Investment Management

The Weekly Market Update is temporarily postponed for the week of 11/14/2022, please stay tuned for our retirement income show release over on YouTube today!

Second Win Secured: The Astros won their second World Series in 6 years! Global equities were mixed last week, with North American markets down, while Europe and Asia were higher. The China 300 (+6.4%) led the way on hopes of easing Zero-COVID restrictions. The Nasdaq (-5.6%) and S&P500 (-3.3%) were…

Ghostly Rally: Markets rallied again late last week with the S&P500 rallying 4.0% to cut its YTD losses to -18.7% amid a mixed set of earnings results. Industrials, consumer staples, and financials led the week, while telecom (heavily weighted to META) was the lone negative group. Treasury yields tanked 21…

October Greenery: Markets rallied late last week notching their biggest weekly gains since June on vague news about an eventual pause or slowing in the pace of rate increases by the Fed following their upcoming early November meeting. The S&P 500 rose 4.7% on the week after a sharp Friday…

Regaining ‘Some’ Losses: U.S. equity futures are up 2.50% to 3.0% as of this writing this morning regaining some of Friday’s losses. Friday looked to our investment team like forced UK pension fund margin selling out of Europe at the end of last week. In total, the results last week…

Volatility Continues: Equity markets had another very volatile week. Stocks rose sharply to start the week and 4th quarter but succumbed to a higher-than-expected jobs number, a still-hawkish Fed, and higher oil prices. It didn’t feel like it, but the S&P 500 added 1.5%%. The energy was the best group…

  Sayonara: Since early 2022, stocks have been getting repriced on valuation alongside rising real interest rates which rose again last week. Markets continued their September selloff last week with hawkish Fed talk and disappointing earnings pressuring yields higher and stocks lower. In the equity market, almost all the drawdown…

  Seasonal Trends: September has history of being the most difficult month for markets. 2022 continues along those historically bad seasonality trends. Since early 2022, stocks have been getting repriced on valuation alongside rising real interest rates which rose again last week. Equity markets fell further last week with the…

September Shakedown: September has history of being the most difficult month for markets. Right as the real-time data was saying that inflationary was peaking and slowing, August CPI was reported worse than expected. Equity markets fell last week with the core inflation momentum likely to force another 75-basis point increase…