Market insights and analysis

How dynamic, risk-managed investment solutions are performing in the current market environment

2nd Quarter | 2021

Market insights and analysis

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Updates on how dynamic, risk-managed investment solutions are performing in the current market environment.

Last week, the gold spot price was down 0.55% and the U.S. Dollar Index was up 0.24%.

Gold prices moved sideways, closing last week at $1,801.80 per ounce.

Some may be surprised to find out that finance wasn’t my first chosen career path. I grew up wanting to be a marine biologist. I was so committed that I took six years’ worth of math classes and six years’ worth of science classes while in high school to prepare for college.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 0.97%, the NASDAQ Composite lost 1.87%, and the Dow Jones Industrial Average lost 0.52%.

Last week, the gold spot price was up 0.21% and the U.S. Dollar Index was up 0.60%.

As humans, we love to mark special events. They’re an opportunity to come together and celebrate with our friends and relatives from near and far.

Equities were up in the second quarter despite some market choppiness in May. The NASDAQ 100 Index was the leader for the quarter with an 11.2% gain. The Russell 2000 small-capitalization index was the domestic laggard, up 4.0%. Emerging markets were the weakest performers, gaining 3.8%.

Last week, gold prices continued their upward trend, with the 50-day moving average crossing above the 200-day moving average. The yellow metal closed the week at $1,850.00 per ounce.

The major U.S. stock market indexes finished generally higher last week. The Dow Jones Industrial Average gained 0.2%, the S&P 500 Index rose 0.4%, the NASDAQ Composite also climbed 0.4%, and the Russell 2000 small-capitalization index—the lone loser—dropped 1.1%. The 10-year Treasury bond yield fell 6 basis points to 1.36%, boosting bond prices for the week. Spot gold closed at $1,808.32, up $21.02 per ounce, or 1.18%.

Two weeks ago, I wrote about interviewing a few different advisory teams in 2021 that are relatively new to the world of managed accounts, dynamically risk-managed strategies, and the overall philosophy of holistic active portfolio management.

U.S. equity markets posted gains in all three indexes last week.

Last week, the gold spot price was up 1.18% and the U.S. Dollar Index was down 0.10%.

Last week, gold prices found support at the $1,750-per-ounce level before continuing to climb. They ended the week at $1,810.60 per ounce.

Major U.S. stock market indexes were mostly up last week. The S&P 500 increased by 1.67%, the Dow Jones Industrial Average was up 1.02%, the NASDAQ Composite rose by 1.94%, and the Russell 2000 small-capitalization index lost 1.23%. The 10-year Treasury bond yield fell 10 basis points to 1.42%, taking Treasury bonds higher for the week. Spot gold closed at $1,787.30, up 0.33%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 1.67%, the NASDAQ Composite gained 1.94%, and the Dow Jones Industrial Average gained 1.02%.

Last week, the gold spot price was up 0.33% and the U.S. Dollar Index was up 0.41%.

Recently I was reading a special Spotlight issue of Proactive Advisor Magazine, a free weekly magazine dedicated to promoting and educating the adviser community on active investment management. The issue focused on the active versus passive management debate. It contained three short articles by a researcher, a member of an investment performance database and publishing firm, and a behavioral finance professor. All concluded that active management should coexist with passive management, but for different reasons.

Last week, gold found support at $1,750 per ounce before moving back up. Gold closed the week at $1,783.30 per ounce.

The major U.S. stock market indexes finished higher last week. The Russell 2000 small-capitalization index stormed ahead 4.32%, the Dow Jones Industrial Average rose 3.44%, the S&P 500 Index continued to hit new highs with a 2.74% gain, and the NASDAQ Composite advanced 2.35%. The 10-year Treasury bond yield increased 9 basis points to 1.52%, as bonds were mixed for the week. The 10-year yield has remained range-bound for weeks, trending slightly downward. Spot gold closed at $1,781.44, up 0.98%.

I have interviewed a few different advisory teams for Proactive Advisor Magazine in 2021 that are relatively new to the world of managed accounts, dynamically risk-managed strategies, and the overall philosophy of holistic active portfolio management.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 2.74%, the NASDAQ Composite gained 2.35%, and the Dow Jones Industrial Average gained 3.44%.

Last week, the gold spot price was up 0.98% and the U.S. Dollar Index was down 0.41%.

Last week, gold prices consolidated after finding support at the $1,750-per-ounce level, closing the week at $1,777.80 per ounce.

The major U.S. stock market indexes finished lower last week. The Dow Jones Industrial Average lost 3.4%, the S&P 500 Index gave back 1.9%, the NASDAQ Composite tumbled 0.3%, and the Russell 2000 small-capitalization index dropped 4.2%. The 10-year Treasury bond yield fell 1 basis point to 1.44%. Spot gold closed at $1,764.16, down $113.37 per ounce, or 6.04%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 1.91%, the NASDAQ Composite lost 0.28%, and the Dow Jones Industrial Average lost 3.45%.

