Investing Like a Billionaire Not as Difficult as it Seems
Jeanie Buss, majority owner of the Los Angeles Lakers, announced last month she had agreed to sell most of her family’s stake in the NBA team based on an updated valuation of $10 billion.
June 2025 Market Recap
June Market Recap As crazy as it may seem to read (or write), US stocks finished June at all-time highs. Despite a 20% selloff from mid-February to early April… Despite the tariff uncertainty brought on by a new administration… Despite negative GDP growth and missile strikes in the Middle East… The stock market endured and […]
U.S. stock market hardens after economic volatility, but some threats remain
How far the stock market has come without traveling very far is remarkable. As we near the midway point of 2025, the major U.S. equity benchmarks sit less than 2% from where they began on January 1…
May 2025 Market Recap
May Market Recap After three consecutive months of declines, US equities bounced back with their best month of the year. Stocks didn’t just end their losing streak, they gained enough to offset nearly all their year-to-date losses. All three of the major benchmarks ended May within 1% of where they started the year. Big Tech […]
Now is the time to invest in bonds, with yields too good to ignore
Recently, I did something in my investment portfolio that I had never done before: I bought bonds.
April 2025 Market Recap
April Market Recap Where do we start? April gave us what felt like a year’s worth of market activity crammed into 30 days. The major stock benchmarks finished lower for the third month in a row, although a marginal loss for the S&P 500 was hardly indicative of the most volatile month in five years. […]
Trump tariffs created a volatile market, which comes with big opportunities
Maybe now investors will realize how good we had it in 2023 and 2024. Those back-to-back years of 20%-plus returns and minimal volatility suddenly feel like a distant memory.
March 2025 Market Recap
March Market Recap The S&P 500 and NASDAQ stock indices recorded their worst quarters since 2022. The S&P 500 fell 5.75% in March, its sharpest drop since December 2022. Investors are worried about Donald Trump’s tariffs. He has promised that all countries will be targeted in the latest round to be announced tomorrow, April 2. […]
In the short term, everyone loses in a trade war
Roughly six weeks from President Donald Trump’s inauguration was when the presidential honeymoon period seemed to end.
February 2025 Market Recap
February Market Recap Tariff threats went up while stocks went down in February. Equities stumbled through their first negative month of the year despite exceptional corporate earnings growth, which shows that optimism is waning even as profitability soars. The S&P 500 and Dow Jones Industrial Average lost between 1.4% and 1.6%. The NASDAQ lost nearly […]
