What a difference a year makes.  During the fourth quarter of 2018 stock markets were incredibly bad as most major indices were down an average of 15% (with the S&P 500 briefly losing more [...]

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After a six-month rally to start the year, most stock indices cooled off during the third quarter as major indices ranged from slightly negative to slightly positive.  Once again, the [...]

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The exciting world of yield curve shapes and how the “Recessionists” are getting it wrong Before 2019, most people did not follow the Term Structure of Interest Rates (more commonly known as the [...]

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The second quarter of 2019 was a continuation of the stock market rebound that began at the very end of 2018. The recent bottoming of the Standard and Poor’s 500 stock index occurred intra-day on [...]

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Is there excessive volatility in the stock market? Volatility is an essential part of long-term positive investment returns. Volatility (aka risk) is what provides long-term investors higher [...]

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The first quarter of 2019 was excellent for stocks. Major U.S. indices were up between 11.81% (Dow Jones Industrial Average) and 16.81% (NASDAQ).  Foreign stocks were also higher with the MSCI [...]

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Stock markets were significantly lower in the fourth quarter of 2018. All major indices were down double digits by December 31st, 2018. Small caps were particularly hard hit as the Russell 2000 [...]

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The third quarter (ending September 30, 2018) for financial markets was strong as the Dow Jones Industrial Average (Dow) was up 9.63% and the Standard and Poor’s 500 Stock Index (S&P 500) [...]

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We have seen the return of volatility this week as the general stock market has declined the last several days.  This appears to be another technical sell-off.  It is the same thing that we have [...]

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The second quarter saw financial markets regain some of the momentum that was lost during the first quarter. Higher corporate earnings and strong economic fundamentals prevailed over [...]

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