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July Commentary

What happened: July was another strong month for the equity market, extending this historic recovery from March lows.  Technology continued to be the driving force, with the NASDAQ reaching new all-time highs, and the S&P 500 breaking out of the red for 2020.  The Dow Jones Industrial Average recovered, but remained down over 8% YTD, […]

Epidemics and Market Returns

Coronavirus is sweeping the globe.  With 2,500 confirmed deaths and over 80,000 reported cases across 34 countries (as of this writing), this illness has caused an international panic and market sell off.  Because I am not an epidemiologist, I won’t opine on whether this level of panic is warranted.   Nevertheless, what I can do is discuss how […]

2020- First Quarter Recap

Quarter recap – What a difference a month makes. We began the quarter with a somewhat rosy global economy, with only distant issues happening on the other side of the world. China was having troubles since December with what was thought to be a pneumonia outbreak. Combined with the wild fires that overtook Australia. When […]

Monthly Commentary: April 2020

What happened: What we did: What is to come: Our article may include predictions, estimates or other information that might be considered forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could cause actual results to differ materially. You are cautioned not […]

Monthly Commentary: May 2020

What happened: What we did: What we are watching: Our article may include predictions, estimates or other information that might be considered forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could cause actual results to differ materially. You are cautioned not […]

2020 Second Quarter Recap

How did Proxy react in this scenario: What we are monitoring for the near future: Our article may include predictions, estimates or other information that might be considered forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could cause actual results to […]