Last Week’s Summary S&P 500 Index rose 0.99% International Equities rose 0.42% Emerging Markets fell 0.29% U.S. 10-Year Treasury Yield fell to 4.17% Initial Jobless Claims rose to 215k GDP fell to 3.2% PCE fell to 2.4%; Core fell to 2.8% U. of Mich. Sentiment fell to 76.9 What to Watch for This Week T, […]
Market Summary – March 4, 2024 Read More »
“Fat Tail Risks” refers to the rare chance of experiencing extremely large losses, far beyond what is normally expected in the market. When we look at how many 20% pullbacks occurred in the S&P 500 Index throughout the years, we can see that it happens around 0.35 times per year. This translates to at least
Weekly Client Letter – February 26, 2024 Read More »
Last Week’s Summary S&P 500 Index rose 1.68% International Equities rose 1.34% Emerging Markets rose 1.23% U.S. 10-Year Treasury Yield fell to 4.24% Initial Jobless Claims fell to 201k Leading Index fell to -0.4% S&P Global US Manufacturing PMI rose to 51.5 What to Watch for This Week M, 2/26/24 Dallas Fed Manf. Activity T,
Market Summary – February 26, 2024 Read More »
The S&P 500 has surpassed its previous all-time high, and our fully invested models have successfully capitalized on this rally. As we have seen, historical trends in the S&P 500 have shown significant drawdowns exceeding 50%. Our RiskFirst® process is designed to be mindful of these patterns, with the goal of managing downside risk to
Weekly Client Letter – February 20, 2024 Read More »
Last Week’s Summary S&P 500 Index fell 0.35% International Equities rose 1.61% Emerging Markets rose 2.11% U.S. 10-Year Treasury Yield rose to 4.27% Initial Jobless Claims fell to 212k CPI fell to 3.1%; Core remained at 3.9% PPI fell to 0.9%; Core rose to 2.0% U. of Mich. Sentiment rose to 79.6 What to Watch
Market Summary – February 20, 2024 Read More »
Investment-Grade Aggregate Bonds are still fighting to find their footing in the recovery process. They’re hitting a wall that’s stopping them from bouncing back completely. This obstacle is dragging out their slump, setting records with each passing day, now at 1,280 days. For years, these bonds have been a staple in the “core bond” portfolios
Weekly Client Letter – February 12, 2024 Read More »
Last Week’s Summary S&P 500 Index rose 1.40% International Equities rose 0.27% Emerging Markets rose 0.76% U.S. 10-Year Treasury Yield rose to 4.17% Initial Jobless Claims fell to 218k MBA Mortgage Applications 3.7% S&P Global US Services PMI fell to 52.5 ISM Services Index rose to 53.4 What to Watch for This Week M, 2/12/24
Market Summary – February 12, 2024 Read More »
While most asset classes had significant moves down in 2022 and violent moves up in 2023, private debt was largely uncorrelated to the broad market. Including private debt into a core fixed-income asset allocation is looking less like an option and more like a necessity. Utilizing Our RiskFirst® process, we incorporated private debt into our
Weekly Client Letter – February 5, 2024 Read More »
Last Week’s Summary S&P 500 Index rose 1.41% International Equities rose 0.09% Emerging Markets rose 0.32% U.S. 10-Year Treasury Yield rose to 4.15% Initial Jobless Claims rose to 224k FOMC Rates remained at 5.25%-5.50% Nonfarm Payrolls rose to 353k Unemployment Rate stayed at 3.7% What to Watch for This Week M, 2/5/24 S&P Global U.S.
Market Summary – February 5, 2024 Read More »
As we analyze the historical performance across different sectors within the S&P 500, a prominent trend emerges: the technology sector has significantly outperformed others. This sector, unlike most, has not only surpassed its 2021 performance level but has done so by a considerable margin. Other sectors have shown more modest growth, making the disparity in
Weekly Client Letter – January 29, 2024 Read More »
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