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4th Quarter 2018 Market Perspective

Summary Stocks had a rough quarter worldwide.  In fact, 2018’s poor performance has raised the question as to whether or not the post-financial crisis bull market was over.  Stocks declined during the summer of 2011 and again from late summer…

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2Q18 Quarterly Perspective

Summary Stocks rebounded last quarter - at least here in the U.S.  Trade war fears drove up the value of the dollar on the idea that tariffs would lower America’s trade deficit, which would mean fewer (and therefore more valuable)…

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Quarterly Perspective for 1Q18

Summary The stock market’s long quarterly winning streak ended in the first quarter, but the loss was less than one percent.  Probably more significant than the market’s loss in the quarter was the return of volatility – something we hardly…

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Quarterly Market Perspective for 4Q17

Summary There is really nothing negative one can say about 2017 in terms of the stock market.  Returns were great almost anywhere one invested.  A lot of market-friendly events occurred – Emmanuel Macron’s victory in France turned the tide against…

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3Q17 Quarterly Market Perspective

Summary The stock rally continued into summer as the S&P 500 tacked on 4.48% in the third quarter.[1]  That brings the year-to-date gain to just over 14%.  There is an increasing sense of inevitability about the market going up, which…

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