Last week, the gold spot price was down 6.04% and the U.S. Dollar Index was up 1.84%.

many clocks

Since the beginning of recorded history, living in the moment has been valued. In Buddhism, it’s said that “being mindful of the present is the key to happiness.” And according to Matthew 6:34, Christ said, “So do not worry about tomorrow; for tomorrow will care for itself.”

Last week, gold declined below the 50-day moving average on the weekly chart, found support at $1,750.00 per ounce, and closed the week at $1,769.00 per ounce.

etf deathwatch logo

May ETF Deathwatch contains 294 zombie ETFs and ETNs.

The major U.S. stock market indexes were mostly up for the week. The Russell 2000 gained 2.16%, the NASDAQ Composite rose 1.85%, the S&P 500 (which continues to hit new highs) was up 0.41%, and the Dow Jones Industrial Average fell 0.80%. The 10-year Treasury bond yield dropped 10 basis points to 1.45%, taking Treasury bonds up for the week. Spot gold closed at $1,877.53, down 0.74%.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 gained 0.41%, the NASDAQ Composite gained 1.85%, and the Dow Jones Industrial Average lost 0.80%.

Last week, the gold spot price was down 0.74% and the U.S. Dollar Index was up 0.46%.

Like many advisers and investors who have been following the news lately, you may be wondering how the state of inflation and interest rates will affect your investments.

Last week, gold prices consolidated above the 50-day moving average on the weekly chart, closing the week at $1,879.60 per ounce.

It can be good to be a part of the herd

I never liked the concept of people being referred to as part of a herd. Yet it has become pretty common in the media.

Major U.S. stock market indexes were up last week. The S&P 500 increased by 0.61%, the Dow Jones Industrial Average was up 0.66%, the NASDAQ Composite rose by 0.48%, and the Russell 2000 small-capitalization index gained 0.77%. The 10-year Treasury bond yield fell 4 basis points to 1.55%, taking Treasury bonds higher for the week. Spot gold closed at $1,891.59, down 0.64%.

U.S. equity markets posted gains in all three indexes last week.

Last week, the gold spot price was down 0.64% and the U.S. Dollar Index was up 0.12%.

Last week, gold prices found support at the 50-day moving average on the weekly chart and then moved back up toward $1,900 per ounce.

U.S. equity markets posted gains in all three indexes last week.

Last week, the gold spot price was up 1.2% and the U.S. Dollar Index was up 0.02%.

The major U.S. stock market indexes ended higher for the week. The Russell 2000 small-cap index gained 2.45%, the NASDAQ Composite gained 2.08%, the S&P 500 was up 1.20%, and the Dow Jones Industrial Average gained 1.03%. The 10-year Treasury bond yield fell 3 basis points to 1.59%, taking bonds slightly higher for the week. Spot gold closed at $1,903.77, up 1.20%.

Is the economic glass three-quarters full?

In early May, my previous article asked the questions, “Have the Roaring ‘20s returned?” and “How good will it get for the economy?” as optimism improves regarding many significant aspects of the COVID pandemic in the U.S.

Last week, gold prices broke above their four-month high, closing the week at $1,904.50 per ounce.

Major U.S. stock market indexes were mostly down last week. The S&P 500 decreased by 0.39%, the Dow Jones Industrial Average was down 0.51%, the NASDAQ Composite increased by 0.31%, and the Russell 2000 small-capitalization index lost 0.42%. The 10-year Treasury bond yield fell 1 basis point to 1.62%, taking Treasury bonds higher for the week. Spot gold closed at $1,881.25, up 2.05%.

Exposed

Like a skeleton found in a closet, investors discovered in the first quarter of 2020 that their portfolios were not being managed in the manner in which they had believed.

U.S. equity markets were mixed last week. The S&P 500 lost 0.43%, the NASDAQ Composite gained 0.31%, and the Dow Jones Industrial Average lost 0.51%.

Last week, the gold spot price was up 2.05% and the U.S. Dollar Index was down 0.34%.

Gold prices broke through the weekly 50-day moving average closing the week at $1,838.10 per ounce.

The major U.S. stock market indexes finished lower last week. The Dow Jones Industrial Average lost 1.1%, the S&P 500 Index gave back 1.4%, the NASDAQ Composite tumbled 2.3%, and the Russell 2000 small-capitalization index dropped 2.1%. The 10-year Treasury bond yield rose 5 basis points to 1.63%, taking bonds lower for the week. Gold was the only winner. Spot gold closed at $1,843.43, up $12.19 per ounce, or 0.67%.