Market Overviews

Market Review Trust and confidence. That’s what financial markets boil down to.  Rising trust leads to rising stock prices. Lack of trust….look out below! In March, we saw the evaporation of that confidence and the subsequent run on Silicon Valley Bank and First Republic. I won’t expound on all the details as you’ve probably read…
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Market Review We got a bit of reprieve this last quarter from the onslaught that 2022 has been. US stocks were up over 7% this quarter, and I’m pleased to write that developed international stocks were up 16%! It pays to be globally diversified and we finally got to see those benefits of owning companies…
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Market Review I was re-reading a book on my Kindle this week titled “Why Business People Speak Like Idiots.” The authors highlight the inability of most businesses to speak clearly and frankly especially around situations that aren’t positive. They want to sound smart so they say long sentences with jargon filled verbiage, which are really…
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Market Update After U.S. markets entered bear market territory in the second quarter of 2022, it’s a good time to remind ourselves of some facts regarding markets and our investment philosophy. A bear market is defined as a 20% drop in an index. It should be noted that “bear markets” (20% drops) or “corrections” (10%…
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Market Update Markets dabbled in correction territory at the start of the year and then claimed some of the losses back in the second half of March. U.S. stocks, developed foreign stocks, and emerging markets were down 5.3%, 5.2%, and 6.7%, respectively. In this past quarter, small cap underperformed large cap by 2.4% and value…
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Market Update The U.S. and real estate markets surged at the end of the year. The U.S. market was up 9.28% in the 4th quarter as measured by the Russell 3000 (the 3,000 largest U.S. companies) and real estate was up 12.35% in the 4th quarter as reported by the S&P Global REIT Index. Developed…
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