For 2021, U.S. stock markets were up about 19% to 27% depending upon which index is chosen for measure. The Standard & Poor’s Index notched seventy new all-time highs during 2021. Strength centered on well- known Big Technology names and integrated circuit (“chip”) companies, as well as oil and gas producers. Our energy transportation holdings also did well. Globally, equities [...]
Clients who were unable to attend our annual Holiday luncheon are invited to watch and listen Gary Miller's presentation from December 9, 2021 https://youtu.be/7RB0urAQJIA
Gary Miller reports to his clients for the Quarter-End of Sept. 30, 2021. Excerpt: "Markets are higher for the year, and I remain confident in the potential for client holdings, but attention to signs of danger are always to be considered, and there are plenty."
Market Update August 20, 2021 Despite a wave of bad news, especially headline risk for leading Technology giants like Google, Facebook and Amazon, the broader indexes have managed to advance to record highs. Let’s summarize a few of the worries: Reduced stimulus by the Fed: Recalling the bond market swoon in 2013 (AKA “Taper Tantrum”), when Ben Bernanke’s Fed sought [...]
Year -to- date has been a joy for equity investors, thanks largely to the promise of a reopened economy. The Standard & Poor’s 500 is up 15.25%, and value stocks have outperformed growth, up 17.03% vs 14.60%, according to the Morningstar advisory service. READ MORE
Quarter end Report March 31, 2021 The first quarter of 2021 saw a decided turn from a “pandemic mentality” to re-opening euphoria. Elders in most states were told they were first in line for one of the two approved Covid-19 vaccines but found frustration in trying to get access. Thankfully, by mid-February, it became clear that cases and deaths from [...]