Market Note March 19th, 2018   After selling-off to begin the holiday-shortened week, stocks roared higher to finish the week in the green.  However, we are still about 2% off the all-time highs. Investors are trying to balance recent higher interest rates against strong earnings growth. The Dow and S&P 500 both closed up for the…

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ARIA Market Note- 3/12/18

Market Note March 12, 2018   After a rough February, March has gotten off to a strong start.  The Nasdaq has regained its all-time high, but the S&P and Dow are trying to catch up.  It was a very strong week for equities with the S&P up 3.5% and the Nasdaq up 4.2%. Trade tariff…

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ARIA Market Note- 2/26/18

Market Note February 26, 2018 After selling-off to begin the holiday-shortened week, stocks roared higher to finish the week in the green.  However, we are still about 2% off the all-time highs. Investors are trying to balance recent higher interest rates against strong earnings growth. The Dow and S&P 500 both closed up for the week…

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ARIA Market Note- 2/5/18

Market Note February 5, 2018 There were big moves in the markets last week.  The yield on the benchmark U.S. 10-year Treasury note topped 2.8% last week, a four-year high and the S&P dropped 3.82% for the week.  Apple, one of the most widely held stocks in the world, fell over 6%.   The kids…

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ARIA Market Note- 1/22/18

Market Note January 22, 2018 A number of bank earnings and corporate reports sent the S&P 500 higher for the third consecutive week. Despite fears of a potential government shutdown the Dow Jones Industrial Average past 26,000 for the first time. Also, U.S. 10-year treasury yields hit their highest mark since September 2014 on Friday…

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LRIM Market Note- 12/18/17

L&R Investment Management’s Market Note December 18, 2017 The S&P 500 index closed last week at an all-time high of 2675. This came after a see-saw week where equity market returns continued to swing as the odds of Congress passing sweeping tax reform ebbed and flowed. Once the last republican holdouts got onboard, the S&P…

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LRIM Market Note- 12/4/2017

L&R Investment Management’s Market Note December 4, 2017   It was an interesting rotation week. Investors and traders basically sold the winners and bought the losers. For example, small-caps have lagged all year but gained +1.2% this week. However, the hot NASDAQ closed down -0.6%. Facebook, Amazon, Netflix and Google were down between 2% and…

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LRIM Market Note- 11/20/2017

L&R Investment Management’s Market Note November 20, 2017   The S&P 500 Index ended the week in negative territory for the second straight week. Outside the US, developed markets equities also lost steam, concluding the week in red. House Republicans passed the tax reform bill, slashing the corporate tax rate from 35% to 20% as…

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LRIM Market Note- 11/13/2017

L&R Investment Management’s Market Note November 13, 2017   The equity markets basically drifted back and forth depending on the tone of the last tax related headline. Last week the Senate introduced their own bill that differed markedly from the House plan, and investors started to question both the timing of passage and even passage…

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LRIM Market Note- 11/6/2017

L&R Investment Management’s Market Note November 6, 2017   After presenting earning reports with strong economic data, the market responded positively picking up another week of gains. Trump’s anticipated nomination of Jerome Powell to chair the Fed has also boosted confidence as he is expected to continue the dovish reign underway by now Fed leader,…

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