Market insights and analysis

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

4th Quarter | 2020

Market insights and analysis

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

Don’t let market volatility become your volatility

I’m sure most of you noticed the recent spike in market volatility during the last week of January, related in part to the highly unusual trading in heavily shorted stocks such as GameStop and AMC. The VIX volatility index, known as the market’s “fear gauge,” jumped to 37 on Wednesday, January 27. According to Bloomberg, this was “the biggest one-day move since the pandemic-spurred market crash” in March 2020. CNBC reported that the VIX closed on January 29 “with its biggest weekly gain since June [2020].”

The invitation to our holiday party a few years read “Dress: Cocktail.” One of our guests, John Zilli, wondered, “What exactly does that mean?” He Googled it.

The Halloween season has always been one of my favorite times of the year.

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Over 2,500 years ago, in what may have been one of the earliest examples of behavioral finance theory, ancient Greek philosopher Aristotle is reported to have said the following regarding the achievement of success.

Market Update 8/31/20

The major stock market indexes posted strong gains last week. The NASDAQ 100 (the leader for the week) was up 3.8%, the S&P 500 Index rose 3.2%, the Dow Jones Industrial Average gained 2.6%, and the Russell 2000 (the worst performer for the week) gained 1.7%. The 10-year Treasury bond yield rose about 9 basis points, as Treasury bonds fell slightly for the week. Last week, spot gold continued its move upward, rising 1.3%. Lately, the metal has performed more as an inflation hedge than a safe-haven asset. It is up nearly 30% year to date.