Good Life Advisors – Talking Points – Week 35  Stocks closed higher this week but ended the month lower overall. The S&P 500 and Nasdaq suffered their first monthly declines since February. Treasuries were mostly weaker with the curve bear steepening, though yields finished well off their highs thanks to a late-month reprieve. Two-year…

Good Life Advisors – Talking Points – Week 34  US equities were mostly higher this week. Nasdaq was the best performer of the major indices, though both Nasdaq and the S&P 500 broke three-straight weekly declines. Some of the best performers included autos/EVs, payments and fintech, hospitals, and precious metals miners, Big tech…

Good Life Advisors – Talking Points – Week 33   US equities were lower this week, with the S&P 500 and Nasdaq both down for a third-straight week. All sectors were lower for the week though fairly bunched. Big tech was mostly weaker (NVDA +6% the exception), while other underperformers included homebuilders…

Good Life Advisors – Talking Points – Week 32    US equities were mostly lower this week, with most major indices adding to last week’s declines (though the DJIA logged a weekly gain). Treasuries were weaker with some curve flattening. The dollar was stronger against the major crosses, particularly vs the yen. Gold finished down 1.5%. Oil was higher,…

Good Life Advisors – Talking Points – Week 31    Fitch Pitches Markets a Curveball… US equities were lower this week as the S&P 500 was down for the first week in four, while the tech-heavy Nasdaq trailed the broader S&P. Big tech was mostly lower, while semis, tech hardware, medical supplies, airlines, road…

Good Life Advisors – Talking Points – Week 30    Soft Landing…Maybe This week’s data strongly supported the soft landing narrative: Consumer Confidence – better than expected (117 vs 110), GDP- better than expected (2.6% vs 2%), PCE, the Feds preferred inflation gauge – better than expected. The data coming…

Good Life Advisors – Talking Points – Week 29    US equities were mostly higher this week with the S&P 500 posting its fourth weekly gain in the past five weeks (and eighth in the past 10 weeks) and the Dow capping off a 10th straight gain on Friday, though Nasdaq Compositewas modestly lower…

Good Life Advisors – Talking Points – Week 27     US equities were lower this week, though the downside was fairly modest despite some cautious Fed expectations and a big backup in yields. There wasn’t much readthrough in sector performance. Outperformers included oilfield services, fertilizer, airlines, and banks. Most big…

Good Life Advisors – Talking Points – Week 26        US equities were stronger this week, returning to gains after major indices slipped in the prior week’s trading. Big tech was mostly, with other areas including airlines, energy, chemicals, media, machinery, and banks contributing to market leadership. Among the…

Good Life Advisors – Talking Points – Week 25        US equities were lower this week as the S&P 500 broke a five-week streak of weekly gains and Nasdaq an eight-week streak. Underperformers included energy, precious metals miners, semis, chemicals, banks, credit cards, fund managers, autos, apparel, and hotels…