MONTHLY MARKET COMMENTARIES

Where Do We Go From Here?

March Madness took on a whole new meaning in the world of Wall Street and for one lucky person in Wisconsin, the sole winner of the record setting $768 million Power Ball lottery. Many of us think of the month of March and automatically think of basketball. For corporate America it means billions of dollars […]

Three Thousand Six Hundred and Forty-Three

For those of you that like statistics, 3,643 is the number of days this current bull market has been alive. With the 10- year anniversary on March 9th this year, I thought now would be a good time to gain some perspective on recent months in the markets. The S&P 500 closed at 676 on […]

A New Chapter

All in one month we rang in the new year, lived through the longest government shutdown in history, got news that the Federal Reserve was ready to pause on raising rates, received fourth quarter earnings data, felt the wrath of mother nature with record setting low temperatures, and had the best start to the year […]

A Tumultuous Finish

After the wild ride that December turned out to be, investors were exhausted and ready to close the books on 2018. When it was all over, it was difficult to remember all the record setting statistics that we enjoyed earlier on in the year. It seems hard to believe after the worst December since 1931, […]

The Glass is Half Full?

It seems hard to believe that we are beginning the last month of the year. November did not disappoint if you were looking for some action in the markets. As earnings wound down for the quarter, traders had many other things to focus on for the month. Talk of climate change made the way again […]

A VIX-ious October

Halloween came early to Wall Street, bringing with it unsettling and sometimes scary moves. It took just a few trading days to erase the long road to new highs that were reached just a few weeks ago. Living up to its reputation as one of the most volatile months of the year, traders didn’t have […]

In Search of Value

September gave not only the financial markets, but the entire world more than one reason to stop and tune into the news to try to make reason of the world we live in today. From one of corporate America’s most vocal and public CEO, Elon Musk, being sued by the Securities and Exchange Commission for […]

Anatomy of a Bull Market

Very quietly and with little fanfare, the market set several new records! In addition to the S&P 500 and the Nasdaq hitting new all-time highs, we have now entered into what is the longest bull market on record. For many, this has also been the most hated market in history. Since the turn, which goes […]

It’s All About the Data

Did someone forget to tell the markets that it’s summertime and that this is the quiet time of year? Although volatility still remains low and at some of the lowest levels in 25 years, July finished the month with stocks closing in on the highs set earlier this year. The Dow was up 4.71% for […]

A Fork in the Road

Headlines for the month of June were dominated by talk of trade wars and tariffs as markets attempted to look forward to second quarter earnings just around the corner. With mixed economic data and worries that even without an all-out trade war, investors wondered if the perceived risk could be enough to change the momentum […]

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