Investment Management

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…

Index, Sector, and Asset Performance Stocks in Asia ended higher Monday (ex-China) led by strong gains in Japan +4.8% following the election of Senae Takaichi. This morning, Advanced Micro Devices (AMD) won a huge AI chip order from OpenAI, sending the stock soaring over 20%. AMD expects the deal to…

Index, Sector, and Asset Performance Since early April, markets have continued to rally in a V-bottom recovery pattern against a “Goldilocks” backdrop based on optimistic growth expectations with AI spending leading and dovish Fed expectations. Even in a down week, Wall Street finished higher last Friday after the Federal Reserve’s…

Index, Sector, and Asset Performance The S&P 500 and Nasdaq Composite each hit all-time highs last Monday, Thursday, and again on Friday on their way to posting weekly gains of +1.22% and +2.21%, respectively.  The small-cap Russell 2000 outperformed the S&P 500, advancing +1.95%. The S&P 500 closed at 6,664….

Index, Sector, and Asset Performance The S&P 500 rose +1.6% to 6,584, putting it on course to gain +1.9% this month. If this holds to finish the month, it’d be the second consecutive September it’s risen, which would mark the longest winning streak since the one ending in 2019 that…

Index, Sector, and Asset Performance The S&P 500 rose +0.3%, led by communication services (+5.1%, GOOGL, ETA, NFLX) and consumer discretionary (1.6%, AMZN, TSLA, Homebuilders), both historically “bull market” sectors.  A weak August payroll locked in a rate cut by the Fed at the upcoming September meeting, with the market…

Index, Sector & Asset Performance The S&P 500 dropped -0.1% last week ending August trading with a +1.9% monthly climb. The S&P 500 closed at 6,460.26 on Friday. Post it’s early April V-bottom, the index recorded its fourth consecutive monthly gain. It is now up +4.1% for the quarter and…

When Dove’s Come to Town Index, Sector, and Asset Performance Markets exploded higher to end the week at 6,466 on the S&P 500 on the back of a dovish speech by Federal Reserve Chairmen Jerome Powell where he emphasized a slowing labor market over one-time inflationary/price changes caused by tariffs….