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Tuesday, February 20, 2024

Weekly Market Update February 16, 2024     Close One Week YTD Dow Jones Industrial 38,628 -0.1% +2.5% Standard & Poor’s 500 5,006 -0.4% +4.9% Nasdaq Composite 15,776 -1.3% +5.1%   This past week saw the inflation...

Sunday, February 11, 2024

Fed Funds 5.25% - 5.5%, US Ten Year 4.19%, Oil $76.57 The major stock indices continue upward, the Standard & Poor’s 500 now at an all-time high, even in the face of stubbornly high interest rates and indications from Federal...

Saturday, February 3, 2024

Fed Funds 5.25% - 5.5%, US Ten Year 4.02%, Oil $72.37Dow Jones Industrial 38,654 +1.4%; S&P 500 4,959 +1.4%; NASDAQ 15,629 +1.1% Stocks ended stronger this week following a sharp rally on Friday.  The S&P 500 hit another...

Friday, January 26, 2024

Fed Funds 5.25% - 5.5%, US Ten Year 4.145%, Oil $78.15 The economic data released this week was particularly good. Fourth quarter GDP data showed growth of 3.3%, well above the 2% expected. Personal Consumption Expenditures (core PCE,...

Saturday, January 20, 2024

Weekly Market Update January 19, 2023, Fed Funds 5.25% - 5.5%, US Ten Year 4.23%, Oil $73.43     Close One Week Three months One Year Dow Jones Industrial 37,863.80 +0.8% +14.52% +13.70% Standard & Poor’s 500 4,839...

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Friday, January 5, 2024

Financial markets rallied sharply in the fourth quarter, as both the equity and bond markets responded to the continued decline in inflation.

Saturday, December 30, 2023

Weekly Market Update - 12/29/2023 For the Week: S&P 500 4,770 +0.3%; NASDAQ 15,011 +0.1%, Dow Jones Industrial Avg 37,690 +0.8%For the Year: S&P 500 +24.2%, NASDAQ +43.4%, Dow Jones Industrial Avg +13.7% Top Interesting Market Events...

Sunday, December 24, 2023

Fed Funds 5.25% - 5.5%, US Ten Year 3.901%, Oil $73.55   Close One Week Three Months Year-to-Date Dow Jones Industrial 37,385.97 +0.22% +10.08% +12.79% Standard & Poor’s 500 4,754.63 +0.75% +10.06% +23.83% Nasdaq Composite...

Wednesday, December 20, 2023

With just a few weeks remaining in 2024, it's the perfect time to ensure you've completed the following critical financial tasks before the year ends. Below, I've outlined some essential items to check off your year-end money...

Sunday, December 17, 2023

DJIA 37,305 +2.9%, NASDAQ 14,814 +2.8% S&P 500 4,719 +2.5%, US Ten Year 3.9%, Oil $71.66 This week marked a pivotal moment for investors across all asset classes. Unlike previous significant events tied to geopolitics, mergers, or...

Friday, December 8, 2023

During the first full week in December stocks continued their move upward that began in November. Conditions look good for a continuation of this year-end rally. One of these is economic growth, with GDP for the fourth quarter up a...

Saturday, December 2, 2023

Weekly Market Update December 1, 2023Dow Jones Industrial 36,246 +2.4%, S&P 500 4,595 +0.8%,Nasdaq Composite 14,305 +0.4%%, US 10-Year 4.21%, Crude Oil $74.24 Equity markets continued with upward momentum through the end of the...

Saturday, November 25, 2023

 Index Close  One Week  Year-to-Date  Year-to-Date  Dow Jones Industrial  35,390.15  +1.27%  +6.77  +3.50%  Standard & Poor’s 500  4,559.34  +1.13%  +18.75% ...

Saturday, November 18, 2023

Weekly Market Update for week ended November 17, 2023

Sunday, November 12, 2023

Fed Funds 5.25% - 5.5%, US Ten Year 4.62%, Oil $77.26 Stocks continued their welcome reversal from August through October’s softness, higher again for the second week in November. A belief that the Federal Reserve may pause...

Sunday, November 5, 2023

November started the week well, with stocks climbing modestly, perhaps due merely to the relief of leaving October behind! The averages surged on Wednesday and continued through the week, fortified by favorable economic data and corporate

Sunday, October 29, 2023

Dow Jones Industrial 33,670.29 +0.79%, S&P 500 4,327.78 +0.45% Nasdaq Composite 13,407.23 -0.19%, US Ten Year 4.62%, Crude Oil $87.66 September certainly lived up to its reputation as the worst month for stocks, and October has...

