[media-downloader media_id=”4043″ texts=”Download PDF” class=”cherry-btn”] Index Month YTD Dow Jones +7.3% +15.3%  S&P 500 +7.0% +18.4% NASDAQ +7.5% +21.3% Barclays +1.25% +6.1% 10-Yr Treasury yield was 2.12% at the end of May and 2% at the end of June Markets The S&P 500 hit a new record high on July 1st, and on the same …

July – 2019 Newsletter Read More »

[media-downloader media_id=”4007″ texts=”Download PDF” class=”cherry-btn”] Index Month YTD Dow Jones -6.30% +7.56%  S&P 500 -6.34% +10.74% NASDAQ -7.77% +12.86% 10-Yr Treasury yield began the month at 2.50% and ended May at 2.12%. Markets Uncertainty returned to the stock market in a big way in May. The Dow Jones Industrial Average fell below 25,000 for the …

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[media-downloader media_id=”4003″ texts=”Download PDF” class=”cherry-btn”] Index Month YTD Dow Jones +2.56% +14.00%  S&P 500 +3.93% +17.51% NASDAQ +4.74% +22.01% Barclay’s Agg +0.26% +2.96% 10-Yr Treasury yield was 2.414% at the end of March and 2.509% at the end of April. Markets In last month’s newsletter, I mentioned that the recent flattening of the yield curve …

May – 2019 Newsletter Read More »

[media-downloader media_id=”3996″ texts=”Download PDF” class=”cherry-btn”] Index Month YTD Dow Jones +0.17% +11.79%  S&P 500 1.94% +13.62%  NASDAQ +2.69% +16.79% Barclay’s Agg +1.92% +2.94% 10-Yr Treasury yield was 2.75%% at the end of February and 2.40%% at the end of March. Markets The stock market finished March and the first quarter of 2019 in rally mode. …

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[media-downloader media_id=”3991″ texts=”Download PDF” class=”cherry-btn”] Index Feb. YTD Dow Jones +4.02% +7.28%  S&P 500 +3.20% +8.00%  NASDAQ +3.59% +9.78% Barclay’s Agg -0.05% +1.06% The US 10yr began the month at 2.62% and finish February at a 2.71% yield. We swapped Goodyear Tire bonds for Bank of America bonds. Markets For the most part, February saw …

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