Investment Management

Index, Sector and Asset Performance Santa showed on cue and the S&P 500 index rose +1.4% and hit fresh all-time highs amid a stronger-than-expected report on Q3 economic growth. S&P500 ended the week at 6,930, slightly below the record closing high it set on Wednesday at 6,932. With only three…

Here Comes Santa Claus Index, Sector, and Asset Performance Santa showed on cue last week. December tends to be a strong positive return month, but the positive return is generally all back ended loaded. The second half of December stands out as the strongest half-month of the year and most…

Index, Sector, and Asset Performance Equity markets continued last week as they have in December, mixed. The S&P 500 fell -0.6% as gains in cyclical financials, industrials, and materials were offset by weakness in YTD leaders’ technology and communication services. The S&P 500 ended last week at 6,827. The S&P…

Index, Sector, and Asset Performance Strength in cyclical areas like technology and energy pushed the S&P 500 to gain +0.3% as declines in utilities and health care offset some strength. S&P 500 ended the week at 6,870, up +17% YTD. It’s been 28 trading days since the S&P 500 closed…

Holiday Rally Index, Sector, and Asset Performance With the help of more dovish Fed talk as well as a hint of whom President Trump might nominate as the next Fed Chair, the S&P 500 rallied +3.7% during the holiday shortened week ending November with a slight gain. The S&P 500…

Holiday Shortened Week Index, Sector, and Asset Performance The S&P 500 fell by almost -2% (-1.95%) last week led by declines in technology and consumer discretionary stocks. The S&P 500 ended the week at 6,603, and it’s now down -3.5% for November but up +12% for 2025. Coincidentally, +12% is…

Earnings Season Wanes Index, Sector, and Asset Performance The S&P 500 initially rallied over +2% in the first two days of week, only to give those gains back by Friday’s close as the federal government reopening turned into a “buy the rumor, sell the news” trading event. The S&P 500…

A “Dip” Shows Its Face Index, Sector, and Asset Performance The S&P 500 fell -1.6% in the week with a sharp sell-off in technology and AI-related stocks pulling the index down. Investors’ concerns over the government shutdown slowing economic heightened investor caution and increased short term volatility. This morning’s rally…

The Song Remains the Same Index, Sector, and Asset Performance The S&P500 and Nasdaq are looking to open higher this morning on the first trading day of November. They both gave strong performances in October with the S&P 500 rising +2.3% and the Nasdaq was up +4.7%. The S&P 500…

Don’t Call It a Comeback Index, Sector, and Asset Performance All three major U.S. indexes ended the week positive and at new ATH’s.  The S&P 500 index rose +1.9% last week to a new closing high as September consumer price data came in below expected while companies including Intel (INTC)…

The Beat Goes On Index, Sector, and Asset Performance Despite the headline-driven news last week surrounding a relatively obscure credit blow-up, all three major U.S. indexes ended the week positive. This morning the S&P 500 looks to trade higher, on strong Apple phone sales, earnings anticipation, and Friday’s delayed U.S….

Index, sector & asset Performance All was quiet, until it wasn’t, Friday morning, post market open on a President Trump tariff tweet.  President Trump, called for an escalation in trade restrictions against China, including 100% tariffs and export controls. On the back of this tweet, the notion of higher geopolitical…