Market insights and analysis

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

3rd Quarter | 2024

Quarterly recap

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Current market environment performance of dynamic, risk-managed investment solutions.

Last week, the gold spot price was down 0.37% and the U.S. Dollar Index went up 0.97%. The Gold Bullion Strategy Fund (QGLDX) decreased by 0.40% for the week.

Active investment management is consistent with the tenets of behavioral finance, as well as with sound financial planning that seeks to help investors reach their long-term objectives.

The major U.S. stock market indexes moved higher last week. The Russell 2000 returned 3.62%, the NASDAQ Composite returned 1.41%, the S&P 500 returned 1.47%, and the Dow returned 1.29%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 1.47%, the NASDAQ Composite went up 1.41%, and the Dow Jones Industrial Average gained 1.29%.

Last week, the gold spot price gained 0.18% and the U.S. Dollar Index went down 1.7%. The Gold Bullion Strategy Fund (QGLDX) went up 0.08% for the week.

In July, 27 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list and 18 were removed, bringing the total up to 513.

When we have bouts of volatility, it is important to remember what Jay Mooreland, the founder of the Behavioral Finance Network, says, “The market’s volatility is not your volatility.”

The major U.S. stock market indexes were up last week. The S&P 500 increased by 3.99%, the NASDAQ Composite was up 5.35%, the Dow Jones Industrial Average gained 3.02%, and the Russell 2000 small-capitalization index rose 2.98%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 was up 3.99%, the NASDAQ Composite increased by 5.35%, and the Dow Jones Industrial Average went up 3.02%.

Last week, the gold spot price rose 3.15% and the U.S. Dollar Index decreased by 0.65%. The Gold Bullion Strategy Fund (QGLDX) rose 3.25% for the week.

Paging through the business section of the Detroit Free Press several years ago, I came across an article by business columnist Jack Linkner, a tech entrepreneur and best-selling author.

The week began with a sharp decline in equities, but markets largely rallied as the week progressed, offsetting the initial losses. The Dow Jones Industrial Average ended the week down 0.56%, the S&P 500 dipped 0.02%, and the NASDAQ lost 0.17%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 went down 0.02%, the NASDAQ Composite lost 0.17%, and the Dow Jones Industrial Average fell 0.56%.

Last week, the gold spot price went down 0.49% and the U.S. Dollar Index fell 0.07%. The Gold Bullion Strategy Fund (QGLDX) lost 0.37% for the week.

Like so many others this past week, my family has been cheering on Team USA while watching replays of the 2024 Paris Olympics.

Most major stock market indexes finished down last week. The Dow Jones Industrial Average fell 2.1%, the S&P 500 Index also slipped 2.1%, and the NASDAQ Composite shaved 3.3% off its value.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 went down 2.05%, the NASDAQ Composite decreased by 3.34%, and the Dow Jones Industrial Average fell 2.10%.

Last week, the gold spot price rose 2.35% and the U.S. Dollar Index fell 1.06%. The Gold Bullion Strategy Fund (QGLDX) increased by 2.01% for the week.

Some time ago, I listened to an interview on Bloomberg radio with Thomas Gilovich, a well-known professor of psychology at Cornell University.

The major U.S. stock market indexes were mixed last week. The Russell 2000 returned 3.47%, the Dow returned 0.77%, the S&P 500 returned -0.82%, and the NASDAQ Composite returned -2.08%.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 lost 0.82%, the NASDAQ Composite decreased by 2.08%, and the Dow Jones Industrial Average was up 0.77%.

Last week, the gold spot price fell by 0.57% and the U.S. Dollar Index decreased by 0.08%. The Gold Bullion Strategy Fund (QGLDX) went down 0.58% for the week.

Have you ever found a forgotten sandwich in the back of your fridge? Although it began as a delicious creation, over time, it transformed into something... well, let’s say it wouldn’t make the cut on any cooking show.

Elevated inflation caused stocks to decline during the first half of April. However, in May and June, following strong first-quarter earnings and improving inflation data, global equity markets resumed the upward trend they started in the third quarter of 2023.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 lost 1.95%, the NASDAQ Composite decreased 3.65%, and the Dow Jones Industrial Average was up 0.73%.

