Economic Update — Reviewing Q1 2022

The post-pandemic stock market rally came to a sobering halt in the first quarter of 2022. All three major US indices fell by double digit percentage points at some point in Q1. The Dow ended the first quarter of 2022 4.6% lower, the S&P 500 finished Q1 down 5%, and the NASDAQ was off 9.1% … Continued

Your Complete Guide to Sector Rotation

As the economy expands and contracts, so do the financial performances of companies across the 11 stock sectors. When the outlook is positive, economically sensitive companies perform better and investors are prompted to buy their shares. If the outlook turns sour, investors may sell out of those companies and swap into investments that can better … Continued

Turning a $10K Investment into $39M with Austin Lieberman

FEATURING SOCIAL CAPITAL’S EMERGING MANAGER, AUSTIN LIEBERMAN, @LiebermanAustin ​​A $10,000 Investment in Microsoft in 1986 is Worth $39 Million Today! I hate these headlines. But let’s play along.. A $10,000 investment in Microsoft on November 3, 1986 held through November 29, 2021 is worth $38.9 million today. That’s a 389,000% return compared to a measly 4,270% return … Continued

Investing When Inflation Outpaces Interest Rates With Lyn Alden

FEATURING THE FOUNDER OF LYN ALDEN INVESTMENT STRATEGY, LYN ALDEN @LynAldenContact   One of my favorite ways to use YCharts is to keep track of various interest rates compared to various measures of inflation on one convenient chart. Historically, interest rates and inflation have often moved together, but things have been very different in 2021. We can … Continued

Economic Update — Reviewing Q3 2021

For most of Q3, it appeared the bull market would continue charging, but equities stalled out in September. In the third quarter of 2021, the NASDAQ and S&P 500 both rose by as much as 5% but finished around flat, while the Dow lost 1.5%. The last day of Q3 marked the first time in … Continued

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

Monthly Canada Market Wrap: March 2021

Welcome back to the Canadian Monthly Market Wrap from YCharts! Here, we break down the most important market trends for Canada-based advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Canada Market Wrap sent straight to your … Continued

Monthly Market Wrap: March 2021

Welcome back to the Monthly Market Wrap from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued

One Year Since the COVID Crash: How Far We’ve Come

It’s been one full year since the stock market crash on March 23rd, 2020, and a few months more since the novel coronavirus, COVID-19, was first identified. Little did we know how much the world, our daily habits, and our portfolios, would be changed. Here, we reflect on the past year through data and visuals … Continued

How to Visually Explain the Rise in Treasury Yields

Treasury rates are on the rise, and yield-hungry investors are making moves to satisfy their appetites. The 20-Year and 30-Year US Treasury Rates are now higher than the S&P 500 dividend yield, but the opposite was true for most of 2020. Yielding slightly more than 2%, both these long-term rates are back to levels seen … Continued