AMJ Financial Blog

Tag Archive: S&P 500

When Markets Are Moving…

Two Ideas Worth Thinking About When Markets are Moving Here’s a number most people would like to see on an annual statement: 21.6 percent. That was the annual return for the Standard & Poor (S&P) 500 Index during 2017. In general, U.S. stock indices did quite well last year – and the year before, too…. Read More

Market Commentary – September 25, 2017

Geopolitics, what is it good for? Absolutely nothin’! In January, Robert Kahn of the Council on Foreign Relations wrote in Global Economics Monthly: “Markets showed impressive resilience in the face of a range of geopolitical shocks in 2016, but recent market moves suggest this year could be different…It should be the year that global geopolitical… Read More

Market Commentary – Sept. 18, 2017

“In theory, there is no difference between theory and practice, in practice there is.” Yogi Berra was talking about baseball, but the concept also applies to diversification, according to the GMO White Paper, The S&P 500: Just Say No. From the title, you might think the authors – Matt Kadnar and James Montier – don’t… Read More

Market Commentary – July 24, 2017

Do we have central banks to thank? Low interest rates, accommodative monetary policy, and improving economic growth have helped stock markets around the world reach record highs, reports Barron’s: “…a look around the globe shows the surge of the U.S. market to new peaks to be anything but unique. Major [markets] in Europe and Asia… Read More

Market Commentary – July 17, 2017

It was a good week for a lot of stocks but not bank stocks. The Standard & Poor’s 500 (S&P 500) Index and the Dow Jones Industrial Average (DJIA) both finished at record highs last week. Barron’s indicated investors owe Federal Reserve Chair Janet Yellen a debt of gratitude: “The main force behind the rally… Read More

Market Commentary – July 10, 2017

Things you may want to know… Last Friday, Financial Times (FT) published, ‘Five markets charts that matter for investors.’ Among the issues addressed in the charts were: The bond market bear watch. The yield on 10-year German Bunds (Germany’s government bonds) reached an 18-month high of 0.58 percent recently. Yields rose after the European Central… Read More

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Market Commentary – June 19, 2017

All eyes on inflation! Inflation is the way economists measure changes in the prices of goods and services. The United States has enjoyed relatively low inflation for a significant period of time. Last week, the consumer price index indicated inflation had moved lower in May. Inflation is our focus because it is at the core… Read More

Market Commentary – October 17, 2016

‘Tis the season! Third quarter earnings season, that is. Every quarter, companies report earnings to let investors know how profitable the companies were during the quarter. When profits grow, a company’s share price may move higher. When profits decline, a company’s share price may move lower. For five consecutive quarters, the Standard & Poor’s 500… Read More

Market Commentary – September 6, 2016

The Markets   “We can never know about the days to come, but we think about them anyway…” –Carly Simon Economists and market analysts have been thinking a lot about the Federal Reserve and the actions it may take before the end of 2016. Friday’s employment numbers helped fan the speculative fire. The U.S. Labor… Read More

Market Commentary – July 5, 2016

Second quarter ended with a spectacular finale of Brexit-inspired market volatility. Investors typically welcome sharp market movements with about the same level of enthusiasm that canines show for fireworks. However, recent market agitations highlighted a key tenet of investing: Volatility often creates opportunity. Following an initial Brexit sell-off, global markets rebounded. Last Friday, Financial Times… Read More