by Robert Bartley | Dec 5, 2024 | Markets, Quarterly Update, Robert Bartley
Let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick NoteWe have experienced a post election bump in the market. That is usually the case when the results...
by Robert Bartley | Aug 29, 2024 | Markets, Quarterly Update, Robert Bartley
Let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick NoteIt is all about the economy stupid! Things have been slowing for a while. The labor market, a...
by Robert Bartley | Jun 28, 2024 | Investing, Markets, Robert Bartley
In the chart below the green line represents the capitalization weighted (based on size of company) S&P 500 index. The blue line represents the same 500 company stocks equally weighted in the index. Since early 2023 the market’s performance has been dominated by a...
by Robert Bartley | May 17, 2024 | Markets, Quarterly Update, Robert Bartley
We had a very nice market rally from last November to the end of March. The market corrected in early April but seems to have gotten back on an upward trajectory. Let’s take the long view of the current market and its value – and then ask how it affects your...
by Robert Bartley | Feb 28, 2024 | Markets, Quarterly Update, Robert Bartley
Here’s our January Market Value Update. The past year has been marked by unpredictability, culminating in a significant market rally towards the end of last year. Let’s take the long view of the current market and its value – and then ask how it affects your...
by Robert Bartley | Feb 8, 2024 | Investing, Markets, Robert Bartley
I am going to touch on various topics regarding the markets and economy. You can jump to those sections here: Recent Market Action Residential Housing Market Economic Slowdown and Investment Risk How should you position your portfolio to weather an economic...
