Markets Continue to Rally as Positive 2019 Data Rolls In
The very big picture (a historical perspective): The long-term valuation of the market is commonly measured by the Cyclically Adjusted Price to Earnings ratio, [...]
US Equities Still Steady Post US/IRAN Conflict
U.S. stocks hit new record highs as the prospects for a wider armed conflict between the U.S. and Iran faded by the end of the [...]
The Year Everything Worked
The year 2019 was quite unusual in this way: no matter where you look in the tables below, there’s one thing you won’t find - [...]
Macro Perspective September 2019
Market Recap: For the month of August, the Dow fell -1.7%, the NASDAQ -2.6%, and the S&P 500 ‑1.8%. The smaller cap S&P 400 and [...]
Macro Perspective August 2019
Market Recap: July was a modestly positive month for U.S. markets. The Dow rose 1.0% and the NASDAQ added 2.1%. The S&P 500 gained 1.3%, [...]
Macro Perspective July 2019
Market Recap: June and Q2 Summary, US Markets: It was a great June and a good Q2 for US markets. May’s declines were recovered in [...]