Investment Commentary

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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…

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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…

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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…

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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,…

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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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August 2021 Investment Commentary

The Markets (as of market close August 31, 2021) The benchmark indexes enjoyed a solid August, with the S&P 500 and the Nasdaq reaching record highs multiple times during the month. In fact, the S&P 500 recorded its seventh straight monthly advance — its longest streak of monthly gains since January 2018. Each of the benchmarks is well ahead of its 2020 year-end value, led by the S&P 500, followed…

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July 2021 Investment Commentary

The Markets (as of market close July 30, 2021) Stocks closed generally higher in July, despite a downturn at the end of the month. Second-quarter corporate earnings data was generally strong, although some megacap companies posted weaker-than-expected earnings results. Economic news was mostly favorable. The economy expanded at an annualized rate of 6.5%, 850,000 new jobs were added, while the number of new unemployment claims declined. Industrial production rose, as…

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