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RECURRING COMMENTARIES
WEEKLY
Weekly Commentary October 9, 2020
The week started out with a bang from Monday’s release of the September ISM Series Index which…
OVERVIEW The S&P 500 gyrated around during the week, trying to parse every sign as to whether the Fed might begin to cut back on its bond buying and start talking about when it might begin to raise rates. This hyper focus is out of concern for rising interest rates,…
MONTHLY
Monthly Commentary January 2021
The move into more peaceful political times came to an abrupt end…
Market Commentary May 2021
OVERVIEW The “trade rotation” that began 3/12/21 continued in April. This is certain major vested interests trying to reverse the significant underperformance, that began in October 2020, of the S&P 500 (primarily Large Cap Growth stocks) and US Aggregate Bonds (Interest Bonds) against other equity and bond asset classes. The…
SPECIAL REPORTS
SPECIAL MARKET COMMENTARY
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