Domestic Groups
February Market Action
For the month of February, the majority of broad stock market indexes ended roughly where they began.
New Select Industries Group Position– Homeland Security
Establishing new Select Industries Equity Portfolio position in Homeland Security, which replaces the deactivated Home Entertainment Software.
January Market Action
Although the performance hurdle had not been set very high, many of the stock market indexes posted gains in January that beat (or rivaled) the gains for the entire year of 2005.
December Market Action
The end of year marked the third consecutive year of positive returns for the stock market, even though they were hardly the kind of gains that we saw in the earlier stages of the current recovery phase for stocks.
November Market Action
Back at the end of October, virtually all of the primary stock market indexes were slightly underwater on a YTD basis, but November’s market action changed all that with an impressive rally.
Will Traditional Defensive Groups Work The Same This Time Around?
For clients unable to shift to equity alternatives or increase cash holdings, this month’s “Inside The Stock Market” section provides an update of our Defensive Stock group study in order to identify some potential hiding places.
October Market Action
With most indexes declining during October, it was not a bad month to have a portion of the asset allocation portfolio hedged.
September Market Action
Going into September, there was little expectation that equities would perform strongly in the coming month, and by that token, the market did not disappoint.
What Moves in the Fourth Quarter?
The top ten groups, from our 150+ group history, in each of the last six years during the fourth quarter (October to December performance).
August Market Action
Considering the menace of record high oil prices and the devastation caused by Katrina— two topics which dominated the national headlines in August— stocks held up relatively well.
Sustainable Tech Rally?
Sustainable Tech rally or nothing more than playing catch-up?
July Market Action
Strong July stock market could continue into the dog days of August.
Half Time Equity Group Review– Checking In On The Year’s Leaders And Laggards
Half Time Report: What’s “Hot” and what’s “Not”. Group leaders and laggards for YTD, Q2 and June market action.
May Market Action
For those who were having trouble remembering what positive returns felt like, May’s stock market strength probably came as welcomed relief.
April Market Action
The YTD performance gap between large caps and small caps continues to widen.
March Market Action
Market is very oversold after the March decline, and a near term rally is expected soon.
February Market Action
Right out of the gates, February’s stock market performance quickly erased the declines posted in January. But by month end, the S&P 500 had given back some of the ground gained in the first half.
Take A Wait And See Attitude For February
February sure came in like a bull, with the S&P 500 already up 1.8% through February 4th, while the NASDAQ has risen 1.1%.
2004 Dreams And Nightmares… A Look At What Might Have Been
It would have been a successful strategy to buy the 20 worst sectors from 2003 at the start of 2004.
Crossroads For The Bull
Many of our historical cycle studies are indicating that the stock market and U.S. economy are now getting past their prime, and may be running on borrowed time.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
