Resources – Newsletters

Newsletter July 2019

In June, The Federal Reserve Bank (FED) came to the rescue of equity markets once again and propelled them to new highs. The S&P’s 500 rose by 7.05%. The Nasdaq Composite added 7.51% and the Russell 2000 (US Small Caps) 6.87%. It was more of the same with international markets. The S&P EPAC BMI (developed markets) rose 5.57%, emerging markets were up 6.24% (MSCI EM) and frontier markets a lesser 3.90%.

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Newsletter June 2019

A violent and unexpected setback in the trade negotiations between the US and China sent equities sharply down across the globe in May. The S&P’s 500 dropped 6.35%. The Nasdaq Composite swooned 7.79% while the Russell 2000 (US Small Caps) slumped 7.78%.

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Newsletter May 2019

April was another good month for equity investors! It seems as if the end of 2018 just a bad and now distant dream. The S&P’s 500 rose 4.05% in March. The Nasdaq Composite added 4.77% while the Russell 2000 (US Small Caps) ros 3.81%.

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Newsletter April 2019

The back and forth between bulls and bears during the month of March saw the bulls finally overcoming their foes in the last third of the month.
The S&P’s 500 rose 1.94% in March. The Nasdaq Composite added 2.70% while the Russell 2000 (US Small Caps) surprisingly declined -2.09%.

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Newsletter March 2019

February was another “risk-on” month. Investors poured money back into stocks after many had missed, or partially missed, the spectacular market rebound in January. The S&P’s 500 rose 3.21%. The Nasdaq Composite added 3.60% while the Russell 2000 (US Small Caps) rose 5.20%.

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Newsletter February 2019

After four months of violent market movements, any investor could be easily excused for feeling a little lightheaded. Keeping one’s composure has been essential in order to avoid making serious portfolio-damaging mistakes. The unusual and large recent market ups and downs have had the potential to destroy otherwise well-balanced portfolios. Not moving, or not moving much and with clear purpose, was key.

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Newsletter January 2019

The S&Ps’ 500 sunk 9.03% in December. The Nasdaq Composite went along with a 9.40% drop and the Russell 2000 (US Small Caps) was down 9.92%. Internationally, things were a bit less dramatic. The S&P EPAC BMI (developed markets) was down “only” 5.17% while emerging equities were down a comparatively low 2.92% (MSCI EM) and 3.40% (Frontier 100 Index).

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Newsletter December 2018

The S&Ps’ 500 rose 2.04% in November while the Nasdaq Composite added a comparatively meager .49% and the Russell 2000 (US Small Caps) went up 1.59%. Internationally, the S&P EPAC BMI (developed markets) was flat at .01% while emerging equities were up 4.06% (MSCI EM) and 2.09% (Frontier 100 Index).

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Newsletter November 2018

The S&Ps’ 500 sunk 6.84% in October while the Russell 2000 (US Small Caps) went down a whopping 10.84 %. Internationally, the S&P EPAC BMI (international developed markets) dropped 8.72 while emerging equities were down 8.78% (MSCI EM).

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Newsletter October 2018

The S&Ps’ 500 returned .57% in September while the Russell 2000 (small caps) went down a meaningful 2.40%. Internationally, returns ranged from up .44% for the S&P EPAC BMI (international
developed markets) to slightly down for emerging markets. The MSCI EM was down .32% this month.

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Newsletter September 2018

August was another spectacular month for US equities. The S&P’s 500 was up 3.26% while the Russell 2000 (small caps) registered a 4.31% performance. Internationally, the situation was bleak. The EPAC BMI (international developed markets) was down 1.72% while the MSCI EM dropped a more painful 2.90%.

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Newsletter August 2018

US equities rallied broadly in July with the S&P’s 500 up 3.72% and the Russell 2000 (Small caps) up 1.74%, respectively. Internationally and in spite of the on-going trade rhetoric, thepicture improved. The Epac BMI (developed markets) was up 1.86% while emerging market equities jumped from 1.68% to 3.34% (MSCI EM and MSCI Frontier 100 respectively).

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