• Your Weekly Roadmap
Fri February 3

Good evening: _“Our core holdings are the same as last year. We own shares of the best businesses in the world. Our attitude is that of a museum director: We only want to own masterpieces.” - François Rochon_ Investors digested a lot this week between...

Aerial View Of Beautiful Mountain Road Near The Sea
  • Your Weekly Roadmap
Fri January 20

Stocks Finish Week Strongly, With Nasdaq Up for Three Straight Weeks

Good evening: Major market indices slipped slightly at the beginning of the shortened trading week, fell more sharply on Wednesday and Thursday in response to recession worries, and finished by rebounding on Friday. Investors worried that the Fed would overtighten in its inflation battle, despite increasingly visible progress. This week,...

  • Your Weekly Roadmap
Fri January 13

Stocks Notch Best Week Since November As Nasdaq Winning Streak Extends to Six Days

Good evening: The markets opened strongly this week in hopes that Thursday’s CPI reading would be soft and convince the Fed that previous rounds of rate hikes had achieved the desired effect. The release met Street expectations, marking three consecutive months of downside reads. Yields dipped, with the 2-year falling...

  • Your Weekly Roadmap
Fri December 30, 2022

Stocks Close Out Worst Year Since 2008

Phew. Stocks ended a tough year in a dismal fashion. Just as they kicked off the year in January with a slide, markets sold off into the holiday week. In December, the S&P 500 fell more than 6%. During the long bull run since the March 2009 bottom, the S&P...

  • Your Weekly Roadmap
Fri December 23, 2022

S&P 500 Falls For 3rd Straight Week

 “The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd.” – Warren Buffett Good evening: Markets closed down for the third consecutive week. But our Mark Newton, Head of Technical Strategy,...

  • Your Weekly Roadmap
Fri December 9, 2022

Markets End Lower Ahead of Fed Week, November CPI

Good evening, The chop continues ahead of two significant events on the year-end calendar: the November CPI report releases Tuesday, Dec. 13, and the Federal Reserve’s final meeting in 2022 is Wednesday, Dec. 14. An expected rate decision should dictate how markets end the turbulent year. Will we see a...