Saturday, October 21, 2023

  Dow Jones Industrial 33,127 -1.6%, S&P 500 4,224 -2.4% Nasdaq Composite 12,984 -3.2%, US Ten Year 4.9%, Crude Oil $88.28  This week was another painful one for equity investors despite overall earnings...

Saturday, October 14, 2023

Dow Jones Industrial 33,670.29 +0.79%, S&P 500 4,327.78 +0.45% Nasdaq Composite 13,407.23 -0.19%, US Ten Year 4.62%, Crude Oil $87.66  September certainly lived up to its reputation as the worst month for stocks, and October...

Friday, October 6, 2023

Stocks retreated in the third quarter, driven lower by that bane of stock rallies, higher interest rates.  Thankfully, the rise in interest rates was not accompanied by a rise in reported or expected inflation, as the Fed’s...

Saturday, September 23, 2023

Weekly Market Update September 22, 2023Dow Jones Industrial 33,964 -1.9%, S&P 500 4,320 -2.9%, Nasdaq Composite 13,212 -3.6%, US Two Year 5.13%, Crude Oil $90.34 This week's headlines centered around the Wednesday Federal Reserve...

Saturday, September 16, 2023

  Weekly Market Update September 15, 2023Dow Jones Industrial 34,618.24 +.12%, S&P 500 4,450.32 -.16%, Nasdaq Composite 13,708.33 -.39%, US Two Year 5.037%, Crude Oil $91.15 On Thursday the Department of Labor’s Bureau...

Saturday, September 9, 2023

  Weekly Market Update September 8, 2023Dow Jones Industrial 34,577 +0.7%, S&P 500 4,457 -1.3%Nasdaq Composite 13,762 -1.9%, US Ten Year 4.26%, Crude Oil $87.28  Equity markets this week closed lower following...

Friday, September 1, 2023

Dow Jones Industrial 34,837.71 +1.43%, S&P 500 4,515.77 +2.50% Nasdaq Composite 14,031.81 3.25%, US Ten Year 4.18%, Crude Oil $85.86  

Friday, August 25, 2023

Weekly Market Update for the Week Ended 8/25/2023 (Video)

Saturday, August 19, 2023

Market Commentary for week ended August 18, 2023.

Friday, August 11, 2023

  Dow Jones Industrial 35,281.40 0.62%, S&P 500 4,464.05 -4.78% Nasdaq Composite 13,633.65 -1.90%, US Ten Year 4.158%, Crude Oil $83.04  Stocks took a second weekoff from the bull market that began in the spring. This...

Sunday, August 6, 2023

Dow Jones Industrial 35,067.20 -1.15%, S&P 500 4,478.38 -2.27% Nasdaq Composite 13,909.24 -0.36%, US Ten Year 4.055%, Crude Oil $82.61   In economic news the big story this week was the downgrade of the United States credit...

Saturday, July 29, 2023

Weekly Market Update July 28, 2023 Dow Jones Industrial 35,459 +0.7%, S&P 500 4,582 +1.0%Nasdaq Composite 14,317 +2%, US Ten Year 3.96%, Crude Oil $80.48 This week marked the 2nd week of this quarter’s earnings season...

Friday, July 21, 2023

Dow Jones Industrial 35,228.48 +2.08%, S&P 500 4,536.34 +0.69%Nasdaq Composite 14,032.81 -0.57%, US Ten Year 3.847%, Crude Oil $75.60 Stocks have had a particularly good year so far, a welcome turn of events after last...

Saturday, July 15, 2023

Weekly Market Update, July 14, 2023Dow Jones Industrial 34,509 +2.3%, S&P 500 4,505 +2.4%,Nasdaq Composite 14,114 +3.3%, US Ten Year 3.82%, Crude Oil $75.33 Good News for the Fed Jerome Powell and the Federal Reserve...

Friday, July 7, 2023

The equity market was dominated in the second quarter by the Kabuki theater of the “debt ceiling crisis”.  Once again, both political parties postured for weeks before finally reaching agreement in the middle of May, which passed both house

Friday, June 23, 2023

Weekly Market Update June 23, 2023Dow Jones Industrial 33,728.62 -1.66%, S&P 500 4,348.47 -1.39%, Nasdaq Composite 13,492.52 -1.44%, US Ten Year 3.737%, Crude Oil $69.28 One of the most long-standing models for investment...

Friday, June 16, 2023

Weekly Market Update - 6/16/23Dow Jones Industrial 34,299 +1.2%, S&P 500 4,410 +2.6% Nasdaq Composite 13,690 +3.2%, US Ten Year 3.76%, Crude Oil $71.88 Let's Talk About the Kids...Calling All 529 Plan Owners - More...

