Investment Management

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….

Climbing a Wall of Worry Index, Sector, and Asset Performance Most market indices continued to rally to marginally new record all-time highs. The S&P 500 jumped +1.1% on Tuesday to close at a record high of 6,445, marking its 16th all-time high of 2025 and crossing above the 6,400 threshold….

Index, Sector, and Asset Performance The S&P 500 index jumped +2.4% last week, led by technology (PLTR, AAPL and GOOGL) and consumer discretionary stocks. Better-than-expected earnings, short covering, and growing expectations for the Federal Reserve to cut rates in September and up to 2 more times in 2025 after that…

Index, Sector, and Asset Performance Seasonally hits on cue, with August through late September stalling and exhibiting weakness.  The S&P 500 sold off every day last week on an intraday basis.  When the week ended, the Nasdaq 100 and S&P 500 (-2.4%) were both down by over -2% for the…

Index, Sector, and Asset Performance The S&P 500 index rose +1.5% this week to another closing record in an advance led, for the first time in a while, by the health care sector. The S&P 500 ended at 6,389, its highest closing level ever. This was its fifth consecutive session,…

Summer Tailwinds Index, Sector, and Asset Performance The S&P 500 extended its new ATH run last week, with equity indices generally higher with DJIA -0.1%, S&P 500 +0.6%, and NASDAQ Composite +1.5%. In the bond market, shorter term yields fell, dropping as much as -3 bps at the 5-year maturity…

July 14th: Tis the Season Index, Sector, and Asset Performance The S&P 500 closed near flat on the week despite a news laden week. The S&P 500 brushed off Liberation Day Part Duo, barely reacting to President Trump’s doubling down on tariff threats. The S&P 500 reached an all-time high…

Index, sector & asset Performance The S&P 500 extended its new ATH run last week, climbing +1.7% to finish at a high of 6,279. The Nasdaq Composite gained +1.6% to close at a record of 20,600. Tech and financial stocks led the rally.  Nvidia rose to another record, rallying +1%…

New All-Time Highs Aren’t Bearish Index, Sector, and Asset Performance After closing at its first all-time high since mid-February, stocks look to pick up where they left off on Friday. The S&P 500 index rose +3.4 to new highs, led by growth sectors communication services and technology. The S&P 500…

Stocks Pause, Nuclear Sites Bombed Index, Sector, and Asset Performance The S&P 500 index slipped -0.2% last week as gains in the energy, technology, and financial sectors were outweighed by industrial and healthcare declines. Healthcare fell – 2.7%, followed by a -1.7% drop n communication services and a -1.2% loss…