First Quarter 2021: Does the Game Have to Stop? A bland return of 1.4% for a global 60/40 portfolio hid significant churn beneath the surface in the first quarter. Investors turned their attention from work-from-home companies that had soared in 2020 and rotated to shares of companies ready for the re-opening economy. Value-oriented, small-cap, and … Continue reading First Quarter 2021 Market Snapshot
Sellwood’s February 2021 Market Snapshot is available for download.
Sellwood’s January 2021 Market Snapshot is available for download.
Fourth Quarter 2020: Hindsight is 2020: What Now? An optimistic fourth quarter capped a wild and turbulent year in the capital markets. The stock market, which had rallied since the March lows on the back of unprecedented global fiscal and monetary stimulus, was given another boost in November as news broke on the success of … Continue reading Fourth Quarter 2020 Market Snapshot
Sellwood’s November 2020 Market Snapshot is available for download.
Sellwood’s October 2020 Market Snapshot is available for download.
Third Quarter 2020: Tech Bubble 2.0? Investors rode a $20-trillion global stimulus tsunami to fresh highs over the summer before renewed concerns put a pause on the rally in September. July and August were a continuation of the rebound from the market bottom in late March, with risk assets, particularly technology-oriented shares, reflating amid better … Continue reading Third Quarter 2020 Market Snapshot
Sellwood’s August 2020 Market Snapshot is available for download.
Sellwood’s July 2020 Market Snapshot is available for download.
Second Quarter 2020: Federal Intervention Masks Underlying Economic Uncertainty Rising Covid-19 cases, mass unemployment, and stop-start reopenings have hurled uncertainty at the markets and yet, the S&P is down only 3% for the year-to-date ended June 30th. The second quarter rally, with the S&P rebounding 20%, has notably amplified one familiar market trend of the … Continue reading Second Quarter 2020 Market Snapshot