Investment Commentary
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Q1 2022 Investment Commentary
There’s no sugar‐coating the news: the U.S. and global markets took a hit in the first three months of 2022, offering investors an experience that they haven’t been accustomed to during the long bull market: a bit of red ink on their performance statements. The only bright spot is commodities—but it is doubtful that anyone with recent experience at the pump is cheering the turmoil in global oil prices. Just…
February 2022 Investment Commentary
The Markets (as of market close February 28, 2022) Wall Street opened the month on a high note, with each of the benchmark indexes advancing. A stronger-than-expected jobs report and solid fourth-quarter corporate earnings data helped support equities. Nevertheless, concerns about the Russia-Ukraine situation began to worry investors. Natural gas and crude oil prices climbed higher. Throughout much of February, the impending crisis in Eastern Europe seemed to displace thoughts…
January 2022 Investment Commentary
The Markets (as of market close January 31, 2022) Stocks ended January lower as investors dealt with concerns over inflation, the prospects of rising interest rates, and the pace of global economic recovery. The start of fourth-quarter corporate earnings season in January was positive, but not as robust as was seen in December. While the economy advanced at an annualized rate of nearly 7.0% in the fourth quarter, 2022 is…
Q4 2021 Investment Commentary
Investment Commentary Report (January 3, 2022) We have been seeing a lot of cartoons and jokes lately about how it has felt like Groundhog Day, with 2021 being a repeat of 2020. The reference, of course, is to the Covid pandemic, which raged through 2020 and then, when we all expected a return to normalcy, once again peaked (twice) during 2021 with the Delta and Omicron variants. However, the Groundhog…
November 2021 Investment Commentary
The Markets (as of market close November 30, 2021) Stocks ended November generally lower, with only the Nasdaq able to eke out a gain. The Global Dow and the Russell 2000 each lost more than 4.25%. The Dow fell 3.7% and the S&P 500 dropped 0.8%. The Nasdaq gained 0.3%. Despite some positive economic news, global and domestic markets were sent reeling in November following reports of a new coronavirus…
October 2021 Investment Commentary
The Markets (as of market close October 29, 2021) October proved to be one of the best months for equities in 2021, with each of the benchmark indexes listed here enjoying solid gains. The S&P 500 had its best month since November 2020. The Nasdaq picked up over 7.25%, the largest monthly advance in more than a year. Strong third-quarter corporate earnings data helped ease investor concerns that rising inflation,…
Q3 2021 Investment Commentary
Investment Market Report (October 1, 2021) The string continues. The U.S. markets managed to eke out a sixth consecutive quarterly gain in the third quarter of the year, although most of the indices were down in the month of September. At the end of the quarter, stock investors were sitting on above-average gains and still, probably, feeling a bit uncertain about the future. The Wilshire 5000 Total Market Index—the broadest…
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