Call us toll free: 888 332 2238
  • Rally Round
    Plus November Market Report

    John Gorlow | Dec 16, 2020
    JohnGorlow_26593 Global 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.


    Read More
  • Is It Over Yet?
    Plus October Market Report

    John Gorlow | Nov 17, 2020

    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. 

    Read More
  • Reality Check
    Plus Q3 Market Report

    John Gorlow | Oct 14, 2020

    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?

    Read More
  • Worlds Apart
    Plus August Market Report

    John Gorlow | Sep 17, 2020

    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.

    Read More
  • Dollars, Gold and Sense Plus July Market Report

    John Gorlow | Aug 14, 2020

    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.

    Read More
  • 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.


    Read More
  • Stock Gains and Social Pain
    Plus May Market Summary

    John Gorlow | Jun 16, 2020

    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.

    Read More
  • Living with Uncertainty

    John Gorlow | May 08, 2020

    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.

    Read More
  • A Market Crash Playbook
    Plus Q1 2020 Market report

    John Gorlow | Apr 14, 2020

    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.

    Read More
  • Market Mayhem
    Plus February Market Report

    John Gorlow | Mar 13, 2020

    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.

    Read More

Cardiff Park Advisors
7161 Aviara Drive
Carlsbad, CA 92011
Phone (760) 635-7526
Toll Free (888) 332-2238
Fax (760) 284-5550

Copy Right © | Cardiff Park Advisors