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  • New Year, New Drama Plus
    January Market Report

    John Gorlow | Feb 16, 2021
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    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
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    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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  • 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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  • Living with Uncertainty

    John Gorlow | May 08, 2020
    CardiffPark_Perspective

    April was a temperamental month filled with swings in investor mood and sentiment. And despite a blockbuster performance by stocks, it was a month filled with anxiety. How can we go about our day-to-day lives while bracing ourselves for further volatility? We offer our perspective here.

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  • Zero-Fees Trading: Too Good to be True?
    Plus Third Quarter 2019 Market Report

    John Gorlow | Oct 13, 2019
    CardiffPark_Perspective

    The S&P 500 delivered a modest increase in the third quarter, helping stocks hold on to their biggest year-to-date gains in more than two decades. The simultaneous rise in safe assets like Treasuries reflects the fact that the most prominent economic narratives today are not optimistic. If you add the bleak surveys of business confidence worldwide, you may decide it’s time to batten down the hatches in preparation for a downturn. But you can't predict the future, and neither can anyone else. Meanwhile, in the battle to capture customers, Charles Schwab shook the brokerage industry last week when it said it will cut commissions to zero. Schwab’s move has since been matched by TD Ameritrade, Fidelity and others. We’ll look at benefits and potential concerns of this latest step after a review of Q3 market results.

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  • August Market Report

    John Gorlow | Sep 10, 2019
    CardiffPark_Perspective

    It was a volatile month for stocks. Fears about escalating US-China trade tensions sent the Broad US Stock Market Index down 2.50% or more on at least three occasions in August, the most in nearly eight years. Gold prices surged as investors sought a refuge from the selling. The yield on the two-year Treasury Note surpassed that of the ten-year for the first time since 2007. The S&P 500 Index still returned 18.34% YTD, and within a couple percent of July’s record close. 

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  • Emerging Markets: Hold or Fold?
    Plus July Market Report

    John Gorlow | Aug 16, 2019
    CardiffPark_Perspective

    When will Emerging Markets come back to life? Ten years is a long time for buy-and-hold investors to be patient, especially when comparing the subpar returns of Emerging Markets to the stratospheric gains of the S&P 500 Index over the same decade. The data tell a nuanced global story, punctuated by politics, protectionism, nationalism, trade wars, climate change, and unexpected winners and losers. In our view, the story is far from over. We’ll share our perspective and advice after a look at the July markets.

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