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Nam liber tempor cum soluta nobis

Observations ~ February 1st, 2018

Financial Markets Review January was certainly an exciting month. And as I write this column, the first couple days of February have been even more so. If it weren’t for the last few days in January, the S&P 500 was on track to annualize a return...

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Observations ~ January 1st, 2018

Financial Markets Review Go figure – one of the most volatile times in 2017 for the U.S. equity markets occurred in the last few minutes on the last day of the year to trade. Over the final 25 minutes, the S&P 500 dropped 12 points. More...

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Observations ~ December 4th, 2017

Financial Markets Review Equity markets around the world continued their ascent higher through November. The MSCI All-Country Index rose for its 13th consecutive month, which is the longest uninterrupted monthly streak on record. Domestically, the S&P 500 Total Return Index advanced 3.07% to also log its...

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Observations ~ November 4th, 2017

Financial Markets Review With two months left to go, it looks as if the equity markets may have clear sailing into year-end. The S&P 500 breezed through what has been the most anxious months of trading. In the past, August and September have been the two...

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Market Movers & Shakers

Another week is in the books and a rather muted week it was. The S&P closed up 15 bps, the Nasdaq was up a quarter of a percent, and the Russell was down 50 bps. Sector performance was mixed with defensive sectors largely leading the...

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Observations ~ October 4th, 2017

Financial Markets Review And, the snoozefest rolls on through September and into what is historically the most volatile time of the year. The U.S. equity markets are on a one-way mission – higher amidst a lack of volatility. The S&P 500 broke through 2,500 to close...

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