The Markets: The S&P 500 index closed July down (1.22%) bringing it to +18.05% year-to-date. The Dow finished down (1.05%) bring it’s year-to-date run to +14.39% and the NASDAQ finished the month (0.61%) bringing the year-to-date number to +22.31% year-to-date;...
The Markets – The S&P 500 index closed the 2nd quarter up 3.8% for the quarter and up a whopping 17% so far this year. The Dow is now up 14% for the year and the NASDAQ finished the quarter clocking in at +21.94% year-to-date; according to the Wall Street...
The Markets – The S&P 500 index fell 6.6% in May, the Dow -5.67% for the month and the NASDAQ finished the month -7.26% according to the Wall Street Journal. The US Core Bond market gained 2.83% in May, dropping yields a whopping 18% on the 2 year Treasury...
The Markets – The S&P 500 index finished April +4.50% the Dow +2.66% for the month and the NASDAQ finished the month +4.74% according to the Wall Street Journal. Following the first quarter which saw one of the strongest market gains in history April was...
Recently I met with a client who had been investing in the stock market for more than 30 years. We began discussing lessons learned over the years which caused me to reflect on our investment philosophy here at WCM so I thought I would articulate that here. My...
