Category: Investing With the Trends

Market Recap The S&P 500 rose 2.68% in August, bringing its year-to-date return to 12.48%. Emerging markets, represented by the EEM ETF, showed strength in August after a volatile July, finishing the month up 4.57% and gaining 22.05% year-to-date. After a strong run from April through June, small-cap U.S. stocks, represented by the IJR ETF, Read More

Market Recap The S&P 500 fell 1.28% in June, bringing its year-to-date return to 9.51%. Emerging markets, represented by the EEM ETF, continued to trade in a volatile range, finishing the month down 0.28% and yet higher by 25.04% year-to-date. Small capitalization U.S. stocks performed well through June, with the IJR ETF up 6.96% and Read More

Market Recap: Equities fell in March both domestically and abroad, with the S&P 500 losing 5.09% while international (EFA ETF) and emerging markets (EEM ETF) were lower by 7.83% and 9.25%, respectively. While the decline in international and emerging markets was greater, they remain positive on the year due to strong performance leading up to Read More

Note: This update was written prior to the U.S. strike on Iran. While the outcome of this event is uncertain, the structural shifts discussed below remain unchanged. Market Recap: The S&P 500 fell -0.87% in February while the equal weight S&P 500 gained 3.4%. Beneath the surface, leadership is clearly shifting. Technology and AI stocks are struggling Read More