Market Review U.S. Stocks (S&P 500 Index) continued to grind higher thanks to strength in corporate earnings. U.S. large cap stocks gained 2.7% in the quarter—bringing their calendar year gain to 17.9%. Returns continue to be driven by stocks in the tech sector, lifted by the optimism around Ai-driven investment themes. U.S. small cap stocks […]
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Market Review U.S. Stocks (S&P 500 Index) continued to climb the wall of worry in the third quarter, gaining over 8%. Returns continue to be driven by stocks in the tech sector, lifted by the optimism around Ai-driven investment themes. The rally extended to U.S. small cap stocks (Russell 2000), which ended the quarter up […]
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Market Review U.S. Stocks (S&P 500 Index) rebounded strongly in the second quarter, gaining nearly 11% on the back of continued earnings strength in the technology and communications sectors. The tech heavy Russell 1k Growth Index posted even stronger returns, gaining nearly 18%, lifted by optimism around Ai-driven investment themes. Smaller cap stocks (Russell 2k […]
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America’s Industrial Industry has Stagnated for a Quarter Century Over the last few decades, American manufacturing has declined in favor of lower cost manufacturing abroad. Free trade agreements benefit corporate profits via cheaper goods, but at the expense of the American worker as manufacturing jobs moved overseas (mainly to China). In a barrier-free world, it […]
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Market Review U.S. Larger Cap stocks (S&P 500 Index) reached 57 new highs in 2024 on its way to a 25% total return. It was the S&P’s second year in a row of over 20% gains. Growth-oriented stocks (Russell 1000 Growth Index) led by technology names, particularly NVIDIA and Broadcom, were the biggest winners, posting […]
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Market Review Despite some intra-quarter volatility, U.S. Larger Cap (S&P 500 Index) reached new highs, gaining nearly 6% in Q3 pushing its year-to-date return to over 22%. Notably, there was a rotation out of large-cap growth tech stocks into a broader range of sectors and styles. U.S. Larger-cap value (Russell 1000 Value) gained 9.4% and […]
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