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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.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 fell 2.27%, the NASDAQ Composite decreased by 2.85%, and the Dow Jones Industrial Average lost 1.11%.

Where I live, it is a summer ritual to load up the SUV or minivan with your children and their friends and spend the better part of a day at one of our local amusement parks.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 1.01%, the NASDAQ Composite was up 2.02%, and the Dow Jones Industrial Average gained 0.66%.

Last week, the gold spot price was down 0.12% and the U.S. Dollar Index gained 0.55%. The Gold Bullion Strategy Fund (QGLDX) fell 0.18% for the week.

The major market indexes finished up last week. The S&P 500 Stock Index rose 1.0%, the NASDAQ rallied 2.0%, and the Russell 2000 gained 1.1%. Bonds struggled.

Whether you are talking to portfolio managers, researchers, financial advisers, or marketing experts in the financial-services industry, the conventional wisdom seems to be that investors are motivated primarily by two emotions: greed and fear.

The second quarter of 2023 saw continued gains in equities, while safe-haven assets such as gold and long-term government Treasurys declined.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 went up 0.69%, the NASDAQ Composite was down 0.57%, and the Dow Jones Industrial Average was up 2.08%.

Last week, the gold spot price increased 0.34% and the U.S. Dollar Index gained 1.16%. The Gold Bullion Strategy Fund (QGLDX) was up 0.32% for the week.

I was one of the relatively few viewers who watched the MLB All-Star Game last week. The game took place on July 11 at Seattle’s T-Mobile Park.

The major U.S. stock indexes rose last week on strong economic data. The Russell 2000 small-cap index added 3.56%, technology stocks pushed the NASDAQ to a 3.32% gain, the S&P 500 increased by 2.42%, and the Dow Jones Industrial Average rose 2.29%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 2.42%, the NASDAQ Composite gained 3.32%, and the Dow Jones Industrial Average rose 2.29%.

Last week, the gold spot price went up 1.57% and the U.S. Dollar Index lost 2.31%. The Gold Bullion Strategy Fund (QGLDX) was up 1.51% for the week.

June ETF Deathwatch contains 542 zombie ETFs and ETNs.

2023 has been a strange year, confounding not only investors but also economic experts and market pundits. At a time when most were bracing for the worst, the U.S. economy has exhibited unexpected resilience.

The major U.S. stock market indexes were down last week. The S&P 500 decreased by 1.16%, the Dow Jones Industrial Average lost 1.96%, the NASDAQ Composite was down 0.92%, and the Russell 2000 small-capitalization index dropped 1.27%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 1.16%, the NASDAQ Composite was down 0.92%, and the Dow Jones Industrial Average fell 1.96%.

Last week, the gold spot price rose 0.30% and the U.S. Dollar Index fell 0.62%. The Gold Bullion Strategy Fund (QGLDX) rose 0.23% for the week.

Summer is in full bloom. It beckons us with open highways and the thrill of new adventures. Families across the nation are gearing up for their much-awaited vacations.

The major U.S. stock market indexes were down last week. The S&P 500 decreased by 1.39%, the Dow Jones Industrial Average lost 1.67%, the NASDAQ Composite was down 1.44%, and the Russell 2000 small-capitalization index dropped 2.87%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 decreased by 1.39%, the NASDAQ Composite went down 1.44%, and the Dow Jones Industrial Average went down 1.67%.

Last week, the gold spot price lost 1.88% and the U.S. Dollar Index went up 0.65%. The Gold Bullion Strategy Fund (QGLDX) fell 1.92% for the week.

Do these questions ever keep you up at night?

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 2.58%, the NASDAQ Composite gained 3.25%, and the Dow Jones Industrial Average rose 1.25%.

Last week, the gold spot price went down 0.16% and the U.S. Dollar Index lost 1.27%. The Gold Bullion Strategy Fund (QGLDX) fell 0.31% for the week.

The major U.S. stock indexes finished with strong gains last week. The Technology sector led performance, rising 4.44% for the week.

In May, 24 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list and 26 were removed, bringing the total to 524.

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

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose by 0.39%, the NASDAQ Composite increased by 0.14%, and the Dow Jones Industrial Average was up by 0.34%.

Last week, the gold spot price was up 0.68% and the U.S. Dollar Index lost 0.44%. The Gold Bullion Strategy Fund (QGLDX) gained 0.63% for the week.

The major market indexes finished up last week. The Dow Jones Industrial Average gained 0.34%, the S&P 500 Stock Index rose 0.37%, the NASDAQ Composite climbed 0.14%, and the Russell 2000 small-capitalization index gained 1.83%.

What’s catching the eyes of investors today are some of the highest short-term yields in decades. One-year Treasurys are close to 5%. This is all due to Federal Reserve tightening that has resulted in one of the fastest gains in yields in history.

The major U.S. stock market indexes were up last week. The Russell 2000 rose 3.26%, the NASDAQ Composite gained 2.04%, the Dow Jones Industrial Average increased by 2.02%, and the S&P 500 was up 1.83%.

Last week, the gold spot price was up 0.08% and the U.S. Dollar Index lost 0.18%. The Gold Bullion Strategy Fund (QGLDX) returned 0% for the week.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 1.83%, the NASDAQ Composite gained 2.04%, and the Dow Jones Industrial Average rose 2.02%.

The efficient market theory asserts that the markets are made up of rational investors and, thus, are so efficient that market pricing cannot be exploited for a profit.

The performance of the major U.S. stock market indexes was mixed last week.

Last week, the gold spot price lost 1.59% and the U.S. Dollar Index rose 0.98%. The Gold Bullion Strategy Fund (QGLDX) was down 1.59% for the week.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 increased by 0.32%, the NASDAQ Composite was up 2.51%, and the Dow Jones Industrial Average decreased by 1%.

April ETF Deathwatch contains 526 zombie ETFs and ETNs.

I was reading some history recently that focused on the Second World War. It contradicted a long-held belief. I’d always heard that the Maginot Line was a colossal failure.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 1.65%, the Dow Jones Industrial Average gained 0.38%, the NASDAQ Composite was up 3.04%, and the Russell 2000 small-capitalization index was up 1.89%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 1.65%, the NASDAQ Composite gained 3.04%, and the Dow Jones Industrial Average gained 0.38%.

Last week, the gold spot price was down 1.64% and the U.S. Dollar Index increased 0.5%. The Gold Bullion Strategy Fund (QGLDX) fell 1.86% for the week.

The major market indexes finished mostly down last week. The Dow Jones Industrial Average lost 1.11%, the S&P 500 Index fell 0.29%, the Russell 2000 small-capitalization index slid 1.08%, and the NASDAQ Composite climbed 0.40%.

My wife and I have become big fans of “Clarkson’s Farm,” a show on Amazon Prime.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 fell 0.29%, the NASDAQ Composite went up 0.40%, and the Dow Jones Industrial Average fell 1.11%.

Last week, the gold spot price decreased by 0.3% and the U.S. Dollar Index rose by 1.45%. The Gold Bullion Strategy Fund (QGLDX) lost 0.39% for the week.

The movement of the components of the stock market these days—the companies that make up various indexes—makes me think of the relationship between generals and troops, especially in the days before modern, tactical warfare.

The major U.S. stock indexes were mostly down last week. The S&P 500 Index decreased by 0.80%, the Dow Jones Industrial Average lost 1.24%, the NASDAQ Composite gained 0.07%, and the Russell 2000 small-capitalization index lost 0.51%.