered from their March 2020 plunge to generate strong returns last year. Bond markets rallied strongly though August 2020 before stabilizing and generating solid annual returns. The first quarter of 2021 saw the returns...

Thursday, March 18, 2021

The House of Representatives passed a $1.9 trillion bill known as the American Rescue Plan on March 10, 2021. The level of vitriol seems to have fallen on both sides even if the era of hyper-partisanship continues. All but one of the...

Tuesday, February 16, 2021

As most people know by now, GameStop shares experienced a meteoric rise in January before crashing back to earth. Retail “investors” on a Reddit message board tried to initiate a short squeeze on the heavily shorted stock....

Tuesday, January 5, 2021

2020 was a year for the history books. COVID-19 created a pandemic unlike any we have seen in the last 100 years. Fatalities from COVID-19 in the United States and globally are now estimated to be in excess of 340,000 and 1.8 million,...