Articles View: Market Commentary

August 23, 2022
So Goes July, So Goes the Rest of the Year?

With a good Market showing in July, what are the historical trends for the 6 months following? Now throw in mid-term elections and this month’s overview of market performance gets very interesting. Also included are past trends for stock performance during recessions and a quick look at a couple of inverted yield curves.

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July 19, 2022
Market Performance in Mid-Term Election Years

History shows that mid-term election years have an effect on market performance. What does that look like during the kind of market volatility already encountered in 2022? This month’s Student of the Market takes a quick look at stats showing market performance across the election cycle. There is also a quick study of stats showing the trends for Bull and Bear Markets, and recession asset class performance.

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June 21, 2022
Stock Sector Disparity Looms Large
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April 27, 2022
Stock Market History for Your Future

Do you feel your satisfaction level with the market is tracking with the norm? Maybe this brief history of long term stock performance might help change your mind. This month’s Student of the Market shows the numbers on how $1,000 invested in 1926 grew to over $14 million and how best days for stocks tend to closely follow the worst days.

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March 29, 2022
The NASDAQ Bear Woke Up Angry

Bear markets happen. Bull markets happen. And do you think you can figure out when the market is turning – either up or down and trade accordingly? Well, before you think that you should get out of this market now and wait this bear out, here’s some things you might consider.

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February 22, 2022
So goes January . . . ?

Along with historical stats on how stock returns followed a positive vs. negative January, this Student of the Market explores stock market volatility, the effects of the Fed raising interest rates by looking at past periods of higher interest rates, and more numbers on headline inflation.

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February 1, 2022
What Can the Best/Worst Stocks of 2021 Tell Us?

The push is on to look for longer-term market trends that might shape the next few years. While many are happy to see 2021 in the rear-view mirror, the 2021 performance for the major U.S. indices was nothing short of impressive. Here’s a look at what the 5 best- and worst-performing stocks tell us, as well as some stock stories that appear to defy logic.

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October 19, 2021
Is Value Poised for a Big Bounce?

This Student of the Market looks at what happened in September with stock market returns and an overview of 2021 for bond market returns. Growth versus Value is charted along with Long-Term Bond returns, and alternative fund flows. A helpful chart illustrates a broad category and specific category breakdown of what goes into Headline inflation.

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September 21, 2021
17th Best Start to a Year for Stocks

A brief look at the 20 best starts in history for stocks and how the last 4 months of the year could unfold. Also included in this Student of the Market are stats on the seasonality of U.S. stocks, a review of both stock and bond fund flows, housing price inflation and a visual on the value of systemic investing.

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August 24, 2021
Are the Prices Right? Understanding Inflation

Inflation touches everyone’s purchasing power. This Student of the Market Special Edition is designed to answer questions you might have about the current inflation challenge. It also gives a historical context and provides data insight into portfolio performance during inflationary periods.

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