The market has given investors a roller-coast ride. The summer was sharply down with oil prices, a strong dollar, and the prospect of a Fed interest rate hike weighing on the market. October saw a nice rebound as economic data showed that the US was performing well. Then came November and weakness returned as oil,…

September ended the worst quarter for stocks in four years. In the period July 1, 2015, to September 30, 2015, the S&P500 lost 6.9%.  The index closed the quarter at 1,920, almost the same place it was in May 2014. All asset classes affected Market turmoil led investors to move out of almost all asset…

Investors and traders will be back in full swing on Tuesday following the end of August and Labor Day Weekend holidays. Stock Market into Correction Territory Since our last newsletter, the stock market took a hard and fast move down into correction territory. While we have been talking about a market correction for some time,…

Stocks hit an air-pocket in late June and early July over worries surrounding Greece and China. The latest round of the ever-present Greek financial drama continued with great spectacle. There were missed deadlines, intense rhetoric, and a referendum where 61% of Greeks opposed more austerity.  I suppose that’s not a tremendous revelation. After several years…

A string of solid economic reports Friday’s Labor Department Employment Report came in much stronger than expected with 280,000 people finding new jobs in May. This report capped a string of solid economic reports that point to the US economy rebounding from a weak first quarter. The stock market doesn’t really know how to view…

Yesterday’s employment report was “just right” – not too good as to send rate hike jitters through the markets and not too weak to bring out fears of low corporate profits. The markets are a whisker away from all-time highs. The middle of the road report brought out the buyers and the Dow Jones Industrials…

Despite the sound and fury, the Dow Jones Industrials and S&P 500 were almost unchanged for the first quarter. The NASDAQ did better, turning in a 3.5% return for the quarter. Stocks were tossed around by a trifecta of worry. A rising US dollar, falling oil prices, and the specter of the Fed hiking interest…

We have a down January, an up February and so far a down March. February saw the market recover from January’s losses. Despite the positive performance, February still frustrated investors. There were 11 down days and only 8 up days in the month’s trading. It certainly illustrates how hard it is to time the market.…

January did as it did last year and gave investors a New Year’s hangover. The S&P500 was down 3% for the month. Smaller companies, as measured by the Russell 2000, were down 3.25%. Falling oil prices, concerns about Europe, and whether the two would hurt corporate earnings dampened the “animal spirits” of the markets. February…

January is the month for predictions and forecasts. While they are fun to read, the evidence shows that the beginning of the year predictions seldom come true. All facets of life, including the financial markets, are the product of complex systems with many variables that lead to a wide range of outcomes. With a large…