Week 35 Talking Points

The S&P500 closed at new all-time highs every day last week. This 5 for 5 pushed the S&P above 3500 for the first time ever. The Dow will look slightly different this week as Salesforce, Amgen, and Honeywell will replace Exxon Mobil, Pfizer, and Raytheon Technologies prior to today’s market open….

read more

Week 32 Talking Points

Almost universally positive performance in the equity markets this week. Large, mid, small, growth, value, all major sectors, and most of the international markets ended up this week. Domestic did beat international, small beat large (for a change) with Industrials outperforming all other sectors. Gold closed above 2000 for the…

read more

Week 31 Talking Points

Mega Cap Tech won the week again as the Nasdaq rose 3.7%, the S&P 500 gained 1.7%, the Dow lost 0.2%, and the Russell 2000 fell 0.9%. Apple, Amazon, Alphabet, and Facebook all reported earnings beats on Thursday sending shares higher Friday. Technology jumped 5.0%, real estate gained 4.1%, and…

read more