Global equity markets plunged today (Monday, February 24, 2020), as news emerged over the weekend that the coronavirus is spreading rapidly around the world, most notably to countries such as Italy and South Korea, potentially creating a global pandemic. The EAFE index (EFA) of foreign stocks fell by 4.0%, while the U.S. market dropped by …
Based on a review of data for sectors, industry groups and stocks, we are constructing a model portfolio which provides more detail beyond the list shown in the blog post entitled “Current Stock Picks 1-28-20.” First, the goal of the portfolio is to outperform the S&P 500, so it is important to note that the …
The previous blog post discussed all the latest political developments and economic data that have been affecting the market. Keeping up with such news is an important part of market strategy. However it is also important to analyze what is going on beneath the surface of the market, with regard to sectors, industry groups and …
Market Summary — Week ending Friday 2/7/20 S&P 500 3328 +3.2% for the week 10-year Treasury yield 1.58% Global Macro News Political President Trump’s State of the Union speech was viewed as successful, highlighting the strength of the economy. The Senate impeachment trial came to an end as the President was acquitted. Gallup polls …
Monthly Investment Review — January 2020 Feb. 3, 2020 The stock market was roughly flat in January, as gains made in the first half of the month were offset by …