Q1 2020: The New Decade’s First Bear Market… Fast & Furious
he further along a bull market runs, it is only natural to wonder “when will it end” or even “how will it end.” At the end of the first...
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Newsletter Archive
Marcus Crawshaw
Mar 5, 20204 min
Q1 2020: What You Don’t Know, Won’t Hurt You
“What You Don’t Know, Won’t Hurt You” … Apparently, Not If You Are The Stock Market As of March 5, 2020, the stock market (as measured by...
Marcus Crawshaw
Dec 31, 20196 min
EOY 2019: By Itself, Remarkable Year; Broaden Out Your Horizon and Par For The Course
The Stock Market Review This past year saw the stock market (as measured by the S&P 500 Index) gain more than 28%. It’s greatest rise...
Marcus Crawshaw
Dec 13, 20192 min
Q4 2019: Record Equity Outflows Singing a Tune Long-Term Investors Typically Love To Hear
Through November the stock market (as measured by the S&P 500 Index) was up 25%+ for the year. A reflection of a strong domestic economy,...
Marcus Crawshaw
Dec 11, 20192 min
Q4 2019: Earnings Season: What is it telling us (if anything)
Every three months we are treated to a six-week period of publicly traded companies announcing their just completed quarterly financials;...
Marcus Crawshaw
Nov 8, 20194 min
The WeWork Debacle: Another Example Of What Makes The Stock Market A Great Place To Invest
As we head into the end of the year, it seems investors are unfazed by the same old news. Throughout October, we were continually...
Marcus Crawshaw
Oct 9, 20193 min
Q3 2019: October… The “Jinx Month”… Or Maybe Not
The tenth month of the calendar year brings lots of change for all of us. Temperatures begin to drop (more so for some than others), it...
Marcus Crawshaw
Aug 9, 20193 min
Q3 2019: A Recession Is Coming, A Recession Is Coming…What Exactly Does This Mean For Investments
The month of August continued the flat theme that we chronicled in our last newsletter. While there was plenty of volatility, driving...
Marcus Crawshaw
Aug 7, 20193 min
Q3 2019: Over Past Twelve Months, The Financial News (Or Noise) Has Been Deafening… Does It Matter
Benjamin Graham, the father of value investing, used to say that in the short run, the stock market is like a voting machine, tallying up...
Marcus Crawshaw
Jan 9, 20192 min
Q1 2019: The Recent Stock Market Rollercoaster… No Place For Market Timing
One month into the year and the stock market has pivoted dramatically from where it was trending in the last quarter of 2018. On...
Marcus Crawshaw
Jan 6, 20193 min
EOY 2018: The Year Volatility Returned
Remember the “World’s Ugliest Dog Contest”? Well, the 4th quarter of 2018 reminds us of the winner. It was the culmination of a year that...
Marcus Crawshaw
Dec 9, 20182 min
Q4 2018: A Trip Down Memory Lane As The “Real Stock Market” Returns
Through the end of February, the stock market (as measured by the S&P 500 Index) is up 11.50% year to date. This is not surprising...
Marcus Crawshaw
Jun 1, 20182 min
First Half of 2018 Recap: Is It Activity For Activity’s Sake… Or Is There Something To This
Six months into the year, the stock market (as measured by the S&P 500 Index) is slightly above where it began the year. Officially, the...
Marcus Crawshaw
May 27, 20182 min
Q2 2018: Should We Really “Sell In May & Go Away?”
The world of investing is full of phrases that some participants live by while others scoff at. On the one hand, Wall Street (the place...
Marcus Crawshaw
May 16, 20182 min
Q2 2018: Calling Stock Market Tops: The Pundits Vs. The S&P 500 Index
At any given time, a consistent question of financial professionals is: What do you think the “market” is going to do? After nearly a...
Marcus Crawshaw
Apr 21, 20182 min
Q1 2018: The Opportunity Of Earnings Season
The month of April has brought a collective thud for the stock market investor. Overall the S&P 500 Index finished positive for the...
Marcus Crawshaw
Mar 31, 20182 min
EOY 2017: The Difference A Year Makes
As we noted in our February newsletter, our old friend volatility has returned to the stock market. Look no further than our first chart...
Marcus Crawshaw
Mar 9, 20183 min
Q1 2018: Made In China No More… Should We Care This Much About Tariffs
Ever since our President has begun reworking our Country’s trade agreements with our major trade partners, tariffs have taken center...
Marcus Crawshaw
Feb 9, 20182 min
Q1 2018: Is the (Nearly) Free Money Era Over?
Nearly six weeks into the New Year, the question on most investors’ minds is: “What the heck happened to my stock market that essentially...
Marcus Crawshaw
Feb 9, 20182 min
Q1 2018: A Down Month! Look Out Below... Or Not!
February marked the first down month (-3.89%) since March of last year. And the drop of .04% in that month was so minuscule you had to...
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