Good Life Advisors – Talking Points – Week 41 Learning to Live With the Virus After two week of reprieve the S&P 500 closed just 1.6% away from all-time highs on Friday.   US equities were higher this week, with the S&P 500 and Nasdaq posting the best weeks since August….

Good Life Advisors – Talking Points – Week 40 Delta Blunts Jobs The Delta variants’ threat to job growth, inflation and global supply chains is really starting to show. Friday’s September jobs report came in much lower than expected as the economy generated just 194k new positions in September.  May, June,…

Good Life Advisors – Talking Points – Week 38 The week started off poorly as the Evergrande saga played out, but the major domestic indexes actually closed up for the week with small caps and energy outperforming. Tuesday afternoon, the S&P 500 closed at 4354, a drawdown of just 4% from…

Good Life Advisors – Talking Points – Week 37  Is the wall of worry too steep to continue climbing? Inflation, Chip Shortage, Debt Limit and now Evergrande. Markets were mostly flat to down this week with small caps being the outlier rising slightly. We saw a combination of supply chain, input price…

Good Life Advisors – Talking Points – Week 35 More All-Time Highs for the S&P. August marked the seventh straight month of gains for the S&P 500, and Friday’s close was the 53-record year-to-date high. The market continues to climb the wall of worries and there are certainly enough to go…

Good Life Advisors – Talking Points – Week 33   Delta and Afghanistan  The week started off with another all-time high for the S&P (4480) but the spread of the Delta variant is starting to dampen reopening momentum. High frequency data checks on restaurants, air travel and leisure spending points to…

Good Life Advisors – Talking Points – Week 31 The S&P closed at yet another All-Time High again on Friday- This marked the 44th ATH of the year.  The big datapoint of the week was of course the jobs report. It was above expectations – The reopening economy added 943K jobs in July, there…

Good Life Advisors – Talking Points – Week 30 What exactly is “Transitory”? US equities finished mixed to lower this week. Growth (-1.1%) lagged value (+0.6%). Consumer discretionary fared the worst with the drag from AMZN (9.0%) though the bulk of the retailers posted good gains and hotels, autos and homebuilders…

Good Life Advisors – Talking Points – Week 29 40 New S&P Highs This Year New Covid-19 infections continued to rise globally this week with the focus on the spread of the Delta variant. Concerns about the related risks to the global economic recovery were cited as big driver of the selloff…

Good Life Advisors – Talking Points – Week 28 US equities were lower this week, even though the S&P 500 put in a fresh all-time high set on Monday. Growth was a modest outperformer vs value, with the FANMAG complex turning in a mixed performance. Small caps posted their fourth weekly…