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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