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Was the October Rally Just a Head Fake or Will It Continue?

Was the October Rally Just a Head Fake or Will It Continue?

by Jeff Krumpelman, CFA® | Nov 3, 2022 | Insights

“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that often-repeated quote from Mark Twain, “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January,...
September Was Ugly. Will Q4 Bring Positive Returns and a Post-Midterm Election Rally?

September Was Ugly. Will Q4 Bring Positive Returns and a Post-Midterm Election Rally?

by Jeff Krumpelman, CFA® | Oct 4, 2022 | Insights

“September stands alone as the only month in which the market falls more frequently than it rises.” — Sam Stovall, Investment Strategist Typical Seasonal Returns I guess you could say that, in one sense, September delivered. It has the well-deserved reputation of...
July to Mid-August Rally Followed by Late August Swoon—What’s Next?

July to Mid-August Rally Followed by Late August Swoon—What’s Next?

by Jeff Krumpelman, CFA® | Sep 2, 2022 | Insights

“And when things start to happen, don’t worry don’t stew, just go right along, you’ll start happening too.” — Dr. Seuss, “Oh, The Places You’ll Go” S&P 500 Throws Investors a Curve Ball Just when many began to feel that the market may have bottomed on June 16 and...
Was July Just a Dead Cat Bounce in a Bear Market or the Start of a New Bull Run?

Was July Just a Dead Cat Bounce in a Bear Market or the Start of a New Bull Run?

by Jeff Krumpelman, CFA® | Aug 4, 2022 | Insights

“There’s a reason why your windshield is bigger than your rearview mirror. Where you are going is more important than where you came from.” – Anonymous  As I was ruminating on last month’s commentary about the horrible first half in the equity markets in 2022...
Limping Into the Locker Room at Halftime. What’s in Store for the Second Half?

Limping Into the Locker Room at Halftime. What’s in Store for the Second Half?

by Jeff Krumpelman, CFA® | Jul 5, 2022 | Market Update

“The stock market has predicted nine of the last five recessions.” —Paul Samuelson Wow, we can do without another six months like those in the first half of 2022. It was ugly and it wasn’t fun. But after an impressively profitable three-year stretch from 2019-2021, it...
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Recent Posts

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  • Decent Q4 makes it three straight years of double-digit returns. How about four in a row?
  • The November market pause just might set the table for a profitable 2026

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