by Charles Webb | Oct 14, 2022 | Quarterly Commentary
The stock market continued its decline this quarter, selling off another four percent since the end of June. As of September 30th, the S&P 500 was down 24.8% for the year. This puts stocks well into bear market territory which is defined as a 20% drop. Stocks were...
by Charles Webb | Jul 15, 2022 | Quarterly Commentary
The second quarter proved to be every bit as challenging for investors as the first quarter this year. 2022 seems to be the year when the consequences of a lot of poor policy decisions have come home to roost. Inflation and rising interest rates are the two main...
by Charles Webb | Apr 3, 2022 | Economic, Quarterly Commentary
U.S. equities closed out the quarter with their first quarterly loss in two years mostly due to soaring inflation, the Federal Reserve’s policy pivot and the war in Ukraine. Economic measures of inflation have now reached a 40-year high and are forcing the Fed to...
by Charles Webb | Jan 11, 2022 | Quarterly Commentary
2021 turned out to be another profitable year for stock investors. Except for a few brief selloff’s, the S&P 500 gained 26.9 % for the year. The Dow Jones Industrial Average gained 18.7% in 2021, while the Nasdaq Composite gained 21.4%. If one were to view the...
by Charles Webb | Sep 30, 2021 | Quarterly Commentary
The S&P 500 continued to reach new all-time highs in the third quarter as investors looked for a return to a pre-pandemic world. It was a similar story for small and mid- cap stocks, although their performance was mostly flat after record runs in the first half of...
