International Stocks, Gold, the Dollar, and Bonds

Posted on June 08, 2021

    As has been consistent for most of 2021, Value stocks continue to lead growth stocks on a relative basis.  In fact, of the six style indexes (large caps, mid caps, small capsóboth growth and value), large cap value has been the strongest risk adjusted...

    Bitcoin: What Does it Mean for the Conservative Investor?

    Posted on May 24, 2021

      Bitcoin has been in the news lately and it is often an inquiry that many investors make.  Most recently, it has been in the news cycle for not the best of reasons.  A little over a month ago, a Bitcoin was priced at nearly $65,000 USD. ...

      Volatility Pops and Commodities

      Posted on May 18, 2021

        Itís an odd sight to see.  The pandemic is almost in the rearview as vaccines continue to roll out and mandates are eased or even lifted in some cases.  At its peak, the unemployment rate in the US was around 14%.  Today, that number stands...

        The Status of "Innovation" Stocks

        Posted on May 11, 2021

          As we have discussed the last few weeks, there is broad participation in the market’s recent rise.  Now, what exactly is leading the rise?  The table to the left shows the S&P 500 risk-adjusted sector rankings, as well as the style...

          Value versus Growth: A Brief Historical View

          Posted on May 04, 2021

            In some of our previous updates, we have discussed how value is now outperforming growth on a relative basis.  Now, we do not want to beat a dead a horse when we talk about this topic, as we have discussed it many times, but over the last 10 years,...