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  • Worlds Apart
    Plus August Market Report

    John Gorlow | Sep 17, 2020
    Global Stocks Soar During Hottest August for Decades in MarketsIn 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
    Dollar Fall and Gold Soars

    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
    After Six Months Its Back to EarthIf 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
    Stock Gains And Social Pain, market summary, DFA, Jeremy Grantham, David Booth, Dimensional Fund Advisors, John Cochrane, Edward Lazear, Stanford, Cato Institute, Personalized Service, Index Fund Advisor

    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
    LifeAfterCovid

    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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  • A Market Crash Playbook
    Plus Q1 2020 Market report

    John Gorlow | Apr 14, 2020
    CoronavirusTracked

    Just weeks after climbing to record heights, US stocks sank more than 30%, ending the longest bull market ever and returning stock prices to where they were when President Trump took office in January 2017. Oil stocks slid to an 18-year low. A stampede out of bond markets and into cash added to the chaos. Many financial analysts believe that the value of private equity investments have been eroded even more than the broader stock market, due to the high leverage involved in most private equity deals. What should you do now? Here we offer context and guidance, followed by a review of Q1 numbers.

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  • Market Mayhem
    Plus February Market Report

    John Gorlow | Mar 13, 2020
    Life_Is_Unpredictable

    Life is unpredictable. The chaotic, steep slide of the market over the last few weeks and underlying fears of the Novel Coronavirus reinforced that undeniable fact. Vacation plans? Out the window. School schedule? Work routine? In flux. Business conferences? That deal in the works? Cancelled. Uncertain. Unpredictable. In the past few weeks I’ve written to our clients several times about the precipitous market decline. This month’s report will be short and to the point. In a nutshell: when life is unpredictable, stick to the plan you made in calmer times.

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  • Bonds Rally as Investors Sell Stocks
    Market Update and Advice

    John Gorlow | Mar 06, 2020
    conoravirus_mkt_fears

    You wouldn’t know it from reading headline news, but the S&P 500 today closed up over half a percent compared to a week ago (2972 on Friday March 6 versus 2954.22 on Friday February 28). The takeaway: Our collective mood doesn’t always reflect reality. Meanwhile a record-breaking global bond rally accelerated on Friday, with growing fears over the economic impact of coronavirus sending investors scrambling for the safety of government debt at the fastest pace since the financial crisis of 2008.

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  • Stocks Extend Fall to Cap Worst Week Since 2008

    John Gorlow | Mar 04, 2020
    virus-deepends-sell-off

    You are no doubt painfully aware of the market drop last week. A chart of the past five days looks like stepping off a steep cliff. By the time markets closed on Friday (28-February), the Dow had lost 12% for the week and the S&P had lost 11%, their worst week since October 2008, during the global financial crisis. Yields on the ten-year Treasury Bond plummeted to an all-time low. Oil prices dropped to their lowest level since December 2018.  And gold, usually a haven amid nasty stock market sell-offs had its biggest fall in years. If there was any good news, it was bittersweet: losses were smaller on Friday than they had been all week.

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  • The 2010s: A Decade in Review
    Plus Fourth Quarter Market Review

    John Gorlow | Mar 04, 2020
    decadeinreviewStocks and bonds in the US, and in many other developed markets and emerging markets, generated strong returns in 2019. Global equities were up more than 25%, and fixed income added more than 8%. For some, this performance is tinged with worry. After all, the US bull market is a decade old, and current headlines hint at all kinds of potential catastrophes ahead. Globalization backlash, Brexit uncertainty, bitterly divisive politics, rising inequality and climate change, to name a few. But don’t let worry derail your investment strategy. It’s impossible to predict the future of the markets with certainty. Who can say what this year will bring, much less the next decade? The only certainty is that the future will be filled with surprises. This month we’ll consider the lessons of the past decade, and how they might guide us now. First, a review of fourth quarter results
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