Market Action
Scanning The Markets
The equity markets began the year with a very solid performance.
The Fed Brings A Wet Blanket To The New Year’s Party
Market sell off in response to slight modification in Fed policy statement was absurd. During any healthy recovering economy, interest rates will rise in response to the improvement.
Scanning The Markets
The equity markets ended the year with a bang, turning in very strong December performance.
November Leadership
November correction we anticipated never materialized. December could be frosting on the cake as the last month of a very good stock market year.
Scanning The Markets
The equity markets turned in strong October performance. Only 4 of 150 groups had negative performance in October.
Surviving Octophobia
No! We are not bearish on the market, but think a relatively minor correction (6%-8%?) could develop before year end. Market has moved up quickly, especially in October. So a pull-back is certainly plausible.
Scanning The Markets
The equity market took a breather in September.
Into The Home Stretch…..2003
Octophobia 2003…..The stock market has nothing to fear but fear itself. The financial system is awash in liquidity, the economy stronger than anticipated and investor confidence is returning.
Scanning The Markets
The equity market continued its strong performance in August.
Scanning The Markets
The equity market resumed its strong performance in July.
Wind In The Sails
Continue to position our portfolios to take advantage of the current updraft in the U.S. stock market. Economic results and earnings reports continue to surprise on the upside.
Scanning The Markets
After two strong months, the markets cooled down some in June.
Scanning The Markets
The stock market was very strong in May, following a strong April.
Building A Head Of Steam
Based on cyclical bull market recovery from 1973-1974 secular bear market. There is still significant stock market upside from May’s month end price levels.
Scanning The Markets
The stock market was very strong in April across the entire market cap spectrum.
Scanning The Markets
The S&P 500 was up 0.8% in March, but ended Q1 down 3.6%.
Short Term Group Leaders & Laggers
On March 11th, the stock market made a new low for the year. But in anticipation of a final resolution with Saddam Hussein, the market bounced off those lows and closed higher for eight trading days in a row.
Scanning The Markets
The stock market is off to a poor start in 2003, with the S&P 500 down 4.4%, and the DJIA off 5.4%.
Scanning The Markets
Based on the broad market comparators, the new year got off to a poor start.
Scanning The Markets
Despite the strong gains in Q4, the stock market ended 2002 down substantially.
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