Saturday, June 10, 2023

I am going to talk briefly about “the dismal science,” or economics, as it has long been called. The famous Scottish historian Thomas Carlyle penned that term some 200 years ago, motivated by English economist Thomas Malthus’ glum

Saturday, June 3, 2023

Weekly Market Update - June 2, 2023Dow Jones Industrial 33,763 +2%, S&P 500 4,282+1.8%, Nasdaq Composite 13,421 +2%, US Ten Year 3.70%, Crude Oil $71.94After months of back and forth, the U.S. government narrowly averted a...

Friday, May 26, 2023

 Regular readers of this space may recall my May 12 Weekly Market Update, where I discussed the price pattern of the S&P 500, specifically the “Ascending Right Triangle” pattern, with the index experiencing a series of higher lows

Friday, May 19, 2023

Weekly Market Update - 5/19/2023Dow Jones Industrial 33,427 +0.4%, S&P 500 4,192 +1.6%,Nasdaq Composite 12,658 +3.0%, US Ten Year 3.7%, Crude Oil $71.98Are You Maximizing Your Retirement Accounts’ True Earnigs Potential?The...

Friday, May 12, 2023

Dow Jones Industrial 33,300.62 -1.11%, S&P 500 4,124.12-0.29% %, Nasdaq Composite 12,284.74 -0.35%, US Ten Year 3.519%, Crude Oil $70.14Below is an 18-month price chart of the Standard & Poor’s 500 stock index, represented...

Monday, May 8, 2023

Weekly Market Update May 5, 2023Dow Jones Industrial 33,674 +1.6%, S&P 500 4,136 -0.8%, Nasdaq Composite 12,235 +0.1%, US Ten Year 3.43%, West Texas Intermediate $71.3610 and Done Rate Hikes?This week the Federal Reserve raised...

Sunday, April 30, 2023

Weekly Market Update April 28, 2023 Dow Jones Industrial 34,098.16 +0.86%, S&P 500 4,169.48 +0.87%, Nasdaq Composite 12,226.58 +0.69%, US Ten Year 3.441%, Crude Oil $76.70The biggest piece of news last week was the...

Thursday, April 6, 2023

Weekly Market Update March 31, 2023 Dow Jones Industrial 33,274 +3.2%, S&P 500 4,109 +3.5%, Nasdaq 12,222 +3.4%, US Ten Year 3.47%, West Texas Intermediate $75.66

Sunday, April 2, 2023

Weekly Market Update March 31, 2023Dow Jones Industrial 33,274 +3.2%, S&P 500 4,109 +3.5%, Nasdaq 12,222 +3.4%, US Ten Year 3.47%, West Texas Intermediate $75.66This week saw strength in equity markets after no new...

Monday, March 27, 2023

Dow Jones Industrial 32,237.53 +1.18&%, S&P 500 3,970.99 +1.39%Nasdaq Composite 11,823.96 +1.66%, US Ten Year 3.372%, West Texas Intermediate $69.27Last week my colleague Marshall Burroughs provided a succinct good analysis of...

Saturday, March 18, 2023

Weekly Market Update March 17, 2023Dow Jones Industrial 31,862 -0.1%, S&P 500 3,917 +1.4%, Nasdaq 11,631 +4.4%, US Ten Year 3.4%, West Texas Intermediate $66.2 The S&P finished off the week up 1.4% in what has...

Saturday, March 11, 2023

Weekly Market Update March 10, 2023: Dow Jones Industrial 31,909.83 -4.44.%, S&P 500 3,861.52 -4.55%, Nasdaq Composite 11,138.89 -1.76%, US Ten Year 3.685%, West Texas Intermediate $76.45

Friday, March 3, 2023

Weekly Market Update March 3, 2023Dow Jones Industrial 33,391 +1.7%, S&P 500 4,052 +1.9%, Nasdaq Composite 11,689 +2.6%, US Ten Year 3.96%, West Texas Intermediate $79.82Equity markets finished the week higher following some...

Friday, February 24, 2023

Weekly Market Update, February 24, 2023 Dow Jones Industrial 32,816.99 -2.99%, S&P 500 3,970.05 -2.67%, Nasdaq 11,394.94 -3.33%, US Ten Year 3.95%, West Texas Intermediate $76.54

Friday, February 17, 2023

Weekly Market Update February 17, 2023: Dow Jones Industrial 33,827 -0.1%, S&P 500 4,079 -0.3%, Nasdaq Composite 11,787 +0.6%, US Ten Year 3.81%, West Texas Intermediate $76.60

Friday, February 10, 2023

Weekly Market Update February 10, 2023 Dow Jones Industrial 33,869.27 -0.17%, S&P 500 4096.46 -1.11%, Nasdaq Composite 11,718.12 -2.41%,  US Ten Year 3.745%, West Texas Intermediate $79.78 - Another roller coaster ride in stocks...

