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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...
April Tested Investors’ Souls, But We Stand By Our Base Case

April Tested Investors’ Souls, But We Stand By Our Base Case

by Jeff Krumpelman, CFA® | May 5, 2022 | Insights

“And now you know the rest of the story.”–Paul Harvey, Iconic American Radio Broadcaster Stocks Took a Beating in April There’s simply no doubt about it… April 2022 was an ugly month for U.S. stocks. The S&P 500 declined 8.8%,1—its worst month since the awful 35%...
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Recent Posts

  • Don’t worry, be happy? Worry a little, but let the data and facts guide and calm
  • Earnings drive the rally as risks linger
  • Volatility returns as global risks rise
  • Risk awareness and diversification 2.0 taking root
  • Déjà vu starting to play out

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