Investment Management

Equities and the S&P 500  ended the week mostly lower as many value sectors gained traction for the second straight week on the back of economic growth concerns. Consumer staples and real estate led the S&P 500 Index. Communication services, the best returning sector year to date, was last week’s…

The S&P 500 rose last week by +.8% stretching YTD 2022 gains to +7.8%, but still -13.7% from early 2022 all-time highs.  Global equities have outperformed US markets year to date on the back of a lower trending dollar.  European equities rose +2.5% last week and are now up over…

The S&P 500 fell slightly last week, -.1%, into the 3-day Easter holiday weekend. The tech-heavy NASDAQ lagged giving back -1.1% on the week. Gains in 2022 winning sectors, utilities, staples, and health care helped minimize the overall drop. Industrial stocks such as Caterpillar and Deere, led to the downside…

  The S&P 500 rallied last week into March quarter end, Friday payday, closing out March and 1q23 on a high note. The markets rallied over the past month while the headline news was almost universally poor. The tech heavy Nasdaq 100 gained +6.69%. The 5 largest U.S. stocks all…

Once again, the S&P 500 rallied again last week even though trouble in the European banking sector resurfaced in the name of Deutsche Bank.  Last week all major US indexes gained with the S&P 500 up another +1.4%, the DJIA +1.2%, and the tech heavy NASDAQ Composite leading the way…

Believe it or not, the S&P 500 rallied +1.47% last week even though trouble in the European banking sector surfaced.  European banking issues pushed the Federal Reserve policy to the background and global bank liquidity to foreground.   The Nasdaq, heavily weighted in technology and having very little weightings in banks,…

Panic in the Valley: The S&P 500 fell last week as trouble in the banking sector pushed the Federal Reserve policy to the background and bank liquidity to front page news. The S&P 500 fell -4.5%, with all sectors in the red. The banks led the week losses down -11.5%,…

March Onward: As discussed last week, we exited February oversold on the charts having navigated quite a normal weak February in the S&P500. And? Global equity markets had a strong week last week ending higher across the board. Equity markets rebounded on the week amid relative calm on the economic…

February Ending and HTX Rodeo Kick-off: The S&P500 lost ground for its third consecutive week as concerns rose surrounding the Federal Reserve’s fight against inflation having yet to reach the final innings. We enter this week oversold on the charts having navigated a quite normal weak February in the S&P500….

The market is closed today, Monday the 20th, for the Presidents Day holiday. S&P Fell: Last week the markets gave back a little bit more of January’s strong returns.  The indexes finished the week with their worst week for 2023, with technology, communication services, and small caps dragging down the…

Last Week: Last week the markets gave back some of January’s strong returns. This is normal behavior as the beginning of February is normally a time of give back and a consolidation period after strong January returns. The indexes finished the week with their worst week for 2023, with technology,…

S&P Rising: The S&P500 rose 1.6% last week led by the Nasdaq’s 3.3% rally with high-growth technology, discretionary, and communication service sectors leading the way. As it’s been for 2023, energy and defensive stocks, utilities, and staples, once again brought up the rear. The S&P500 ended the week at 4,136,…