First Quarter 2019: March Madness, or Just an Incredible Rebound? After a turbulent fourth quarter, equity markets quietly rallied, largely erasing 2018 losses. The S&P 500, which plunged 13.5% in the fourth quarter, gained 13.6% and is once again within striking distance of all-time highs. While risk assets posted gains across the board, the hardest-hit … Continue reading First Quarter 2019 Market Snapshot →

Sellwood’s February 2019 Market Snapshot is available for download.

Sellwood’s January 2019 Market Snapshot is available for download.

Fourth Quarter 2018: The Bull Gets Trampled The bull market that began in early 2009 finally lost its legs in the fourth quarter. The S&P 500 fell nearly 20% from September highs, finishing the full year in the red for the first time since 2008. Misery loves company, and markets in 46 out of the … Continue reading Fourth Quarter 2018 Market Snapshot →

Sellwood’s November 2018 Market Snapshot is available for download.

Sellwood’s October 2018 Market Snapshot is available for download.

Third Quarter 2018: The Only Game in Town The bull market that began in early 2009 is now the longest on record in the United States, surpassing all previous expansions in length (if not in total gain). The continued rally this quarter was a microcosm for 2018 as a whole: U.S. equities were strongly positive, … Continue reading Third Quarter 2018 Market Snapshot →

Sellwood’s August 2018 Market Snapshot is available for download.

Sellwood’s July 2018 Market Snapshot is available for download.

Second Quarter 2018: Tit for Tat Tit-for-tat trade retaliation took center stage during the second quarter. Canada levied retaliatory tariffs on wide variety of US agricultural products in response to steel and aluminum tariffs announced by the Trump administration in March. China likewise promised to retaliate along the same lines. As the quarter ended, President … Continue reading Second Quarter 2018 Market Snapshot →