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...

    A Cold Glass of Water- Outlier Days and Market Participation

    Posted on July 19, 2021

      At the time of this writing on Monday, the markets are off by more than -1.5%, which would qualify the trading day as an “outlier day.”  From time to time, we see outlier days occur in the middle of a bull market.  Why?  Well, markets fluctuate...

      Using a Few Charts to Examine the Markets

      Posted on July 13, 2021

        Charts, charts, charts.  Let’s briefly examine what is happening in the markets through the use of a few charts.  Chart #1: The Nasdaq 100 The Nasdaq 100 index represents mostly technology stocks, such as Apple, Microsoft, Amazon, Tesla,...

        Market Rotations Over the Last 6 Months

        Posted on July 08, 2021

          I hope everyone had a great holiday weekend and was able to spend some time relaxing over the 4th of July. So far, 2021 has been a bull market, and the polar opposite of 2020.  We have seen low and decreasing volatility. We have also seen a few...

          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 caps—both growth and value), large cap value has been the strongest risk adjusted...