MARKET OVERVIEW In 4Q20, the S&P 500 returned 12.15%; Russell 2000 returned 31.37%. For the year ending December 31, 2020, the S&P 500 returned 18.40%; Russell 2000 returned 19.96%.  Recent commentary indicates accommodative monetary and fiscal policy, which have long provided a tailwind for equities, will continue.  In late August, the Federal Reserve adopted a […]

MARKET REVIEW U.S. equities rallied for the second quarter in a row; S&P 500 returned 8.93%; Russell 2000 returned 4.93%. YTD at September 30, the S&P 500 returned 5.57%; Russell 2000 returned -8.69%. 3Q20 U.S. GDP estimates called for 32% quarter-on-quarter growth, well ahead of the initial 12% estimate on July 311.  In late August, […]

June 26, 2020 – The Money Life with Chuck Jaffe podcast today features John Barr in the “Market Call” and “Hold ‘Em or Fold ‘Em” segments (“John Barr of the Needham Growth and Needham Aggressive Growth Funds talks stocks in the Market Call”). Please click for 16-minute audio of John’s segments. The full one-hour program […]