Quarterly Market Perspective for 4Q21
Summary The stock market shrugged off several attempts at a broad sell-off last quarter to eventually end up about 11% higher. Both November and December saw drawdowns of more than…
Trademark Market Perspective for 12/13/2021
Follow-ups and New Thoughts: 1) November Employment Report The number of jobs created in November (210,000) may have been a disappointment but I believe there are big questions about how…
Quarterly Market Perspective for 3Q21
Summary While it is technically true that the S&P 500 stock index added 0.58%[i] in the third quarter, it really didn’t feel that way. Small cap U.S. stocks declined, midcap…
Trademark Market Perspective for 10/06/2021
Follow-ups and New Thoughts: So little happened this summer that every time I sat down to write about the concern of the moment, it quickly faded and the market made…
Quarterly Market Perspective for 2Q21
Summary Stocks maintained their strong advance in 2021 by adding another 8.55%[i] last quarter. Technology, Energy, and Real Estate led the way. Economically, that makes little sense – technology, as…