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Category Archives: Interest Rates

June 2, 2025

“Ultimately, nothing should be more important to investors than the ability to sleep soundly at night.” Seth Klarman Summer is here and we closed a very good May. But first here are the numbers from last week. The S&P 500 gained 2.24%, the Dow jones Industrial average managed to gain 1.79%, The Nasdaq led up […]

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May 26, 2025

“It is foolish and wrong to mourn the men who died. Rather we should thank God that such men lived,” General George S. Patton. Happy Memorial Day As we start the official beginning of summer, lets remember what today really means, here are the numbers. The S & P 500 finished the week down 1.70%, […]

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May 19, 2025

“The stock market is a device for transferring money from the impatient to the patient.” (after the last 6 weeks I had to use this again) Warren Buffett I have always said that money is the great equalizer, your enemy or rival becomes your friend if the relationship is financially mutually beneficial. But first here […]

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May 12, 2025

“All that I am, or hope to be, I owe to my angel mother.” Abraham Lincoln   Happy Mother’s Day, here are the numbers from last week. The S&P 500 finished up slightly .08%, the Dow Jones Industrial Average added .18%, the Nasdaq gained .63%. Internationally, the FTSE 100 led up .68% and the MSCI-EAFE […]

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May 5, 2025

“Sell in May and go away” Old Wall Street adage Not so Fast! But first the numbers, the S&P 500 gained 2.85%, the Dow Jones Industrial Average matched it up 2.855 also, Nasdaq led the charge, up 3.37%. Internationally, the FTSE 100 had a good week, up 2.155 and the MSCI-EAFE gained 2.45%. The 2-Year […]

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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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April 21, 2025

Happy Easter and Passover.   Here are the numbers from the holiday shortened last week, The S&P 500 lost 2.93%, the Dow Jones Industrial Average lost 3.46%, and the Nasdaq surrendered 4.87%. Internationally, the FTSE 100 had a good week, up 4.58% and the MSCI-EAFE gained 2.62%. The 2-year Treasury paid 3.75% and the 10 […]

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April 14, 2025

“A little revolution now and then is a healthy thing don’t you think?” Captain Ramius from the Hunt for Red October.   After numerous conversations with many of our clients this week, I felt compelled, with all humility, to try and explain what is happening in this version of our newsletter. Further, as next week […]

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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 24, 2025

“Buy not on optimism, but on arithmetic.” Benjamin Graham Well, another rollercoaster week, but all is well that ends well. First the numbers, The S&P 500 looked like it was setting up for a 5th straight decline but ended the week up .57%, the Dow Jones Industrial average gained 1.27%. the Nasdaq added .35%. Internationally, The […]

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