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Market Commentary

February 2025 Market Commentary

It’s only the first week of February, but lots has already happened! On top of everyone and their brother getting sick, a couple major market shakers have already come and, potentially, gone. DeepSeekOn January 27th, news broke that a Chinese startup called DeepSeek developed and trained an AI reasoning-model for only $6 million (though later…

Market Commentary

Irrational Exuberance

Irrational Exuberance There’s no question markets have been volatile this year. If we peel back the top layer, there are many different events we can blame it on: inflation, treasury yields, the Fed and interest rates, Covid vaccines, unemployment, even the colder than normal February. But, what if we didn’t peel back the top layer?…

Market Commentary

What is “The Market”?

What is “The Market”? Volatility has played a big part of 2020 and there’s no sense it will stop anytime soon. More people are paying attention to the ebbs and flows of the stock market – whether they want to or not – thanks in large part to the news cycle. “Dow Soars 800 points…”,…

Market Commentary

October 2020 Financial Markets Commentary

October 2020 Financial Markets Summary Emotions are running high around the country with the upcoming election.  Many are wondering how this will impact financial markets. The reality is elections come and go and things don’t tend to change too much.  The status quo normally prevails.  The world will continue to turn and Apple will continue…

Market Commentary

September 2020 Financial Markets Commentary

September 2020 Financial Markets Summary The S&P 500 Index has historically been one of the best representations of the United States stock market.  This is a market capitalization weighted index of 500 large companies in the U.S.  Market capitalization weighted is a technical term meaning the larger the company, the larger the respective company weighting…

Market Commentary

August 2020 Financial Markets Commentary

August 2020 Financial Markets Summary 2020 has been a year for the record books… and it’s only August!  The markets have experienced an unprecedented amount of volatility with the fastest 30% or more domestic stock market decline in history, the biggest quarterly decline in GDP since 1947 and many well-known company bankruptcies such as Hertz,…

Market Commentary

Viewpoints: July 2020

Viewpoints: July 2020 Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others. Economic and Investment News Bits  Best Quarter for Stocks in 20+ Years: …

Market Commentary

Historical Stock Market Returns

Historical Stock Market Returns As we approach the halfway mark of 2020, it’s hard to believe the stock market (S&P 500) is down only 7% year to date.  We saw a run of 5% through the first almost two months before entering the quickest bear market in history.  From the market peak in February to…

Market Commentary

Viewpoints: April 2020

Viewpoints: April 2020 Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others. Economic and Investment News Bits  Tech Titans:  The top 5 stocks in…

Market Commentary

The Future Is Always The Same

  “This time, it’s different.” Maybe so. Our country hasn’t had to deal with a global pandemic such as the Coronavirus since before the Great Depression. So in that regard, I’ll give you that it is different this time, yet in many ways, it is the same. Remember the depths of the Great Recession in…

Market Commentary

March 2020 Financial Markets Commentary

March 2020 Financial Markets Summary Stock markets around the world were rocked during the last week of February.  Prior to this past week, markets had been fairly resilient to the coronavirus concerns with the S&P 500 breaking its all-time high on February 17th.  However, everything changed when a rising number of infections in Europe caused…

Market Commentary

January 2020 Financial Markets Commentary

  January 2020 Financial Markets Summary As we turn the page to 2020, let’s pause to review this eventful past decade. Domestic stock markets performed quite well coming off the depths of the financial crisis.  According to Goldman Sachs, the trailing 10-year annual return for the S&P 500 ranked in the 94th percentile of all…

Market Commentary

May 2019 Financial Markets Commentary

  May 2019 Financial Markets Summary The Columbus Blue Jackets have been the talk of the town with their shocking sweep of the #1 seeded Tampa Bay Lightning and their current 2-1 series lead against the Boston Bruins.  However, many experts discarded the Jackets late in the season as they struggled to find their rhythm…

Market Commentary

Viewpoints: April 2019

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others.  Economic and Investment News Bits Fast Start:  A 60% U.S. stock and 40%…

Market Commentary

Viewpoints: March 2019

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others.  Economic and Investment News Bits Great Start:  The S&P 500 has returned +11.5%…

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