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Weekly Market Commentary

Market Commentary, January 22, 2019

We’re off to a good start.

Investors who remained steady during December’s wild ride are probably pleased with their decision as stocks have gotten off to a strong start in 2019. Unfortunately, those who reduced their exposure to the asset class may be feeling the sting of missed opportunity...

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Market Commentary, January 14, 2016

People love rules of thumb.


Sometimes, mental shortcuts are helpful. Other times they are not. When it comes to investing, seasonal shortcuts are not uncommon. In fact, January boasts two:
The January Effect explains why U.S. smaller company stocks tend to outperform the market in January. The original theory held that tax-loss harvesting pushed stock prices lower in December...

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Market Commentary, January 7, 2019

Investors will think of the last quarter of 2018 for years to come, but they won’t remember it fondly. The Economist described it like this,

“After a rotten October and limp November, the S&P 500 tumbled in value by 15 percent between November 30th and December 24th. Despite an astonishing bounce of 5 percent the day after Christmas, the index finished the year 6 percent below where it started...”

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Market Commentary, December 31, 2018

Investing during the month of December was like traversing an icy mountain stream. It delivered a staggering shock to the senses that triggered the instinct to, “Get Out!”

When it comes to investing, that instinct is called loss aversion. For many people avoiding a loss is more important than realizing a gain. Simply put, not losing $100 is more important than gaining $100....

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Market Commentary, December 17, 2018

Ouch!

It never feels good when the stock market heads south, and that’s what happened last week. The Standard & Poor’s 500 Index (S&P 500), Dow Jones Industrial Average, and Nasdaq Composite all moved into correction territory...

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Market Commentary, December 10, 2018

We're off to a slow start.


December is usually the best month of the year for the stock market. It has been since 1950...

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Market Commentary, December 3, 2018

Hold on to your hats!

Recently, stocks have delivered a wild ride. During Thanksgiving week, U.S. stock markets took investor uncertainty on the chin, suffering a 3.8 percent drop, which was the worst performance in eight months. Then, last week, stocks reversed course...

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Market Commentary, November 26, 2018

It was a turkey of a week.


The United States and China continued to spar over trade and other issues. An expert from Moody's told Frank Tang of the South China Morning Post (SCMP) the United States-China dispute will not be easily resolved...

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Market Commentary--November 12, 2018

How are you feeling about financial markets?

Some votes are still being counted but investors appear to be happy with the outcome of mid-term elections. Major U.S. stock indices in the United States...

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Market Commentary--November 5, 2018

Stocks recovered some ground last week and then stumbled over unemployment.

Major U.S. stock indices faltered Friday after the Bureau of Labor Statistics (BLS) reported on a popular ‘lagging’ economic indicator...

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Market Commentary--October 29, 2018

Why did the stock market fall when the economy is doing well?

The answer is that one reflects the past and the other anticipates the future. Last Friday's advance estimate from the Bureau of Economic Analysis showed the U.S. economy grew 3.5 percent ...

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Market Commentary--October 22, 2018

The world remains full of opportunities and challenges.

Although we've seen global markets moving in tandem in recent years, Sara Potter of FactSet pointed out, "We're starting to see the end of the synchronized global growth that has prevailed over the last two years. While the U.S. economy remains strong...

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Market Commentary--October 15, 2018

Like an unexpected gust of wind that blows the hat off your head or flips your umbrella inside out, last week’s stock market performance startled investors.

Looking back, it’s easy to identify some of the factors that may have contributed...

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Market Commentary--October 8, 2018

The stock market tends to be a leading economic indicator.

Last week offered some insight to economics and stock market behavior. The U.S. unemployment rate reached its lowest level since 1969 and wages moved higher, yet major U.S. stock indices lost value.

Why didn’t stock markets move higher?...

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October 1, 2018

It wasn’t headline news…

But, if newsprint was still popular, last week’s key economic news would have appeared below the fold.

The Federal Reserve raised rates for the third time in 2018, as expected. In addition, the Federal Open Market Committee projects economic growth will continue for three more years...

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September 24, 2018

Did you hear the news?

A tech company introduced a microwave you can turn on using Wi-Fi – as long as you have one of the company’s voice assistants at home, reported Kaitlyn Tiffany of Vox. Soon, the voice assistants will be built with neural networks that will formulate hunches...

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September 10, 2018

Remember: Volatility is normal.

Major U.S. stock market indices climbed into record territory during August. They gave back some gains last week...

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September 4, 2018

Where is our country’s biggest export market?

Markets were fired up last week after the United States and Mexico agreed on new trade rules. The Standard & Poor’s 500 (S&P 500) Index reached an all-time high...

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August 27, 2018

Tick, Tock.

Not everybody loves meetings and even fewer enjoy reading the minutes, but investors make an exception with the Federal Reserve. This week the Fed published the minutes from its August 1 meeting. While no changes were made...

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August 20, 2018

As Maxwell Smart used to say…

Missed it by THAT much! After a rocky start, the Standard & Poor’s 500 Index came within 1 percent of an all-time high last week, reported Ben Levisohn for Barron’s. It’s significant because...

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