The Grinch attempted to stop the Santa Claus Rally at the start of the week, but investors were having none of that. Not only did the Grinch fail to steal the Santa Claus Rally but as his heart swelled with Christmas spirit, he managed to quell fears of the Covid-19 Omicron variant and the potentially […]
Monthly Archives: December 2021
The week ending December 17, 2021
You may have heard the S&P 500 Index (S&P) is having another banner year, with a total return of 26%, year to date. Sounds great. But look a bit closer and, per David Kostin at Goldman Sachs, you’ll see over 33% of the S&P’s gains in 2021 have come from 5 very large companies (based […]
The week ending December 10, 2021
Ho, ho, ho. The Santa Claus rally may be just around the corner. Usually, though not every year, there is a lift to the markets in late December. There are many theories to the Santa Claus rally but there all just that – theories. From extra cash on hand thanks to unloading losing investments for […]
The week ending December 3, 2021
Do you like receiving surprises? A surprise gift or a surprise birthday party? I think most people like the former but not so much the latter. The markets are similar in they do not react well to surprises, as what happened this past week. I was reminded the stock markets do not like inflation, they […]