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…
Trademark Market Perspective for 07/09/2021
Follow-ups and New Thoughts: 1) On July 7th the 10-year Treasury traded at less than 1.30% for a short time before closing near 1.32%. Some of the factors behind the…
Trademark Market Perspective for 06/03/2021
Follow-ups and New Thoughts: 1) Everything revolves around interest rates. On June 1st the 10-year treasury rose from 1.58% to 1.61%, and stocks were mixed overall, with growth stocks faring…