The Oarsman Outlook: October 2019

Summer saw modest advances by major investment categories, adding to already substantial year-to-date gains.  Large-company U.S. stocks gained around 2%, though small-caps declined by a similar amount.  Many overseas markets posted modestly positive results in local...

The Oarsman Outlook: July 2019

Nearly all financial investments provided solidly positive results during the April-June period, adding to a strong and broad-based early-year advance.  Both large-company U.S. stocks and developed-market overseas equities advanced around 4% on the quarter;...

The Oarsman Outlook: April 2019

What a difference three months make!  On the heels of last-year’s horrific final act, the opening quarter of 2019 featured heroic rebounds in the prices of nearly all investment categories.  Major U.S. stock indices jumped 12% to 14%, with growth-oriented and...

Oarsman Outlook: January 2019

Investors will not remember the final three months of 2018 fondly.  In the worst quarterly performance since the Global Financial Crisis, most investment categories suffered substantial losses.  Large-company U.S. stocks fell nearly 15%; small-company stocks plunged...

The Oarsman Outlook: October 2018

The July-September quarter produced a wide range of results for financial assets. Large-company U.S. stocks gained steadily, finishing the period up around 7%, while small-caps recorded lesser advances. Overseas equities were volatile and weaker, with developed...

The Oarsman Outlook: July 2018

The April-June quarter saw mixed returns from financial-market investments. Large-company U.S. stock benchmarks gained 1-3%, while small-caps advanced more briskly. Overseas stocks were weak, especially after translating returns into appreciating U.S. dollars:...