2019 Third Quarter Review
SCORECARD Bonds stellar, up 2.27% in Q3 and 8.52% YTD. S&P 500 cooled, only up 1.7% this quarter, after highs of near 20% for the first three quarters. Domestic stocks beat international. Large cap dominates small cap, but September saw small company stocks score better. Value: the comeback kid? This past month large cap value […]
2019 First Quarter Review
Q1 ROARS BACK The last three months saw the market bounce up to a series of bests in the first quarter of 2019 from a series of worsts in Q4 of 2018. The market rebound in Q1 appears to be due to positive investor sentiment on lowered interest rates and not on improvements in the […]
2019 Fourth Quarter Review
SCORECARD Fed lowered rates 3 times in 2019. Inflation remains low. Bonds: The U.S. 10-year Treasury yield fell from 2.7% to 1.8% over the course of the year, and the Barclays U.S. Aggregate has returned over 8% year-to-date. Although at a lackluster 2.3%, the 30-year U.S. Treasury bond yield is higher than all other government […]
2021 2nd Quarter Review
Q2 HEAT WAVE The S&P 500 was up 8.55% in Q2 and 15.25% since January 1st. The tech-heavy Nasdaq 100 was up 11.38% in Q2 and 13.34% since January 1st. The MSCI EAFE (international index) was up 4.37% for Q2 and 7.33% YTD. Earnings for companies within the S&P 500 rose 19.7% YTD. The unemployment […]
2020 Q 2 Review
SNAPSHOT S&P 500 up 20.5% in Q2. The index is now down just 3.1% for the first half of the year. All major domestic stock indices experienced double-digit growth in Q2, whether they be large, mid, small, value, blend or growth. 10 of 11 sectors in the S&P 500 were up 12% or more in […]
2020 Third Quarter Review
Q3 AND PADRES HAD A GREAT SEASON The FANGs have driven up the technology dominated Nasdaq 24% YTD. The Fed will now allow inflation to run above 2% to adjust for previous periods of low inflation. The 7.9% unemployment figure is down significantly since the near 15% in April. Home sales rose 10.5% year-to-year in […]