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Taming Inflation The stock market surged an unprecedented 9.1% in November, accounting for almost half of its 20% year-to-date returns in a single month. This price action can be partly attributed to lower inflation and a sense that global interest rate policies are effective. In the U.S., a recent jobs report showed fewer new jobs and an uptick in unemployment. Although negative for the economy, this adds to the sense that the Fed’s efforts to … Read more

August correction The current month has seen its fair share of market turbulence, with the S&P 500 experiencing a modest decline of 1.7%. While this dip breaks a five-month winning streak, it’s important to keep in mind the broader context. The Nasdaq Composite boasted an exceptional first half of the year, and the S&P 500’s year-to-date gains remain an impressive 18.6%. Seasonal Trends August historically presents challenges for the SP500, so a slight correction is … Read more

The Bull continues – All strategies positive for the month In July, all our strategies were positive as the SP500 price nears it’s all time high. South America first to lower rates The Federal Reserve (FED) paused rate hikes last month, creating expectations of a possible plateau in tightening policy. However, it surprised the market by deciding to raise rates in July by 0.25%, signaling its continued commitment to fighting inflation. Meanwhile, in Chile, the central bank held … Read more

The unexpected Bull At the beginning of 2023, there was a prevailing sense of negativity as both the S&P 500 and bonds experienced significant double-digit losses. However, in our 2022 end-of-year newsletter, we argued that not only one should stay invested, they should anticipate a minimum return of 4.7%. This projection was based on the risk-free yield of a 1-year Treasury. Our average strategy return surpassed expectations, reaching 7.3%. This unexpected bullish market appeared out … Read more