Newsletter Archive

THROUGH AUGUST - The S&P 500 was up +21.6% YTD (total return) through 8/31/21. The S&P 500 has gained an average of +10.9% per year (total return) over the last 50 years (i.e.,

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BULL RACES ON - From its 3/23/20 closing price through the end of trading last Friday 8/27/21, the S&P 500 has gained +106.3% (total return) and set 72 all-time closing highs. The

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WELL ABOVE AVERAGE - The S&P 500 is up +19.4% YTD (total return) through the close of trading last Friday 8/20/21. The S&P 500 consists of 500 stocks chosen for market size,

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AT LEAST TEN - The S&P 500 is up +20.0% YTD (total return) through the close of trading last Friday 8/13/21. The index has produced a “double-digit” total return gain in 7 of the last 10

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COUNTING ALL OF THEM - After peaking at $36.1 trillion on 2/19/20, the total market capitalization of all US equities fell $12.7 trillion to $23.4 trillion as of 3/23/20 but has since added back

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STOCK PERFORMANCE - The S&P 500 has gained +18.0% YTD (total return) through Friday 7/30/21. The stock index has gained at least +15% (total return) for the calendar year in 13 of the last 25

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TIME IN THE STOCK MARKET - If you selected any single month at random to invest in the S&P 500 during the 30-years ending 6/30/21, you achieved a positive total return 67% of the

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