Underneath the Hood of the Markets

Posted on September 08, 2021

    I hope that everyone had a happy Labor Day weekend.  This brief market update will touch on 3 different key areas: The current state of the markets Market Leadership Under the hood of the markets Current State of the Markets Low or decreasing...

    The S&P 500: A Rebalancing Act

    Posted on August 24, 2021

      Make no mistake about it: the S&P 500 is not a well-balanced portfolio.  You hear it all the time, the S&P 500 is a passive index.  In other words, there is no actively managed component to it.  It does not diversify, reallocate, or rebalance,...

      Small Cap Stocks are in a Trading Range

      Posted on August 10, 2021

        Ever since the -1.5% outlier day experienced on the S&P 500 index just two weeks ago, the market has lulled itself back to sleep.   Volatility is low and decreasing, heading towards an “extreme low” threshold.  What happens when volatility...

        Bull Markets and Bear Markets

        Posted on August 02, 2021

          For this week’s market update, we are going to briefly examine how we identify market characteristics.  In the news, we often hear the terms “bulls and bears.”  Fun Fact: Do you know why they call them bull markets and bear markets? ...

          Large Caps Lead All Other Styles

          Posted on July 26, 2021

            As our update came out last Monday, the S&P 500 was off by more than -1.5%.  This is considered to be an “outlier day” that will often temporarily startle investors.  We wrote in last week’s update:  “When volatility gets low and compressed...