As the stock market continues its steep climb after last year’s bear market crash, some investors worry about the possibility of a bubble. Over this period, the S&P 500 has risen 70% with dividends reinvested even as the pandemic rages on, many businesses continue to feel the pinch, and there are concerns over inflation. This is especially the case in technology-led sectors that have significantly outperformed. Should you be concerned? Continue reading
Though my last science course was a biology class taken in 11th grade – whose tests are still the source of my most vivid nightmares – I am in awe of the technological breakthroughs in so many areas of our world. While we still don’t have flying cars (yet), advancements in genomics, artificial intelligence, automation and communication continue to boggle my mind. Below are two that I find particularly fascinating. Continue reading
The Return of the Mega-Caps. The shortened trading week featured renewed strength in the mega-cap stocks, which drove the outperformance of the Nasdaq Composite (+4.2%) and lifted the S&P 500 (+1.9%) and Dow Jones Industrial Average (+0.6%) in the process. Including the Russell 2000 (+2.2%), each index set new record highs. Continue reading
This annual report features world capital markets performance for 2020. You’ll find data for various asset classes, sectors, countries, etc. We hope you find it informative. Continue reading
For most investors, the pain you feel from losses is greater than the joy you feel from gains in your investment portfolio. Think about it. If you’ve been investing for decades, what are you likely to never forget – years like 2016 where you made a lot of money in the market, or the 2008 financial crisis when stocks cratered and you witnessed your retirement accounts go up in smoke? Continue reading
The stock market faced some selling pressure during the second full week of January, but not before the Dow and Nasdaq reached fresh record highs. The two indices surrendered a respective 0.9% and 1.5% for the week while the S&P 500 also lost 1.5%. Small caps outperformed notably, allowing the Russell 2000 (+1.5%) to finish the week with a gain. Continue reading
The year 2020 proved to be one of the most tumultuous in modern history, marked by countless developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. Continue reading
Well, Happy New Year! I hope it was a good one for all of you. Santa Claus definitely showed up, as the new year kicked off with huge gains across the board. Continue reading
To say that 2020 was a crazy year in the markets is an understatement. We saw the quickest and deepest bear market decline in history, a global pandemic, trillions of dollars of global stimulus, the highest volatility (VIX) on record, negative oil prices, election chaos, and the fastest recovery from a bear market ever. And I’m damn glad it’s over. Continue reading
It’s that time of year again – you’ve probably heard a slew of catchy Wall Street sayings like, “Remember to Buy in November,” “the January Effect,” etc. And, of course, “The Santa Claus Rally.” This one’s been around forever and hopefully it comes through for us as we close out 2020 and head into 2021. I think we’ll all be glad to see 2020 in the rearview mirror for many reasons! Continue reading