2020 First Quarter Review
U.S SNAPSHOT The Fed lowered interest rates twice in March due to the coronavirus economic impact. Unemployment claims jumped to 21.7 million in four weeks. CARES Act passed, a $2 trillion stimulus package to help individuals and businesses. Bonds up 3.15% in Q1. S&P...
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...
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...
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...
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...
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...
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%...
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