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Insights & Blogs

From Farrell Financial

July 2024 Market Update – Small Companies Outperform  Thumbnail

July 2024 Market Update – Small Companies Outperform

In our June Client Newsletter, we said that if soldiers ditched the generals in battle it would end in defeat because generals cannot win a battle on their own. In that metaphor the largest stocks in the market (Magnificent 7) were the generals and the rest were the soldiers. Well, the soldiers stormed the battlefield in July.

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June 2024 Market Update – The Leaders, Lead Thumbnail

June 2024 Market Update – The Leaders, Lead

We just closed the second quarter (Q2) of 2024. Unfortunately, the average stock did not perform well in Q2,but the biggest stocks did, creating a notable disparity between the generals of the S&P 500 and thesoldiers.

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April 2024 Market Update – Earnings Season Begins Thumbnail

April 2024 Market Update – Earnings Season Begins

There is an old market adage that goes, “Sell in May and Go Away.” It is based on data that suggests the bulk of returns come between the fall and summer months (November – April). This year, that should have been amended to sell in April.

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Some Interest Rates Continue to Move Higher Thumbnail

Some Interest Rates Continue to Move Higher

We thought it would be prudent to watch the movement of the 10-year going forward. In August, we reviewed how the 10-year US Treasury yield had rebounded to its previous October 2022 high of around 4.3%. The October 2022 move to 4.3% coincided with the low in the US and Canadian stock markets last year.

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Back to Buy the Dip? Thumbnail

Back to Buy the Dip?

It has been quite an 18 month ride in the US and global stock markets since they started coming under selling pressure in January 2022 with the potential significant interest rate increases due to the real threat of inflation. Ultimately the US S&P 500 found a bottom in October 2022 and continued to advance to the current levels in 2023.

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Is This a 2020 Bear Market? Thumbnail

Is This a 2020 Bear Market?

With the movement last week, it has been over 5 months since the top and we are just now entering bear territory. Although we do not know what the amount of the decline will ultimately be, we do believe it is prudent to recognize the risk environment that we are in.

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