Quarterly Market Perspective for 4Q22
Summary First of all, we are happy to report that the fourth quarter of 2022 was a positive one for both stocks and bonds. This allowed the year to finish well above the September lows. The S&P 500 closed with…
Quarterly Market Perspective for 3Q22
Summary As hard as it would have been to believe, three months ago, that the stock and bond market could both continue to decline, they both did. U.S. stocks gave up an additional -4.88% while bonds moved -4.75% lower. Through…
Trademark Market Perspective for 8/29/2022
Trademark Financial Market Update – August 29, 2022 1) The big news today was always going to be the market reaction to Fed Chairman Powell’s Jackson Hole Speech. Powell wasn’t trying to move the stock market (even though he knew…
Trademark Market Perspective for 6/1/2022
Trademark Financial Market Update – June 1, 2022 1) Overall: Last week was a great one for risk assets. Both stocks and bonds had been oversold from a technical perspective since perhaps the middle of March, but the previous rally…
Quarterly Market Perspective for 1Q22
Summary Sometimes a quarter passes and nothing much happens. Other times, so much happens in a quarter that it seems like a full year. The first quarter of 2022 falls into the latter category. Supply bottlenecks and then, of course,…