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May was a poor month for the markets. All indexes and your portfolios are down. The prior month April was very good. The market fluctuates a lot. It is hard to read much sense into it on a short-term basis. … Continue reading
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It was a great month. All of you made a lot of money. It was also a great year to date. Many of the indexes are now at all time highs. Remembering back to how this last December looked, with … Continue reading
A lot of volatility in the stock market this month, but in the end it didn’t go anywhere. The Dow ended the month a few points up compared to the beginning of the month. The quarter, however, was fantastic. The … Continue reading
What a nice month! The profits in January almost made up the entire loss from December. The panic in December was intense. We received several phone calls but almost all of you held tight to the plan. We actually re-balanced … Continue reading
The common wisdom (an oxymoron) is that we had another ugly month. Major downswings, panicked phone calls to your favorite investment advisor. The reality, however, is that the market was up for the month. You all made money. I have … Continue reading
This month’s stock market was extremely ugly. The fear turned into a stampede. There were no news events. The US economy was a roaring success. Trade and tariff battles went quiet. But heck, let’s not let facts get in the … Continue reading
Despite the drama this month, despite who said what stupid thing, despite the international crisis because of the trade and tariff battles, all of you had a great month. The Dow is just below its all-time high. The S&P and … Continue reading
All of you had a great month. Portfolios have recovered all past upsets and are at the highest point for the year. In fact, highest point ever. Obviously, this rally will not last forever. At some point there will be … Continue reading
The market this month was essentially flat. For the quarter, it was way better than flat. Almost all of you show nice profits. The exceptions concern some clients who just started and some clients with concentrated stock positions that went … Continue reading
When I was thinking about what to write this month, I was certain the market was down. I have been hearing trade tariff this and that, the market has been swinging up and down, and clients have been calling about … Continue reading