Monroe Vos Research

Trump Bumpy 2017

1st Qtr 2017 Review & Outlook - The stock market continued to rise in the first quarter of 2017. The NASDAQ Composite was up 10.13% lead by technology stocks, the S&P 500 up 6.07% and the Dow up 5.19%. The ...

2016, Trump Bump, 2017?

4th Qtr 2016 Review & Outlook - At year end the Dow Jones Industrial Average was up 16.50%, the S&P 500 was up 11.96% and the MSCI ACWI ex USA was up 4.50%. Value stocks outperformed growth stocks. The Russell ...

Low Returns and Expectations

3rd Qtr 2016 Review & Outlook - I recently attended the Roundtable for Consultants and Institutional Investors conference in Chicago held by Institutional Investor Magazine. Large public funds, insurance companies, national consulting firms and money managers attend this conference each ...

The Wall of Worry

2nd Qtr 2016 Review & Outlook - There is a concept in investing called “climbing the wall of worry”. The idea is that when there are things to worry about in the markets, investors usually do well because they are ...

The Beat Goes On

1st Qtr 2016 Review & Outlook - The first quarter saw another drop in the stock market of approximately 10% before rebounding at the end of the quarter. The S&P 500 ended up 1.35%, the Dow up 2.2% and the ...

2016

4th Qtr 2015 Review & Outlook - 2015 was not a good year compared to prior years since the 2007-2008 financial crisis. The Dow was up 0.21%, the S&P 500 was up 1.38% and the NASDAQ was up 6.96% led ...

Interest Rates and the Stock Market

3rd Qtr 2015 Review & Outlook - The 3rd quarter of 2015 was not a good quarter for the equity markets. The S&P 500 was down 6.44% in the quarter; the Russell 1000 was down 6.83%; the Russell 1000 Value ...

The Fed, China, Grexit, Bonds

2nd Qtr 2015 Review & Outlook - The stock market continued to be almost flat in the first half of the year as well as the bond market. The concern about the Federal Reserve (Fed) raising interest rates continued as ...

Issues and Answers

1st Qtr 2015 Review & Outlook - The stock market and the bond market are almost flat year to date. Gross Domestic Product (GDP) was up 0.20% in the first quarter. The concern that the Federal Reserve (Fed) will raise ...

Global Deflation

4th Qtr 2014 Review & Outlook - The stock market finished 2014 at near all time highs. In 2014 the Dow was up 10.04%, the S&P 500 up 13.69% and the NASDAQ up 14.75%. It was another good year. Utilities ...