The U.S. stock market continued its relentless move higher. Having posted its best 12 month return in more than 30 years last quarter (56.36%), the S&P 500 Total Return Index cooled off only slightly, recording a 40.33% return for the 12 months…
Recency bias is examined while comparing the correlation between the market and the economy. The question of when to get in or out of the market is often examined by investors – the goal is to avoid binary outcomes to produce less…
Tandem’s “One Big Thing” is to act as a hedgehog – having patience in a volatile environment. It can be tempting to move money around for short term gain but staying the course will pay off in the long run.
In the realm of investing, volatility brings opportunity. Weighing risk vs. reward is an essential component of successful investing.
Consistent repeatable growth in earnings can sustain consistent, repeatable growth in dividends. In a marathon, consistency is a hallmark of success. Some may enjoy the excitement of being the hare, but we all know that the tortoise wins the race.
The well-known matter of buying low and selling high is often oversimplified. When dealing with volatile markets, exercising quantitative disciplines increases the likelihood of profitable returns.
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Most Recent Commentary
Observations
August 2024 marked another month of gains for the major U.S. indices, with the S&P 500 rising 2.28%, securing its fourth consecutive monthly advance. Meanwhile, the Nasdaq Composite lagged, posting a modest gain of 0.65%, and small-cap stocks, as measured by the…
Notes from the Trading Desk
Major U.S. equity indices finished out the month of August at or near all-time highs. The S&P 500 closed higher for a fourth-straight month despite starting August with a 6% decline in the first three trading days.
Notes from the Trading Desk
U.S. stocks recovered ground last week as the S&P 500 and Nasdaq broke a four-week losing streak and posted their best weekly performances since November 2023. The S&P 500 finished out the week on a seven-day winning streak and reclaimed its 50-day…