Volatility has returned to the US equity markets with a vengeance. Stocks were flying smooth last year and always seem to go in only one direction. That is no longer the case. Right the start of the year, starts are swinging wildly taking investors on a stomach churning ride. Even professional investors are struggling to …
Continue reading ‘S&P 500 Intra-Year Declines and Total Returns by Year 1980 to 2021’ »
The Fed has planned to raise interest rates this year. The forecast is rates will increase at least three times in the year. In anticipation of rising rates and a multitude of other factors including valuation concerns in certain sectors, US equity markets have turned very volatile this year. With interest rates bound to go …
Continue reading ‘Performance of S&P 500 Index When Interest Rate Rises: Chart’ »
US stocks have performed well during some periods in the past while their overseas peers have outperformed in other periods. For more than 10 years thru September of 2021, US equities have had an excellent run. However this outperformance may not last forever and foreign stocks may take their lead soon. According to an article …
Continue reading ‘U.S. Equity vs. International Equity 5-Year Rolling Returns: Chart’ »
Technology stocks are off to rough start this year. The tech-heavy NASDAQ Composite Index is down 4.8% so far this year. The S&P 500 on the other hand is off only 2.2%. Since late last year many technology stocks are in a downward trend. The market breadth is also not good for NASDAQ. For example, …
Continue reading ‘Some US Large-Cap Stocks Have Declined Heavily From 52-Week Highs: Chart’ »
The latest edition of The Periodic Table of Investment Returns for the period 2002 to 2021 has been published by Callan. This popular and widely-followed chart shows the annual returns of 9 asset classes ranked from best to worst for each calendar year. In 2021, the best performing asset class was large cap US equities followed …
Continue reading ‘The Callan Periodic Table of Investment Returns 2002 To 2021’ »