Trade negotiations dominated the headlines in May stalling the rally enjoyed to date. Given the strong market performance, investors may have been pricing in a trade deal between the US and China. When the prospects of a deal started to fade in early May, market participants became a little anxious [...]

April was another strong month for investors. The much better than expected first quarter gross domestic product (GDP) number and corporate earnings season results were the primary drivers. Specifically, first quarter GDP came in at 3.2% which was much stronger than the 2.5% expected. Financials, mega cap tech stocks and [...]

The first quarter may have come to an end but investors don’t want the market advance it experienced to end. The last three months posted the strongest quarterly gains since the first quarter of 1998 and the best individual quarter in 9.5 years. The rally was likely fueled by a [...]

The stock market is off to a great start as prices climbed for the second straight month in February. The 11.3% return experienced to date is the 5th strongest start to a year on record. The bullishness was likely the result of promising US-China trade talks, a more dovish stance [...]

After the 4th quarter sell-off, January followed with a strong rebound. By the end of last week, the S&P 500 was up 8% and is approximately 7.5% short of its all-time high set last year. The most significant event of the month was the January 4th comments from the Federal [...]