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NTrust Wealth Management: March 2015
http://ntrustwm.blogspot.com/2015_03_01_archive.html
Tuesday, March 17, 2015. MARKET UPDATE AND COMMENTARY. March 15, 2015. Volatility has returned to the markets in 2015 or has it? Compared to the previous three years—yes it has. Compared to a longer view of the markets, the year is shaping up to be average. I will come back to this thought shortly. The year is off to a mushy start following a slew of mixed economic reports and ongoing worries over my big four economic issues (Federal Reserve raising interest rates, the Greece problems, Geopolitical conce...
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NTrust Wealth Management: April 2015
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Wednesday, April 22, 2015. MARKET UPDATE AND COMMENTARY. April 20, 2015. Following more volatility last week, markets had a sharp sell-off on Friday prompting the doom-and-gloomers to come out in force Friday evening and over the weekend. While last week was a down week for most major US stock indexes, year-to-date the markets remain positive. Source: The Wall Street Journal (Past performance is not indicative of future returns). It is important to understand investor behavior in order to be a better inv...
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NTrust Wealth Management
http://ntrustwm.blogspot.com/2015/06/market-update-and-commentary-june-14.html
Tuesday, June 16, 2015. MARKET UPDATE AND COMMENTARY. June 14, 2015. Source: The Wall Street Journal (Past performance is not indicative of future returns). As of market close June 14, 2015. The best performing sectors are Health Care ( 8.9%), Consumer Discretionary ( 6.2%), and Materials ( 3.3%). Source: The Wall Street Journal (Past performance is not indicative of future returns). As of market close June 14, 2015. MOVING CLOSER TO RESOLUTION OF TWO OF MY BIG FOUR. Equal weight is still favored over ca...
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NTrust Wealth Management
http://ntrustwm.blogspot.com/2015/07/market-update-and-commentary-july-14.html
Wednesday, July 15, 2015. MARKET UPDATE AND COMMENTARY. July 14, 2015. I had originally planned for this Update and Commentary to be a review of the first half of 2015. I will certainly provide a brief review; however, I want to devote a little more space to the skirmish taking place between Greece and the EU due to the long-term ramifications the outcome this may have on the global economy. As of market close June 30, 2015. Performance of the S&P 500 sectors and Real Estate is interesting as well. A...
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NTrust Wealth Management: October 2014
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Tuesday, October 28, 2014. MARKET UPDATE AND COMMENTARY. October 26, 2014. The turn in markets coincided with 3rd quarter earnings announcements that have been decidedly positive overall. Current projections suggest that US corporations will exceed last year’s 3rd quarter profits by roughly 10%. Ebola fears have subsided for now. Both Dallas nurses are now Ebola-free, and the case of the Brooklyn doctor does not appear, at this time, to be a concern to the markets. THE TROUBLE WITH EUROPE. Earnings seaso...
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NTrust Wealth Management: November 2014
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Tuesday, November 25, 2014. MARKET UPDATE AND COMMENTARY. November 23, 2014. Central bankers from the European Union (EU), China, and Japan stepped up to take the initiative in their respective countries/regions to spur growth in the face of sagging economic reports. Meanwhile markets here in the US continued to move steadily forward. Most key US equity indexes posted gains over the past two weeks:. Source: The Wall Street Journal (Past Performance is Not Indicative of Future Returns). Thanksgiving is on...
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NTrust Wealth Management: April 2014
http://ntrustwm.blogspot.com/2014_04_01_archive.html
Tuesday, April 22, 2014. MARKET UPDATE AND COMMENTARY. April 20, 2014. Let me begin by saying that I realize I am a week behind in publishing my Market Update and Commentary, but I have been suffering from a terrible case of the flu. It is the first time I have had the flu in years, and I am reminded that being sick is always a terrible alternative to everything else! The International stock asset class still ranks number two of the six major asset classes. The weakness in International markets in re...
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NTrust Wealth Management: June 2014
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Tuesday, June 3, 2014. MARKET UPDATE AND COMMENTARY. May 31, 2014. May saw all the major stock indexes both here and abroad post positive gains. Interest rates continued their steady decline, and many commodity prices fell as well. For the month of May the Dow Jones Industrial Average (DJIA) gained 0.8%, the S&P 500 grew by 2.1%, the Russell 2000 added 0.7% (first monthly gain since February), and the NASDAQ rose 3.1%. Year-to-date the major indexes look like this:. For the year the DJ Global ex-US index...
ntrustwm.blogspot.com
NTrust Wealth Management: March 2014
http://ntrustwm.blogspot.com/2014_03_01_archive.html
Monday, March 17, 2014. MARKET UPDATE AND COMMENTARY. March 16, 2014. MARCH MADNESS AND HOW I SEE THE MARKETS. The NCAA men’s basketball tournament is known as March Madness. It is a head-to-head single game elimination tournament to determine who is the best college basketball team in the land, and some would argue the most exciting couple of weeks in sports each year. Here are a couple of key takeaways:. 1) No #16 seed has defeated a #1. 2) The #1 seeds have the highest win percentage at 80%. Using a r...
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