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Category: Investment Quarterly Report

Investment Quarterly Report / Newsletter

Third Quarter 2022 Stock Market Commentaries

S&P 500 traded off 4.88% during the third quarter of 2022. It marked three quarters of consecutive decline for the index. For the year, large cap stocks are down 23.87%. …

Investment Quarterly Report / Newsletter

2021 Stock Market Outlook

Two words are on top of investors’ concerns for 2021

Investment Quarterly Report / Newsletter

The Way Forward

First Quarter 2020 Commentaries The longest running bull market finally met its demise in the form of a global health pandemic. The cessation of population movement quickly mutated into the …

Investment Quarterly Report / Newsletter

First Quarter 2018 Commentaries

During the first quarter of 2018, stocks finally behaved like stocks. The return of volatility served as a jolt that awakens investors from the complacency of the steadily rising market …

Investment Quarterly Report

First Quarter 2017 Commentaries

“Bull market climbs a wall of worries.” It was no exception for the first quarter of 2017. Despite record valuation, waves of political populism around the world and US Federal …

Investment Quarterly Report

Fourth Quarter 2016 Commentaries

  The year 2016 began so ominously. Yet it ended with euphoria and optimism. In the first month and half, the S&P 500 swiftly dropped nearly 10%. So it seemed …

Investment Quarterly Report

Third Quarter 2016 Commentaries

  There were a lot of noises of increased market turbulence, but not much actual volatility. There were a lot of speeches on raising interest rate, but no action materialized …

Investment Quarterly Report

Second Quarter 2016 Commentaries

A Non-Expert View on “Brexit”   “How may I serve you, Sir?” Thus spoke a pretty brunette with an Italian accent as I stepped to the counter at The Café …

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  • To Pivot or Not to Pivot January 7, 2023
  • Third Quarter 2022 Stock Market Commentaries October 3, 2022
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  • 2021 Stock Market Outlook January 7, 2021

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