Market Commentary

Weekly Market Commentary March 3, 2021   The Markets Financial markets had a historically unusual event last week. On Thursday, the yield on 10-year U.S. Treasury notes briefly matched the dividend yield for the  (S&P) 500 Index. This type of convergence is uncommon. In normal times, the yield on 10-year Treasuries tends to be higher […]

Weekly Market Commentary February 24, 2021 SOME POSITIVE DATA The Markets It’s a contrarian’s dream come true. Contrarian investors like to buck the trend. They buy when other investors are selling and sell when others are buying. Last week, Bank of America delivered a contrarian’s dream. A monthly survey of 225 global asset managers, who […]

Weekly Market Commentary February 1, 2021 The Markets Turning the corner into 2021. I would like to make you aware of a movie if you are interested in the topic of social media influence. There is a movie on Netflix that is called The Social Dilemma that has a wealth of informative insights on how […]

Weekly Market Commentary January 7, 2021 2020 Year In Review The Markets Last week was the cherry on top of a turbulent year for investors. After the $900 billion fiscal stimulus bill was signed on Sunday, major U.S. stock indices moved higher.  U.S. Treasuries gained, too, as yields moved slightly lower. Thirty-year Treasuries finished the week yielding […]

Weekly Market Commentary December 30, 2020 We Made It The Markets U.S. stock markets remained calm as a fresh chapter opened in the coronavirus stimulus saga last week. Congress managed to cobble together a new stimulus package that was acceptable to both sides and pass it. The proposed package included money to help states distribute […]

Weekly Market Commentary December 21, 2020 Santa Claus and The Market News The Markets Happy Holidays and Good News! Despite supply chain issues for the Elves this year, Santa will be making his rounds on schedule. I was just reflecting on another reason to love Santa. He made overnight free deliveries before Amazon ever existed. […]

Weekly Market Commentary December 16, 2020   The Markets Happy Holidays everyone! Investor enthusiasm for stocks was supported by the AAII Sentiment Survey. Last week, 48.1 percent of participants were bullish and the longer-term average is 38 percent. Even with that outlook U.S. stock indices finished lower last week. The decline has been attributed to […]

Weekly Market Commentary December 7, 2020   Market News and Some Middle Class Benchmarks   The Markets Major stock indices in the United States hit all-time highs on Friday, despite a lackluster employment report and a surge in COVID-19 cases, reported Lewis Krauskopf of Reuters. During the week, we saw:   The slowest jobs growth […]

Weekly Market Commentary November 30, 2020   Vaccine Optimism Immunized Investors and Online Buying Trends   The Markets   In previous commentaries, we’ve written about narrative economics, which holds that popular stories may affect individual and collective economic behavior. Last week, diverse narratives had the potential to influence consumer and investor behavior, but not all […]

Weekly Market Commentary November 23, 2020   Thanksgiving Is Here   I would like to open this Thanksgiving message to wish you and your family a special and joyful day. On behalf of our entire team, we would like you to know how much we appreciate our relationship with you. This has been a year […]