Tag Archives: jodie gunzberg

S&P 500 Has Its Hottest Start Since 2003

In the first seven trading days of 2019, the S&P 500 returned 3.6%, its 12th best start on record since 1928 and best since 2003.  Also, the S&P MidCap 400 and S&P SmallCap 600 surpassed large caps by posting their best gains ever to start a year.  Lastly, more than half the segments by sector, size Read more […]

The 2nd Worst December Is Only Half The Story

The S&P 500 lost 9.2% in its second worst December on record – only behind December 1931 when the index lost 14.5%.  However, the widespread losses across sectors, styles and sizes in the broad U.S. equity market was remarkable with every major segment down in December.  Only 9 times in history has every segment of the Read more […]

Taking Stock Of U.S. Equities In 2018

As the year comes to a close with just two trading days left of the second worst December on record since 1931 for the S&P 500, it may be hard to remember the relatively calm rise before the volatile downturn took over.  Though there is not an official bear market yet, there was a 19.8% Read more […]

Large Caps Lag In Rebounds

The entire U.S, equity market lost on Monday, Dec. 17, 2018, meaning every one of the 42 segments by size, sector and style finished negative for the day.  This was the second day in a row with losses across the board.  From Oct. 10-11, 2018 was the last time two consecutive days with all losses Read more […]

Mid Caps Less Risky Than Large Caps?

In November, there was high market volatility in response to at least a few major events including the U.S. midterm elections, Brexit, G20 and Fed Chair Powell’s comments.  The risk (measured by 30-day annualized volatility) on Nov. 30, 2018 for the S&P 500 was 20.6%, which is 3.5 times higher than its risk of 5.9% Read more […]

Sizing Up U.S. Equities In Managing Brexit Risk

One of the main recent headlines has been the strength of the UK pound from the proposed Brexit transition.  This brings into question how investors in the UK and Europe may possibly position themselves in the U.S. equity market. Notice in the past five days, the USD to GBP started from a high of 1.305 Read more […]

Stocks Rocked The House Post Midterm Elections

After the S&P 500 logged its 9th worst Oct. on record, losing 6.9%, it has bounced back 2.6% month-to-date through Nov. 9, 2018.  Though the monthly returns for the eight Novembers following the historically bad Octobers were only positive twice – in 1978 (President Jimmy Carter midterm year) and 1933 – the fact there was Read more […]

Every Country’s Stock Market Loses From Trade Tensions

The International Monetary Fund (IMF) recently released its World Economic Outlook, October 2018, with estimated global trade tension scenario impacts on GDP.  Overall, the IMF states that recent tariffs will hurt GDP and that additional tariffs will weaken it further.  In the long term, according to the IMF’s scenario analysis (on p. 21,) the U.S. GDP Read more […]

Ways To Avoid Getting Pink-Slipped In Retirement

Maybe you can’t technically get fired after retiring, but running out of income in retirement is a real risk many people fear.  According to TIAA, 49% of Americans say their No. 1 goal for a retirement plan is to provide guaranteed monthly income in retirement, and 68% of Americans would first choose a retirement paycheck that Read more […]

Before & After The Sector Shakeup In The S&P 500 – Part 2

In part 1 of this post, the current sector weights, returns and correlations of the S&P 500 are shown, as well as a map depicting the expanded telecommunication services sector into communication services.  Now, here’s a deeper dive into what is moving and its impact. While the entire list of companies moving can be found Read more […]