Value and Growth

February 5, 2021

New highs and a soft month. The last week of January saw the U.S. stocks suffer their worst fall since October. Earlier, 9 of the 10 indices we track daily reached new record highs. January was a schizophrenic month buffeted by the news of the day covering the latest developments with COVID-19 vaccines and strains; the latest news of the world’s economies; the “short squeeze” by speculators and hedge funds; the latest political drama from Washington; and of course, the beginning of corporate earnings reports on the fourth quarter of 2020.

2020 A Year To Remember

January 3, 2021

2020 turned out to be a surprisingly good year for the U.S. stocks, after a screeching halt of the economy last spring. Sectors of the world economy rewired in unexpected ways and unanticipated opportunities arose ala Joseph Schumpeter – the definer of “creative destruction”. For the last year, more stocks gained at least 400% at their yearly peaks than in any year since 2002, led by Teslawith a 743% gain.


December 13, 2020

As of Sunday evening, the U.S. reached the sad milestone of 300,000 COVID-19 related deaths.[1] The total case tally rose to 16,388,504 according to Johns Hopkins University.[2] On a global level, the death toll reached 1,618,509 and over 47.4 million have recovered.[3]

3Q : A Different Format

Quarterly Update

September historically is the weakest month of the year for the U.S. stock markets. This last month was no exception. For September, the DJIA closed 2.3% lower, the S&P 500 dropped 3.9% and the NASDAQ Composite fell 5.2%. All three indices did reach record highs during the first week before reversals kicked in, led by the mega-cap technology issues. On a quarterly basis, the DJIA advanced 7.6%, the S&P 500 rose 8.5% and the NASDAQ Composite finished up 11% - the second consecutive quarter of dramatic gains


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