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Month-in-Review: March 2021

Quick Takes ● March by the numbers. U.S. stocks were up nicely in in March. The headline S&P 500 index returned + 4.4% (with dividends), its fourth positive month in the last five. All 11 sectors posted positive results, led by Energy (+29.3%). Large Value topped...

Week-in-Review: Week ending in 04.02.21

The Bottom Line ● The S&P 500 continued to set new record highs, this time above the 4,000 level for the first time to start the second quarter. Technology stocks sustained their renewed strength and led the Nasdaq and growth indices to the top of the charts over...

Week-in-Review: Week ending in 03.26.21

The Bottom Line ● The S&P 500 closed the week at a new all‐time high after a shaky start to the week. Like last week though, technology and small cap stocks fell, with the Nasdaq Composite down ‐0.6% and the Russell 2000 down ‐2.9%. ● February economic data...

Week-in-Review: Week ending in 03.19.21

The Bottom Line ● Major U.S. equity indices slid this week, as the S&P 500 and the Nasdaq Composite both fell ‐0.8% and the Dow dipped ‐0.5%. Small caps, which have outperformed this year, saw heavier profit taking with a ‐2.8% decline. ● February economic data...

Week-in-Review: Week ending in 03.12.21

The Bottom Line ● Global equities rallied on the week, led by small cap stocks and those in value and cyclically‐natured sectors. The S&P 500, Dow Jones Industrial Average and Russell 2000 Index all set new records during the week. ● The recently battered...