Investment Management

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…

Bombs Drop, Buy Stocks? Index, Sector, and Asset Performance A quiet week due for a market pullback ended with an exclamation point, closing at its MOC low for the week due to bombs flying between Israel and Iran. The S&P 500 index fell -0.4% last week as tensions between Israel…

V-ictory and V-Formation Index, Sector and Asset Performance The S&P 500 put in a V-bottom on April 7th and with its +6.15% rally, May wrapped up its best month since November 2023. The index ended the week at 6000. For the week, the S&P 500 gained +1.50%, bringing its year-to-date…

Index, Sector, and Asset Performance After a bad March end and a worse beginning of April, the S&P 500 put in a V-bottom on April 7th and with its +6.15% rally, May wrapped up its best month since November 2023. The index ended the week at 5911. For the 3rd…

Stall Then Up Index, Sector & Asset Performance V-Bottoms are made: Investors, this is nearly exactly what V-bottoms the last 30 years look like. The S&P 500 breaks its 200-day moving average on an event, this time the Trump tariff proclamation. The event elicits a response fiscally or monetarily, and…

Good Mood Markets Index, Sector & Asset Performance V-Bottoms are made: The S&P 500 index rose +5.3% last week in a climb that pushed it back into positive territory for the year. The S&P 500 ended the week at 5,958 and is up +7% for the month and +1.3% for…