Waypoints

1st Quarter Client Note – Still Standing

When writing my client note at this time last year, we were in the vortex of the first wave of the Covid-19 pandemic. Cases were exploding around the world. Hospitals were overwhelmed – or nearly so. And deaths were mounting. Social distancing had been imposed. Businesses were shuttered. There were massive layoffs, particularly in the […]

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3rd Quarter Client Note – COVID and Politics, a Potent Cocktail

Welcome to whiplash land. The S&P 500 (Total Return) Index gained 8.93% in the quarter and 5.57% year-to-date. On August 18, the index reached a record high for the first time since the COVID-19 bear market began on February 19. In just 126 trading days, the fastest bear market recovery on record, the market erased

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1st Quarter Client Note – Covid-19 Edition

There are decades when nothing happens; and there are weeks when decades happen. I’m pretty sure that’s the first time I have quoted Vladimir Lenin in a client note. And probably the last. A great deal has indeed happened since my first post on the coronavirus pandemic, when the implications were just beginning to emerge. The public health implications

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4th Quarter Client Note

The S&P 500 (Total Return) Index gained 9.07% in 2019’s final quarter. Bringing the advance for the year to 31.49% — and for the decade, to an average annual 13.56%. (And yet, all anybody wants to talk about is how poorly their bonds are performing. The Bloomberg Barclays US Aggregate Bond Index eked out a

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2nd Quarter Client Note – The Raging Bull

By almost any measure, the past decade has been one of the best 10-year periods in history for the US stock market. Quarter after quarter, with just a few hiccups, the market has climbed steadily since the market bottomed in March of 2009.  This past quarter was no exception, with the S&P 500 (total return)

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