A Rotation in the Markets

Posted on January 10, 2022

    One week into the new year, and a new year has brought new market leadership.  A theme we saw in the last 8 months of 2021, and consistently in the last several years, was that growth-oriented stocks had led the markets.  A growth-oriented stock...

    Making 2022 Market Predictions

    Posted on January 03, 2022

      The title of this update is fairly ironic given that if you have read our other updates, we often quote Yogi Berra: “it’s tough to make predictions, especially about the future.”    ​ The new year is a great time to make a headline. ...

      Market Leadership & Santa Claus

      Posted on December 27, 2021

        If you hadn’t been paying attention to the markets for the last month, and checked where they stood today, there wouldn’t have been much change.  However, the markets have fluctuated significantly over the past month.  Going back 1 month from...

        The Nasdaq Has a Weight Problem

        Posted on December 20, 2021

          We have discussed extensively that technology-related stocks have led the S&P 500.  In fact, technology-related stocks make up nearly 45% of the market index’s weighting, causing the index to be substantially out of balance.  How did...

          Narrowing Market Leadership

          Posted on December 07, 2021

            The markets continue to fluctuate, in both directions, following the spike in volatility that occurred the Friday after Thanksgiving.   Over the course of the last 7 trading days (Monday included), all but one have fluctuated more than +/-1.00%....