[Market Recap] Cup of Joe: July 2024 Market Update
Markets in July We’re now at the halfway point of 2024, and the returns for asset classes are spread across the spectrum. Large Cap US stocks are leading the way […]
[Market Recap] Cup of Joe: June 2024 Market Update
Markets in June Chasing performance can be a dangerous game. NVDA now has a market cap above $3T. Almost $2T of that has been added this year alone. At $3T+, […]
[Market Recap] Cup of Joe: May 2024 Market Update
Markets in May Headlines have dominated the market the past two months and the week-to-week market direction has been manic. $10,000 invested in the S&P 500 in 1970 grew […]
[Market Recap] Cup of Joe: April 2024 Market Update
Markets in April March saw stock markets rise again with the S&P 500, NASDAQ, and DJIA indexes all closing Q1 at or near all-time highs. But there’s a lot […]
[Market Recap] Cup of Joe: March 2024 Market Update
MARKETS IN MARCH The connection between stocks & interest rates. Stocks have an inverse relationship with interest rates. When rates are rising, that is seen as a headwind […]
[Market Recap] Cup of Joe: February 2024 Market Update
MARKETS IN JANUARY Asset classes were mixed in January. US large cap and Intl stocks were slightly positive, while mid and small cap stocks gave back some gains from […]
[Market Recap] Cup of Joe: January 2024 Market Update
Well 2023 is history, and what an interesting year it was. Wall St started the year with an overwhelming consensus that recession was imminent. The Fed hiked rates 4 […]
[Market Recap] Cup of Joe: December Market Update
1. 2023 has generally been a good year for equities, but be mindful of index concentration As of 11/30, for 2023 just about all stock indexes are in the black. […]
[Market Recap] Cup of Joe: November Market Update
Recent Investment Focus webinar with the St James Investment Co. We talked about how interest rates affect stocks, about the Magnificent 7 making the S&P 500 more concentrated than it’s […]
[Market Recap] Cup of Joe: October Market Update
Equity markets finished the 3rd quarter on a two month skid. Rising oil prices and interest rates were the main culprits for this. Looking back, this feels like a market […]