Saturday, February 4, 2023

Weekly Market Update January 20, 2023 Dow Jones Industrial 33,375.49 -2.7%, S&P 500 3,972.61 -.66%, Nasdaq Composite 11,140.43 +.55%, US Ten Year 3.482%, West Texas Intermediate $81.40The stock market rally we enjoyed since...

Friday, January 6, 2023

The traditional “Santa Claus” rally was notably absent at year end, as stocks ended 2022 on a muted note. Investor concerns have shifted from fear of inflation and higher interest rates to fear of recession. Indeed, it...

Friday, December 30, 2022

The prevailing opinion among market watchers continues to be the influence of inflation and the central bank’s imposition of higher short-term interest rates to combat it. This poses challenges for the economy, and for corporate earnings an

Thursday, December 1, 2022

M&R CAPITAL APPOINTS AMOS WARREN EXECUTIVE VICE PRESIDENT AND DIRECTOR OF RESEARCH

Friday, November 4, 2022

Dow Jones Industrial 32,403. -1.40%, S&P 500 3,770.55 -3.35%Nasdaq Composite 10,475.25 -5.65%, US Ten Year 4.17%, West Texas Intermediate $92.54

Saturday, October 29, 2022

Weekly Market Update October 21, 2022, Dow Jones Industrial 32,861 +2.6%, S&P 500 3,901 +2.5%Nasdaq Composite 11,102 +2.9%, US Ten Year 4.01%Investing In 2022 - Nowhere to Hide?  Not so Fast – We Have An...

Monday, October 24, 2022

The biggest economic headline for the week was the Federal Reserve’s announcement of a 75 basis point (.75%) increase in the Federal Funds rate, which led to a second week-long rout of the stock makets. This also resulted in the...

Monday, October 17, 2022

Weekly Market Update October 14, 2022, Dow Jones Industrial 29,643.67 +1.17%, S&P 500 3,584.01 -1.55%, Nasdaq Composite 10,321.39 -3.11%, US Ten Year 4.018%, West Texas Intermediate $85.82 Another volatile week in...

Friday, October 7, 2022

The stock market resumed its decline in the third quarter after the August summer rally petered out, with the averages receding to new lows. The Federal Reserve continues to raise interest rates in its efforts to slow inflation, with...

Friday, September 30, 2022

Weekly Market Update September 9, 2022Dow Jones Industrials  31,318.44 -3.0%, S&P 500 3,924.26 -3.3%Nasdaq Composite 11,630.86 -4.2%, US Ten Year 3.193

Monday, September 19, 2022

September continues its reputation as the worst month for stocks.  The inflation numbers that were released earlier this week were higher than expected, ending any hope that the Federal Reserve might slow down its hawkish stance...

Friday, September 2, 2022

Weekly Market Update September 2, 2022Dow Jones Industrials  31,318.44 -3.0%, S&P 500 3,924.26 -3.3%Nasdaq Composite 11,630.86 -4.2%, US Ten Year 3.193The unwinding of the mid-July through mid-August stock market...

Friday, August 26, 2022

Weekly Market Update August 26, 2022Dow Jones Industrials  32,283.33 -4.22%, S&P 500 4,057.67 -4.04%Nasdaq Composite 12,141.71 -4.44%, US Ten Year 3.024The markets this week eagerly awaited Jerome Powell’s speech...

Friday, August 19, 2022

Is our one-month stock market rally over? On what was it based? Do the underlying economic and financial fundamentals justify higher stock prices? Before addressing those questions, let us look at stock market price action from the...

Friday, August 12, 2022

Dow Jones Industrials 32,801.51 -0.13%, S&P 500 4.145.05% +0.36%Nasdaq Composite 12,657.55 +2.15%, US Ten Year 2.842The equity markets got a boost this week after Wednesday’s CPI (Consumer Price Index) number, which came in...

Friday, August 5, 2022

Weekly Market Update August 5, 2022, Dow Jones Industrials 32,801.51 -0.13%, S&P 500 4.145.05% +0.36% Nasdaq Composite 12,657.55 +2.15%, US Ten Year 2.842West Texas Intermediate $88.38 Columbia Threadneedle...

Friday, July 29, 2022

During the Johnson Administration in the mid-1960’s his economic advisor Arthur Okun created the “misery index,” a tool to measure how the average American might be faring under the economy. It was a simple construct,...

Friday, July 22, 2022

The equity markets turned in a (relatively) solid performance this week closing +2.0% on the Dow, +2.6% on the S&P and +3.3% on the NASDAQ.  Second quarter earnings season is underway, and this week saw several bellwether...

Friday, July 15, 2022

Market Update July 15, 2022 - Transitory Inflation here to stay? Federal government’s undisciplined monetary and fiscal policies