by Jeff de Valdivia | Dec 2, 2025 | 2025
Overview US equity markets meandered throughout the month of November, oscillating between slightly positive performances and a small drawdown in the tech/growth sector. The S&P 500 added .25%. The Nasdaq 100 lost 1.45%. The Russell 2000 (small-cap index) was up...
by Jeff de Valdivia | Nov 6, 2025 | 2025
Overview In October, the positive trend enjoyed by equities over the past seven months continued. The S&P 500 progressed another 2.34%. The Nasdaq, laden with growth tech stocks, jumped up 4.72%. The Russell 2000 (small cap index) was up 1.81%. A variety of...
by Jeff de Valdivia | Oct 6, 2025 | 2025
Overview In October, the S&P 500 remained on its positive trendline, pushing up monthly performance another 3.65% overall, while the Nasdaq composite progressed 5.68% and the Russell 2000 (Small Cap stocks) gained 3.11%. The FED delivered a .25% interest rate cut...
by Jeff de Valdivia | Sep 2, 2025 | 2025
Overview In August, the S&Ps’ 500 positive momentum continued, pushing up monthly performance another 2.03% overall, while the Nasdaq composite progressed “only” 1.65% and the Russell 2000 (Small Cap stocks) gained 7.14%. The anticipation of a FED interest rate...
by Jeff de Valdivia | Aug 3, 2025 | 2025
Overview In July, the S&P 500 positive momentum continued, pushing up monthly performance another 2.24% overall while the Nasdaq composite rose 3.72% and the Russell 2000 (Small Cap stocks) gained a comparatively meager 1.73%. Internationally, the situation...
by Jeff de Valdivia | Jul 4, 2025 | 2025
Overview In June, the S&Ps’ 500 positive momentum continued, pushing up monthly performance another 5.09% overall while the Nasdaq composite rose 6.64% and the Russell 2000 (Small Cap stocks) gained 5.44%. A quieting down period orchestrated by the Trump...
by Jeff de Valdivia | Jun 4, 2025 | 2025
Overview In May, the S&P 500 gained a whopping 6.29% overall while the Nasdaq composite rose 9.65% and the Russell 2000 (Small Cap stocks) gained a comparatively meager 5.34%. Another series of tariff reversals from the Trump administration and robust...
by Jeff de Valdivia | May 3, 2025 | 2025
Overview Political and economic uncertainties continued to plague market sentiment in April. In the end though, equities were little changed. The S&P 500 lost .68% overall while the Nasdaq composite inched up .88% and the Russell 2000 (Small Cap Stocks)...
by Jeff de Valdivia | Apr 4, 2025 | 2025
Overview In March, the S&P 500 lost 5.57% overall, while the Nasdaq composite slumped 8.14% and the Russell 2000 (Small Cap Stocks) cratered 6.81%. Internationally, a weakening USD helped developed markets fare much better than their US counterparts. The...
by Jeff de Valdivia | Mar 4, 2025 | 2025
Overview This past month, a combination of tariff threats from the US on the rest of the world, stubborn inflation stateside and signs of a weakening economic environment contributed to US equities losing momentum. The S&P 500 lost 1.30% overall while the...
by Jeff de Valdivia | Feb 5, 2025 | 2025
Overview Equities performed nicely in January after several ups and downs due in part to the often unpredictable and sometimes almost incoherent nature of many of the policy decisions made or announced by the new US Administration. Nevertheless, good overall...
by Jeff de Valdivia | Jan 5, 2025 | 2025
Overview Equity markets ended the year with a thud, partially the consequence of a more hawkish message from the Federal Reserve Bank (FED), around the middle of the month. The S&P’s 500 dropped 2.38% overall while the Nasdaq composite lost only .55% and...
