US equities were down again. Int’l equities were flat. Gold was on fire. Rates little changed. Credit spreads are moving higher.
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US equities were negative in February while rest of major asset classes were positive – especially long bonds.
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A solid start to 2025, though tariff volatility kicked in on last day of the month.
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US Large Caps got a little less large, Small Caps a lot smaller, REITs and long bonds smoked and the Fed said “not so fast”
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The election drove many asset classes higher after the October pullback, though international equities were down.
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US equities gave it up the last days of October while Int’l equities and bonds drifted down all month. How about them rates!
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After a weak start, September returns picked up mid-month and finished strong. Welcome October!
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August started out in “risk-off” mode but quickly reversed. Hello September!
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Small caps had a strong month after another tame inflation report.
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US Large Cap equities have performed extremely well lately. Can that continue?
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Equity markets were mixed in June, but US Large Caps and Emerging Markets were solid.
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Equity markets rebounded strongly in May
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