Market Commentary: Week Ending 12-09-11

2011-12-13T00:36:16+00:00December 13, 2011|Blog, Investments|

Global markets bounced around pretty good last week while waiting to receive the “all clear” signal from Europe that never came.  As has been for weeks now, headlines in Europe are driving the markets; so much so that I’m struggling to come up with something new to say each week!  In light of my writer’s block, I thought I’d include an article from Mohammed El-Erian, the famous CEO and co-CIO of PIMCO – a popular [...]

Market Commentary: Week Ending 11-11-11

2011-11-14T18:18:18+00:00November 14, 2011|Market Commentary|

Markets registered what appeared to be a relatively tame week; Friday saw a melt up in stocks.  I would attribute most of the melt up in stocks to the bond market being closed for Veterans Day.  The last time we had bond markets closed (October 10th), we saw a very similar occurrence of the market rising sharply in the absence of bond trading. Speaking of Veterans Day - From an Army brat to the many [...]

Market Commentary: Week Ending 3/11/2011

2011-03-14T12:34:52+00:00March 14, 2011|Blog|

Total Returns % 1 Week YTD Dow Jones Industrial Average -1.03% +4.03% NASDAQ Composite -2.48% +2.36% S&P 500 Index -1.28% +3.71% Russell 2000 -2.69% +2.45% U.S. Aggregate Bond Index +0.58% -0.11% MSCI All Country World -2.18% +1.79% Source: Yahoo! Finance.  Data through 3-11-11 This past week was bad across the board for global markets.  In particular, Japan’s market really took a hit with the earthquake.  My thoughts and prayers to Japan, and hopefully containment of [...]

How to Invest in Emerging Markets Without Investing in Emerging Market Stocks

2011-03-02T13:56:19+00:00March 2, 2011|Blog, Investments|

There are many approaches to gaining exposure to an investment area of interest.  A common, often over-looked or under-utilized approach is through the backdoor.  As an example, people that want to ride the Apple computer company tidal wave could invest in the companies that supply the “guts” of Apple’s products.  Or, investors that want exposure to steel could invest in coal, or coke companies (or even railroads). Sometimes backdoor investing is all an investor will [...]

Market Commentary: Week Ending 2/4/2011

2011-02-07T13:39:45+00:00February 7, 2011|Market Commentary|

Total Returns % 1 Week YTD Dow Jones Industrial Average +2.27% +4.45% NASDAQ Composite +3.07% +4.39% S&P 500 Index +2.71% +4.23% Russell 2000 +3.19% +2.10% U.S. Aggregate Bond Index -1.51% -1.41% MSCI All Country World +2.95% +2.99% Source: Yahoo! Finance.  Data through 2-4-11 Global markets rebounded last week in spite of the unrest in Egypt.  While it is good to see Egyptians pushing for change and more freedom, it is unsettling to see the violence [...]

Market Commentary: Week Ending 1/21/2011

2011-01-24T08:36:01+00:00January 24, 2011|Market Commentary|

  Total Returns % 1 Week YTD Dow Jones Industrial Average +0.72% +2.54% NASDAQ Composite -2.39% +1.38% S&P 500 Index -0.76% +2.04% Russell 2000 -4.26% -1.34% U.S. Aggregate Bond Index -0.11% -0.13% MSCI All Country World -0.90% +1.13% Source: Yahoo! Finance.  Data through 1-21-11 Global markets softened up a bit this week on news of further inflation concerns in China.  In addition to the news out of China, while quite a few US companies reported [...]

Weekly Market Commentary: Week Ending 1/14/2011

2011-01-24T08:18:18+00:00January 24, 2011|Market Commentary|

Total Returns % 1 Week YTD Dow Jones Industrial Average +0.96% +1.81% NASDAQ Composite +1.93% +3.86% S&P 500 Index +1.71% +2.83% Russell 2000 +2.51% +3.05% U.S. Aggregate Bond Index +0.21% -0.02% MSCI All Country World +2.42% +2.05% Source: Morningstar, Inc.  Data through 1-14-11 Global markets enjoyed a nice rise this week.  The market drivers for the week were easing tensions (for now) in Europe, global shortfalls in soft commodities, and positive earnings reports from Intel [...]

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