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Category Archives: The Market

April 28, 2025

“The market will always go up in the long run. And if it doesn’t, it means the world has basically collapsed and you’ll have far worse to worry about than your index fund.” John C. Bogle Former Vanguard CEO   Here we go again! After a wild ride the past few weeks as the world […]

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March 31, 2025

“Invest for the long haul. Don’t get too greedy and don’t get too scared.” Shelby M.C. Davis   Well March came in like a lion but is hardly going out like a lamb, but first, here are the numbers. Last week volatility ruled the day as several key reports came out, The S&P 500 lost […]

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March 10, 2025

“With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future.”  Carlos Slim Helu After last week, a little historical perspective is in order. Here are the numbers: The S&P500 suffered a loss of 3.32%, the Dow jones Industrial Average fell […]

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February 24, 2025

“Risk comes from not knowing what you are doing” Warren Buffett Markets were in risk-off mode in the wake of a wave of economic data that showed cracks in key parts of the economy. Bond yields were falling, and the only major S&P sector on the rise was consumer staples, but first, here are the […]

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July 1, 2024

Happy post-debate to you all, here are the numbers: The S&P 500 and the Dow Jones Industrial Average were basically flat slipping .01% and the Nasdaq gained slightly more, up .02%. Internationally, the FTSE 100 lost .089% and the MSCI-EAFE added .05%. the 2-year closed at a yield of 4.73% and the 10-year paid 4.35%. […]

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June 3, 2024

“Let your winners run and cut your losers.” Peter Lynch Hoping all had a delightful Memorial Day Holiday. Needless to say, last week was historic but Wall Street basically ignored the theatrics and focused on some key numbers. Last week, the S&P 500 finished off 1.5% but closed a solid month of gains in May. […]

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April 29, 2024

“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” Albert Einstein This week was the Good the Bad and the Ugly. But first the numbers: The S&P 500 snapped back +2.7%, the Dow Jones Industrial Average added .32%, the Nasdaq recovered +3.45%. Internationally the […]

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April 22, 2024

“Sell a stock only when you find a new stock that is 50% better bargain than the one you own.” Sir John Templeton Well, we finish last week with the S&P 500 posting its 3rd straight week of losses and along with the Nasdaq six days in a row in the red. Here are the […]

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April 8, 2024

April 8, 2024 “Know what you own and know why you own it.”  Peter Lynch All good things come to an end. After a stellar first quarter the markets decided to take a breath. Here are the numbers. The S&P 500 lost 1.02%, Dow Jones Industrial Average retreated 2.27%, the Nasdaq trimmed 1.31%, internationally, the […]

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April 1, 2024

“To make money in stocks you must have the vision to see them, the courage to buy them, and the patience to hold them.” Thomas Phelps   What a week and what a quarter, not an April Fool’s joke! The Markets (S&P and Dow) set all-time records highs. Here are the numbers. The S&P 500 […]

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