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  • Behind the Inflation Debate
    February Market Report

    John Gorlow | Mar 18, 2021
    CardiffPark_Perspective

    Sometimes the investment landscape is radically altered overnight. Such was the case when the US economy was abruptly shuttered in March 2020. A year from now we may look back again, assessing how President Biden’s signature $1.9 billion Covid-19 relief plan affected the economy for better or worse. Meanwhile, we have plenty to unpack this month as markets respond to a tidal wave of money, hopes for recovery, and the threat of inflation.

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  • New Year, New Drama Plus
    January Market Report

    John Gorlow | Feb 16, 2021
    John_12.18.20_Crop_A

    2020 was one of the most traumatizing years in modern history. Then January 2021 started off with more new dramas. A deadly insurrection at the Capitol. A second Impeachment. The inauguration of a new US president, a special election in Georgia, and Democrats gaining control of the US government. Through it all, the saga of Covid-19 continued to unfold with news of supply shortages, unequal access to vaccinations, fast-spreading mutations and more. To top it off, there was the wild GameStop story.

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  • Lessons from a Tumultuous Year
    Plus 2020 Market Review

    John Gorlow | Jan 17, 2021
    John_12.18.20_Crop_AFrom the vantage point of mid-January, 2020 seems long ago and far away. Continuing turmoil may affect the market for some time to come. Yet with so many outcomes unknown, some things remain constant, including fundamental principles that underlie successful long-term investing. This month I am sharing a 2020 capital markets recap reprinted in full from DFA.

     

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  • Rally Round
    Plus November Market Report

    John Gorlow | Dec 16, 2020
    John_12.18.20Global markets staged one of their biggest rallies in years in November, propelled by progress on coronavirus vaccines and investor relief over the end of a polarizing US presidential election. A wide range of stocks fueled the run-up, expanding support beyond the few dominant technology companies that drove up indexes earlier this year. Better than expected corporate earnings across multiple sectors added to the surge. With nearly all S&P 500 companies reporting, analysts are projecting third quarter profits fell -5% from a year earlier, which is a marked improvement from the -20% decline forecast at the end of September.

     

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  • Is It Over Yet?
    Plus October Market Report

    John Gorlow | Nov 17, 2020
    CardiffPark_Perspective

    Long-predicted volatility showed up like a sudden, fast-moving storm in the final week of October. Election jitters, Congressional failure to deliver a Covid-relief package, new lockdowns in Europe, and a rapid rise in US Covid cases gave investors all the reasons they needed to dump stocks. The carnage was severe, with the S&P shedding 5.6%, the Dow dumping 6.5%, and the tech-driven Nasdaq losing 2.4% in just one week. For the month, all three indexes lost 2% or more. 

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  • Reality Check
    Plus Q3 Market Report

    John Gorlow | Oct 14, 2020
    CardiffPark_Perspective

    Investors could be forgiven for feeling disconnected from reality at the end of Q3 2020. Among many disrupted patterns and expectations, we’ve witnessed a skyrocketing stock market amidst deepening global economic pain and human suffering. Yes, there are always opportunities hidden within calamities. But who could have predicted the astounding gains of the last two quarters?

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  • Worlds Apart
    Plus August Market Report

    John Gorlow | Sep 17, 2020
    CardiffPark_Perspective

    In August the stock market seemed to shrug off the bad and worrisome news related to Covid-19. Instead, investors continued to pour money into tech and communications stocks perceived to be essential to the new stay-at-home world in which we now live. How to make sense of it all? This month we dive into explanations for tech’s skyrocketing valuations—and the things that could make those valuations take a nosedive. We begin with a look at the market’s stellar performance in August.

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  • Dollars, Gold and Sense Plus July Market Report

    John Gorlow | Aug 14, 2020
    CardiffPark_Perspective

    A feeling of “what’s next?” is in the air. By now, Congress has gone home for the summer. Efforts to put more money in the pockets of tens of millions of unemployed Americans are stalled. Fall campaigning and mud-slinging have begun in earnest. Covid-19 rages on, a deadly whack-a-mole game played across the earth. Amid the uncertainty, July markets did well. But what can we read into the dollar’s decline and gold’s ascent? Let’s take a look.

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  • After Six Months, It’s Back to Earth
    Plus June 2020 Market Report

    John Gorlow | Jul 17, 2020
    CardiffPark_PerspectiveIf you had lived on a mountaintop for the first six months of 2020, unaware of all the tumult below, you may have concluded that nothing much happened to move the markets while you were gone. By the end of June 2020, the S&P 500 Index was down just slightly from where it began the year. This sanguine performance came despite scenes of death, destruction, isolation, outrage and fear that have rarely been witnessed on such a global scale. We offer our Q2 wrap-up and perspective here, followed by the June market report.

     

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  • Stock Gains and Social Pain
    Plus May Market Summary

    John Gorlow | Jun 16, 2020
    CardiffPark_Perspective

    Despite more than 108,000 US deaths from Covid-19 and deep job losses caused by the economic shutdown to prevent even more fatalities, US stock prices are hovering within 8% of their all-time peaks reached earlier this year. How does this square with the bleak news of the past month? We share our thoughts on a turbulent period of social unrest and economic uncertainty following a brief market summary.

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