In July, markets again had outstanding performance. For the month the S&P500 Index was up +3.56%, YTD was up +6.34%, and TTM registered +3.32%. YTD sector leaders include Telecom, Utilities, and Energy. The 10 Year Treasury yield for the month was down 1 basis point to 1.50%. Download the PDF for the full review.
So much for the calendar year or election cycle prognostications. The past year was supposed to be a good one as years ending in “5” have nearly all been good and the third year in a presidential term has historically been the strongest. 2015 was anything but, as investors focused on plunging energy prices, the[…]
What the market gave in October it took away in November. The S&P 500 index was down slightly for the month, registering a return of negative -.48%. For the year, the S&P 500 is up a meager +1.04%, but positive nonetheless. We’ve said all along that if the markets can be no worse that flat[…]
Uncertainty about Fed policy, woes in China, and sliding commodity prices weighed heavily on the equity markets in the third quarter, bringing about the long awaited correction that had eluded stocks for almost 4 years. Global growth concerns took center stage as China’s economy continues to slow. The Chinese government took the markets by surprise[…]
The markets were rough in August, with all major indexes ending down significantly. For the month the Dow was off -6.57%, the S&P 500 was down -6.26%, and the tech-heavy NASDQ was down -6.86%. Volatility continues unabated. Download the entire PDF summary of market performance for August 2015.
The equity markets were flattish in the first quarter of the new year with the S&P 500 Index registering a gain of +.95%. This comes on the heels of a fourth quarter gain from last year of +4.93%. So, a slow start to the year but nothing to be too disappointed about. Sector performance continued[…]
For the third quarter, the S&P 500 Index was up +1.13% including dividends. The variance between the best and worst sectors was vast. Sector performance was split down the middle with five of the ten sectors posting gains while five posted losses. Health care gained +5.03% in the quarter due to large gains in the[…]
We ended the year on a high note. Equity markets surged in the 4th quarter ending the year at record highs. The equity market charged ahead +10.51% in the last three months of the year leaving year end gains at +32.39% as measured by the S&P 500. Consumer discretionary and healthcare sectors were the top[…]