We mentioned in last month’s letter that May has historically been an underperformer when it comes to stocks. However, we suggested this year the tariff tantrums were going to drive […]
Latest Updates
Market Updates
Tariff Tantrum
April has traditionally been one of the best months of the year for stock performance as it has been the beneficiary of last-minute deposits to IRA accounts which often go […]
Worst Month Since September 2022
March has typically been a quiet month, but we suggested in last month’s market update things may be different this year. The market has been in a corrective cycle since […]
Risk Off
Over the past 50 years February has been the second worst month for stocks as some take profits after the traditionally strongest 3 months of the year, so we came […]
Great Start to 2025
January is traditionally a good month for the market as it is the month with the largest inflow of money into retirement accounts. Regardless of your income, if you participate […]
A Second Consecutive Year With S&P Up More Than 20%
December is traditionally one of the best months of the year for the stock market. Investors tend to be in a festive mood sending the market higher 73% of the […]
Second Best Month This Year
November has historically been the beginning of a 3-month period that accounts for 50% of all stock market gains for the year. Investors tend to be in a good mood […]
Second Down Month in 2024
Despite a bad reputation the month of September closed with a gain of 2% for the S&P 500 and we wondered if October might be more difficult. Except for April, […]
Yet Another Month of Gains
September is historically the most difficult month for stocks and coming off the Labor Day weekend the month began with a technology led decline that resulted in the worst week […]
7 Months Out of 8 Higher
A late rally in July moved the S&P 500 back into positive territory for the 8th time in the last 9 months, but August opened on a Thursday with some […]
