Category Archives: Market Update

Inflation, recession, shutdowns, oh my!

These three things will continue to dominate the news for a while, so I thought I would briefly cover them in a market update. Note that I am solely focused on their impacts to investments and not on your day-to-day life, as those can be very different. Inflation is certainly higher than average right now

Read More

Sensationalism

I love documenting stock market sensationalism (meaning, shocking stories in the news meant to provoke fear), and wanted to share this one with you: Two months ago today this article was published, and the ‘expert’ said the market would crash within 60 days due to what he felt were likely dismal upcoming earnings announcements and

Read More

Market update: ending of first quarter 2023

It’s been a wild ride for investors the last 15 months, but I sincerely believe things are improving, despite some of the new developments in the banking sector. The stock market is a leading indicator, and will change directions before good or bad things resolve themselves. Right now, the market appears to have priced in

Read More

Small Victories

I look at the markets every single day; that’s my job. Many of my clients don’t, which has been especially good this year. However, I know that many peeked at their September 30th statements a few weeks ago and felt gloomy due to the declines that we all saw. Because of that, I wanted to

Read More

Brief market commentary

The radio and television, filled with bad news: high inflation, war, social unrest over race, polarized politics, etc. I’m not talking about today, though: I’m talking about the year 1968. Americans were going through really bad times 54 years ago. In many cases, far worse than today. On this day in 1968, the Dow Jones

Read More

Market stress, 2022 edition

It’s that time again in the cycle of the stock market that I’m hearing more and more fearfulness from people due to the market volatility and the frenzied news coverage of it. I’ve been revisiting some other times when I’ve written commentaries about similar times, like this article from 2018, this one from 2016, and

Read More

Is diversification ineffective?

In 2021, the US stock market (both the S&P 500 and the Dow Jones Industrial Average) returned over 20% (28.7% and 20.1% respectively); these are solely made up of large capitalization US stocks. If you also had some mid-cap and small-cap stocks in your portfolio, you did a lot worse (the Russell 2000 was up

Read More

What about crypto?

A question that I’m fielding more and more lately is “what do you think about cryptocurrencies like Bitcoin, Ethereum, etc.?” I have a long answer for this question. I am all about diversification, so if you want to put some money into crypto, I think that’s fine. However, I don’t believe that crypto is a

Read More

2020 at a glance

What a crazy year we just went through! Now that it is behind us, we can take some truths forward for long-term investing: Bad times do end: the S&P 500 ended the year up over 16%, even though it dropped nearly 34% in the 23 trading days from February 19th to March 23rd. Time in

Read More

Market Update October 2020

Happy (almost) Halloween! I’m so happy about the pleasant, cold weather we are having, which makes it so nice to be outside again. The markets have held up pretty well over this last quarter even after the latest modest pullback. Perhaps the uncertainties caused by the virus and its related economic toll have dwarfed any

Read More

%d bloggers like this: