by J.J. Schenkelberg, CFA | Jan 9, 2023 | Market Commentary, Market Performance
Happy New Year! Good riddance to 2022! There were many good parts of 202–extremely low unemployment, less mask wearing, higher home values and strong commodity returns. However, for the stock and bond markets as a whole, it was a bummer year and I think we are...
by J.J. Schenkelberg, CFA | Oct 18, 2022 | Market Commentary, Market Performance
IndexThird Quarter 2022Year To-Date 2022S&P 500-5.3%-24.8%Dow Jones Industrial Average-6.7%-21.0%Russell 2000-2.5%-25.9% MSCI EAFE (International Index)-10.4%-27.2% Barclays Aggregate...
by J.J. Schenkelberg, CFA | Oct 18, 2022 | Market Commentary, Market Performance
Stock and bond markets have had a rough ride so far this year, to say the least. The number one influence on prices has been inflation. We are all feeling the effects of inflation, which is defined by www.investopedia.com as “a rise in prices, which can be translated...
by J.J. Schenkelberg, CFA | Apr 12, 2022 | Market Commentary, Market Performance
Performance Source: Koyfin U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of -5.0% for the First Quarter of 2022. U.S. stocks marginally outperformed international again for the quarter as measured by the iShares...
by J.J. Schenkelberg, CFA | Apr 12, 2022 | Market Commentary, Market Performance
Market Forces. Power of the Consumer in Charts Investors are watching the market a little more closely these days. For those of you who have been following this newsletter the past six years, you know that when I look at any investment I look at the quality of...
by J.J. Schenkelberg, CFA | Oct 15, 2021 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 0.6% for the Third Quarter of 2021. S&P 500 performance was driven by strength in select stocks with large weights in the index. U.S. stocks outperformed...
