Broker Check

Blog

Tuesday, April 9, 2024

1Q24 Oarsman Outlook: Stock markets around the world continued where 2023 left off: moving higher as improving confidence about the economy and the prospect of decreasing interest rates...

Friday, January 12, 2024

4Q 2023 Review and Outlook              Capping a surprisingly strong year, the final three months of 2023 featured an “everything rally” that produced solid gains...

Wednesday, October 11, 2023

The July-September quarter saw most categories of financial investments post moderate losses.  Large-cap U.S. stock prices declined between 2% and 4%, on average, while those of smaller companies fell slightly more.  Hindered...

Friday, July 7, 2023

Most investment categories posted gains in the April-June period, adding to the rally that began last October.  Large-company domestic stock benchmarks posted three-month gains anywhere between 3% (Dow Jones Industrials) and 13%...

Monday, April 10, 2023

Despite March’s bank-failure scare, most investment categories posted a second-consecutive quarter of gains in the January-March period.  Large-company domestic stock benchmarks rose by around 5%, on average; their...

Show All

Wednesday, January 25, 2023

          All major categories of financial assets produced solidly positive investment returns in the October-December period.  Large-company U.S. equity results were unusually diverse: the S&P 500 and...

Thursday, November 3, 2022

Every major category of financial-market investment recorded negative returns during the July-September period; for most it was their third consecutive quarterly decline.  Domestic large-company stocks gave up around 5%;...

Wednesday, July 6, 2022

2Q 2022 Review and OutlookJuly 2022Soaring inflation, hawkish central banks, grinding war in Ukraine and a COVID-locked-down Chinese economy made for an abysmal April-June quarter for nearly all categories of financial investments...

Monday, April 11, 2022

Faced with war in Ukraine, soaring energy prices and increasingly hawkish central bankers, nearly all categories of financial investments suffered moderate losses in the first three months of the year.  Large-company U.S. stocks...

Monday, January 24, 2022

Following a lackluster July-September quarter, financial markets sprang back to life in the year's final three months. Large-company U.S. stocks leapt around 10%, on average, while their small-company counterparts did about half as...

Monday, October 11, 2021

Wednesday, July 14, 2021

Wednesday, April 14, 2021

Monday, October 26, 2020

Tuesday, July 14, 2020

Tuesday, April 21, 2020

Friday, January 10, 2020

Tuesday, November 5, 2019

Thursday, October 24, 2019

Thursday, October 10, 2019

Thursday, July 11, 2019

Thursday, June 20, 2019

Thursday, April 11, 2019

Tuesday, January 15, 2019

Wednesday, September 5, 2018

Thursday, June 21, 2018

Thursday, September 7, 2017

Friday, September 1, 2017

Thursday, June 22, 2017

Saturday, October 1, 2016

Wednesday, June 1, 2016

Wednesday, October 29, 2014