Quarterly Market Reviews
July 1, 2022
By Brett Freese Market Highlights: Worst first half of a year for investors since 1970. 1970??? I was born in August of that year. Therefore, I […]
April 1, 2022
By Brett Freese Market Highlights: The major stock and bond indices were all down this past quarter (see “Market Scorecard” below). Gold was up 5.88% price […]
January 3, 2022
By Brett Freese Market Highlights: Stocks were curiously lopsided in performance in the last quarter of 2021. Interesting notes: US Large Cap stocks greatly outperformed US […]
October 1, 2021
By Brett Freese Market Highlights: Stocks had a flat to slightly negative 3nd quarter. Interesting notes: US Large Cap stocks continue to outperformed US Small Cap. […]
July 1, 2021
By Brett Freese Market Highlights: Stocks had a great 2nd quarter. In a reversal of the 1st quarter’s “Value Stock” leadership growth stocks outperformed value stocks […]
April 1, 2021
By Brett Freese Market Highlights: Stocks had a “good” 1st quarter. Interesting notes: There was a shift from growth stocks to value. US Small stocks outperformed […]
January 1, 2021
By Brett Freese Market Highlights: Stocks had a strong 4th quarter. US Small & Mid Cap stocks substantially outperformed US Large Cap. World Small & Mid […]
October 1, 2020
By Brett Freese Market Highlights: • Stocks had a strong 3rd quarter. Interesting note: US Large Cap stocks outperformed US Small & Mid Cap, and Emerging […]
July 1, 2020
By Brett Freese Market Highlights: Stocks had a very strong 2nd quarter. Interesting note: US Large Cap stocks underperformed US Small & Mid Cap, Emerging Markets, […]