Last week, the gold spot price went down 0.44% and the U.S. Dollar Index gained 0.29%. The Gold Bullion Strategy Fund (QGLDX) lost 0.66% for the week.

June ETF Deathwatch contains 504 zombie ETFs and ETNs.

The other day, I was thinking about the many “buy and hope” investors out there who take a passive approach to investing—and how risky it can be.

The major U.S. stock indexes were mostly up last week. In a flip of the recent script, the Russell 2000 small-capitalization index led the charge with a 6.01% gain, its largest weekly return of the year.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 0.89%, the NASDAQ Composite went up 0.25%, and the Dow Jones Industrial Average rose 1.61%.

Last week, the gold spot price went up 0.81% and the U.S. Dollar Index decreased by 0.75%. The Gold Bullion Strategy Fund (QGLDX) went up 0.92% for the week.

It was the fall of 1956. Action from the World Series blared from the radio. It was the New York Yankees versus the Brooklyn Dodgers, game five. Don Larsen threw his 97th pitch. “Strike!” called the umpire, and the audience witnessed perfection.

The major U.S. stock indexes were mostly up last week. The S&P 500 and NASDAQ 100 hit all-time highs, while the Russell 2000 continued to languish.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 1.98%, the NASDAQ Composite gained 3.51%, and the Dow Jones Industrial Average was up 0.69%.

Last week, the gold spot price was up 2.81% and the U.S. Dollar Index lost 0.94%. The Gold Bullion Strategy Fund (QGLDX) went up 2.74% for the week.

I have tried to balance my life by respecting the lessons of the past, planning for the future, and making the most of the opportunities in the present.

The major U.S. stock market indexes were mixed last week. The Russell 2000 returned 1.33%, the NASDAQ Composite returned 0.26%, the S&P 500 returned -0.06%, and the Dow returned -0.08%.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 decreased by 0.06%, the NASDAQ Composite went up 0.26%, and the Dow Jones Industrial Average lost 0.08%.

Last week, the gold spot price rose 0.21% and the U.S. Dollar Index increased by 0.07%. The Gold Bullion Strategy Fund (QGLDX) increased by 0.06% for the week.

It seems like every third email in my inbox, whether a market update, newsletter, or webinar invitation, mentions artificial intelligence (AI).

The major U.S. stock market indexes were up last week. The S&P 500 increased by 0.63%, the NASDAQ Composite was up 0.01%, the Dow Jones Industrial Average gained 1.50%, and the Russell 2000 small-capitalization index rose 0.80%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 0.63%, the NASDAQ Composite increased by 0.01%, and the Dow Jones Industrial Average gained 1.50%.

Last week, the gold spot price was down 0.47% and the U.S. Dollar Index gained 0.23%. The Gold Bullion Strategy Fund (QGLDX) lost 0.47% for the week.

Recently I was reading an article from Proactive Advisor Magazine, a free weekly magazine dedicated to promoting and educating the financial adviser community on active investment management.

The major U.S. stock market indexes were mixed last week. The NASDAQ Composite returned 3.27%, the S&P 500 returned 1.62%, and the Dow returned -0.51%, and the Russell 2000 returned -0.95%.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 increased by 1.62%, the NASDAQ Composite was up 3.27%, and the Dow Jones Industrial Average fell 0.51%.

Last week, the gold spot price was up 1.71% and the U.S. Dollar Index rose 0.63%. The Gold Bullion Strategy Fund (QGLDX) increased by 1.9% for the week.

In May, 41 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list, and 18 were removed, bringing the total up to 476.

At this time of the year, many Americans endure watery eyes, sneezing, congestion, and headaches. And pollen is the cause.

The major U.S. stock indexes were mostly up last week, with the S&P 500 and NASDAQ 100 hitting all-time highs. The NASDAQ added 2.4%, the S&P 500 increased by 1.36%, the Dow Jones Industrial Average gained 0.33%, and the Russell 2000 small-cap index lost 2.07%.