Category: Monthly Commentary

  • December 1, 2025
    The month of November was tepid, at best, for stocks. Spontaneous fears of overvaluation in the technology industry and fears…
  • November 1, 2025
    Tariff uncertainty continues to be one of the main center points of the stock market. Investors are particularly focused on…
  • October 1, 2025
    Year-to-date, the S&P 500 has gained 13.44. The winners so-far this year have been communication services, materials, information technology, financials,…
  • September 1, 2025
    Jerome Powell, Chair of the Board of Governors of the Federal Reserve System, opened the door to the possibility of…
  • August 1, 2025
    On July 28th, Ed Yardeni was featured on CNBC where he described the U.S. economy as “amazingly resilient.” Over the…
  • July 1, 2025
    In recent months, the market has shown impressive strength. According to the Wall Street Journal, as of June 30th, the…
  • June 1, 2025
    The Wall Street Journal has been publishing daily articles regarding Apple’s recent battles with regulatory bodies, summarized below. Memorial Day…
  • May 1, 2025
    Dow Headed for Worst April Since 1932 as Investors Send ‘No Confidence’ Signal The April 21st publication of the Wall…
  • April 1, 2025
    A review of our portfolio results starting from 11/4/2024, the day before the presidential election, to 3/27/2025 indicates an average…
  • March 1, 2025
    Changes emanating from Washington have rattled investor confidence erasing gain and most indexes since November election. As the chart below…