September 01 2021

Investor Insights - September 2021

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers 50 Bitcoin topped $50,000 in August before finishing the month at $47,070. The flagship cryptocurrency (along with many other digital coins) has been on an impr...

August 02 2021

Investor Insights - August 2021

See our recap of July's key statistics and market commentary below.  Noteworthy Numbers -8.27% The energy sector was the worst performer in July, losing 8.27%. The decline was due both to the fears of future lockdowns caused by the Delta variant of C...

July 01 2021

Investor Insights - July 2021

See our recap of June's key statistics and market commentary below.  Noteworthy Numbers 14.6%  The S&P Corelogic Case-Shiller home price index showed a year over year increase in home prices of 14.6% in April. This is the highest reading since th...

June 01 2021

Investor Insights - June 2021

See our recap of May's key statistics and market commentary below.  Noteworthy Numbers 13.2%  The Case-Shiller Index, the leading measure of U.S. home prices, gained 13.2% in March, according to data released in May. This is the largest increase sinc...

May 07 2021

Investor Insights - May 2021

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers 45.8% As of April 30, FactSet reports the first quarter year over year earnings growth for companies in the S&P 500 was on track to be 45.8%. This is near...

April 01 2021

Investor Insights - April 2021

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers An estimated $9.6 billion in goods moves through the Suez Canal each day. Traffic ground to halt for nearly a week in late March as a containership, the Ever ...

March 01 2021

Investor Insights - March 2021

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers The outperformance of the S&P 500 Value index against the S&P 500 Growth index during the month of February. Value stocks, which drastically underperf...

February 01 2021

Investor Insights - February 2021

See our recap of January's key statistics and market commentary below.  Noteworthy Numbers According to JP Morgan, with 49.9% of companies in the S&P 500 having reported Q4 earnings so far, 84% have beaten their estimated earnings and 70% have be...

January 04 2021

Investor Insights - January 2021

See our recap of December's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 locked in an 18.40% return in 2020, an excellent feat in any year, and even more so in year during which the global economy shut down due to a...

December 02 2020

Investor Insights - December 2020

See our recap of November's key statistics and market commentary below.  Noteworthy Numbers The S&P SmallCap 600 returned 18.17% in November, leading US stock asset classes in what was its best month of the year.       The Energy sector increased...