Economic Update — Reviewing Q2 2021

The green flag continued flying for the bull market in Q2 of 2021, as investors continued to load up on assets of all types. With most of the country fully reopened thanks to improving coronavirus vaccination rates, US markets continued their climb. The Dow and S&P 500 gained 5.1% and 8.5%, respectively, but a marketwide … Continued

Economic Update — Reviewing Q1 2021

A big green flag was waved for the bull market in the first quarter of 2021, as investors continued to load up their plates with risky assets. With a presidential election behind us and ever-growing coronavirus vaccination rates ahead, US markets got back off to the races. The NASDAQ gained 3% in Q1, but a … Continued

Economic Update — Reviewing Q4 2020

Not even two brand-new strains of the novel coronavirus could slow the bull market down in Q4. Despite worldwide lockdowns, a blanket of new restrictions in the United States, and even a dose of election uncertainty, the Dow and S&P 500 rose 10% and 11.1%, respectively, while the NASDAQ tacked on a 13.8% gain in … Continued

Economic Update — Reviewing Q3 2020

The bull market raged on in the third quarter of 2020, continuing the second quarter rally. Despite the Covid-19 pandemic keeping a tight grip on the global economy, the S&P 500 and Dow gained 8.9% and 8.2% respectively, while big tech drove the Nasdaq Composite up 11.2% in Q3 on a total return basis. Even … Continued

S&P 500 Storylines with Lyn Alden

FEATURING: LYN ALDEN One thing I continue to monitor is the consolidation (and potential pivot point) for the ratio of the equal weight S&P 500 $RSP and the market weight version $SPY. Equal weight tends to outperform over the long run, but underperform at the 2nd half of a business cycle. pic.twitter.com/aEompytdMh — Lyn Alden … Continued