Last Week: Stocks hit new highs, with the S&P 500 gaining 0.86% to finally close above its January 26th top, while small stocks fared even better, as the Russell 2000 surged 1.93%. The often-cited adage is that the stock market climbs the wall of worry. I would...
Last Week: To the casual observer, it was a quiet week, with the S&P 500 posting a modest 0.59% gain, while the U.S. Dollar and bond markets were largely unchanged. On the other hand, there was tremendous daily volatility in the overall market, as well as...
Last Week: The S&P 500 slipped 0.25%, the yield on the Ten-Year Treasury slid 10 basis points to 2.85%, while the U.S Dollar strengthened over 1% to a new 2018 high. The chart below shows the link between the strength in the dollar and the S&P this year,...
Past performance or ranking is not indicative of future results. There is no assurance dividends will be paid. Past performance or ranking is not indicative of future results. Current performance may be lower or higher than the performance data quoted above. Total...
Last Week: Our TIEs (Trade, Interest rates, Earnings) theme remained the dominate narrative, with relatively benign developments on the Trade and Interest rates front and continued spectacular Earnings. Unlike most quarters when analysts make downward revisions to...
Important Risk Information: Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. In general, the price of a fixed income security falls when interest rates rise. There is a risk that issuers and...
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