Flagship Blog

March Madness in the Markets

Week of March 17th Weekly Market Update With the exception of last year’s steady rise, March has been maddening for investors. In three of the past four years the S&P 500 raced higher in March only to reverse all of those gains in a pullback of about 10% that...

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Europe’s Big Bet

March 10th's Weekly Market Update Bond yields have fallen this year, but they began to rebound in the United States in the latest week as the glass-half-empty bond market realized the all-time high stock market may have it right. But this was not the case in most of...

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Stocks Go From Great to Good as the Bull Turns Five

March 3rd Weekly Market Update The end of this week will make it five years since the second most powerful bull market in post-WWII history began. After five years, only the bull market that began on August 12, 1982 was stronger. It is not over yet. In fact, the bull...

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The Real Reason for the Rebound

February 24th Weekly Market Update The first market storm of 2014 (that we had named Angel) is over with the S&P 500 and broader Russell 3000 stock market indexes rebounding to all-time highs after reversing a 6% decline. The decline was sparked by turmoil in...

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Lies, Damn Lies, and Charts

February 17 Weekly Market Update A comparison of the S&P 500 Index in 1929 just ahead of the stock market crash to the performance of stocks from 2012 through today has been making the rounds on the internet. The implication by the bears is that stocks are poised...

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