Market Commentaries

When markets are sharply up or sharply down, attention seems to focus on the one asset class [...]

What Happened in 2024 The S&P 500 gained 25% including dividends in 2024, its second 25%+ calendar [...]

Markets hate uncertainty and with the U.S. Presidential election decided, one source of uncertainty has been removed.  [...]

I started writing this commentary before the election, but held onto it since it will live most [...]

Despite the usual myriad of things to worry about, market returns were strong in the third quarter.  [...]

August was the seventh month this year with positive returns for the S&P 500 (April being the [...]