Market insights and analysis

How dynamic, risk-managed investment solutions are performing in the current market environment

1st Quarter | 2022

Market insights and analysis

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Updates on how dynamic, risk-managed investment solutions are performing in the current market environment.

Last week, the gold spot price was down 0.68% and the U.S. Dollar Index was down 0.49%.

U.S. equity markets posted gains in all three indexes last week.

Last week, gold prices continued to hold steady around their 200-day moving average.

The major U.S. stock market indexes fell sharply last week, with the S&P 500 hitting bear market territory as of Monday’s close. The Russell 2000 was the worst performer for the week, down 7.48%. The Dow Jones Industrial Average was the best performer, falling 4.78% for the week. The 10-year Treasury bond yield rose 7 basis points to 3.23% as rates edged upward, peaking on June 14 at 3.47%. Spot gold closed the week at $1,839.39, down 1.72%.

At this time of the year, 20% to 25% of Americans endure watery eyes, sneezing, congestion, and headaches. And pollen is the cause. When the first irritating signs of hay fever hit me this year, I started researching. And that’s when I noticed the following five similarities between allergies and investing (I know it seems like a stretch, but bear with me).

Last week, the gold spot price was down 1.72% and the U.S. Dollar Index was up 0.53%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 5.79%, the NASDAQ Composite lost 4.78%, and the Dow Jones Industrial Average lost 4.79%.

Gold prices remained between their 50-day and 200-day moving averages, closing last week at $1,849.90 per ounce.

May ETF Deathwatch contains 421 zombie ETFs and ETNs.

Last week, the Dow Jones Industrial Average lost 4.6%, the S&P 500 Index fell 5.1%, the NASDAQ Composite dropped 5.6%, and the Russell 2000 small-capitalization index gave back 4.4%. The 10-year Treasury bond yield rose 22 basis points to 3.16%, sending bond prices lower for the week. The U.S. Aggregate Bond ETF (AGG) lost 1.5%, while the 20-year Treasury Bond ETF (TLT) tumbled 1.95%. Gold futures closed the week at $1,876.30, up $26.10 per ounce, or 1.41%.

With the S&P 500 putting in its worst week since January, finishing down nine out of the last 10 weeks, and now touching bear market territory, it is probably an understatement to call the market environment “uncertain.”

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 5.05%, the NASDAQ Composite lost 5.60%, and the Dow Jones Industrial Average lost 4.58%.

Last week, the gold spot price was up 1.1% and the U.S. Dollar Index was up 1.97%.

Gold prices surged toward their 50-day moving average after the consumer price index (CPI) for May was released on Friday (June 10).

The major U.S. stock market indexes were down last week. The S&P 500 decreased by 1.20%, the Dow Jones Industrial Average lost 0.94%, the NASDAQ Composite was down 0.98%, and the Russell 2000 small-capitalization index gave back 0.26%. The 10-year Treasury bond yield rose 20 basis points to 2.93%, taking Treasury bonds lower for the week. Spot gold closed the week at $1,851.19, down 0.14%.

Personal biases influence how people interpret events and what they experience emotionally. For example, there will always be a bullish, bearish, and neutral way to interpret the news that the financial markets are faced with every day. Which one is correct? Who can say?

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 1.20%, the NASDAQ Composite lost 0.98%, and the Dow Jones Industrial Average lost 0.94%.

Last week, the gold spot price was down 0.14% and the U.S. Dollar Index was up 0.46%.

Last week, gold prices consolidated between the 50-day and 200-day moving averages.

The major U.S. stock market rebounded strongly during the last full week of May, taking a breather from significant declines experienced year to date. The NASDAQ Composite climbed 6.84% for the week, and the Dow Jones Industrial Average gained 6.24%. The 10-year Treasury bond yield fell 4 basis points to 2.74%. Rates are down from their May 6 high of 3.13%. Spot gold closed the week at $1,853.72, up 0.39%.

Last week, the gold spot price was up 0.39% and the U.S. Dollar Index was down 1.44%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 6.58%, the NASDAQ Composite gained 6.84%, and the Dow Jones Industrial Average gained 6.24%.

Many years ago, Jerry Wagner, Flexible Plan Investments’ founder and president, recognized the value of incorporating multiple asset classes into a portfolio—not statically but dynamically. Using multiple asset classes was not a new concept at the time, but using them dynamically was.

Gold prices bounced off the 200-day moving average after breaking through last week.

The major U.S. stock market indexes finished down last week for the seventh week in a row. This is the longest losing streak since 2001. The Dow Jones Industrial Average lost 2.9%, the S&P 500 Index fell 3.1%, the NASDAQ Composite dropped 3.8%, and the Russell 2000 small-capitalization index gave back 1.1%. The 10-year Treasury bond yield fell 13 basis points to 2.788%, sending bond prices higher for the week. Gold futures closed the week at $1,846.17, up $22.56 per ounce, or 1.88%.

When we have bouts of volatility, it is important to remember what Jay Mooreland, the founder of the Behavioral Finance Network, says, “The market’s volatility is not your volatility.”

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 3.05%, the NASDAQ Composite lost 3.82%, and the Dow Jones Industrial Average lost 2.90%.

Last week, the gold spot price was up 1.92% and the U.S. Dollar Index was down 1.35%.

Last week, gold prices bounced up off this year’s previous support levels.

The major U.S. stock market indexes were down last week. The S&P 500 decreased by 2.41%, the Dow Jones Industrial Average lost 2.14%, the NASDAQ Composite was down 2.80%, and the Russell 2000 small-capitalization index gave back 2.55%. The 10-year Treasury bond yield fell 21 basis points to 2.92%, taking Treasury bonds higher for the week. Spot gold closed the week at $1,811.79, down 3.82%.

I recently interviewed a financial adviser for Proactive Advisor Magazine, who said, “As a financial adviser, I think it is important to understand your strongest skillsets and areas where other professionals may be able to provide specific expertise that will benefit your clients. … Most notable here is our use of third-party asset managers. They bring research, staffing, strategy development, and overall investment sophistication that I could not replicate on my own.”

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 2.41%, the NASDAQ Composite lost 2.8%, and the Dow Jones Industrial Average lost 2.14%.

Last week, the gold spot price was down 3.82% and the U.S. Dollar Index was up 0.87%.

Last week, gold prices slid down to previous support levels.

The Beatles sang of it in their first American hit. And nearly 60 years later, on May 3, Lady Gaga released a new single with the same subject matter for the movie “Top Gun: Maverick.” Hand-holding. We learned to do it innocently as children. Then as teens, it took on a different meaning. Throughout adulthood and into senior life, it still remains meaningful.

The major U.S. stock market indexes were down last week. The S&P 500 was down 0.21%, and the NASDAQ Composite lost 1.54% for the week. The 10-year Treasury bond yield rose 19 basis points to 3.13%, continuing a strong upward trend for the year. Spot gold closed the week at $1,883.81, down 0.69%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 0.21%, the NASDAQ Composite lost 1.54%, and the Dow Jones Industrial Average lost 0.24%.

Last week, the gold spot price was down 0.69% and the U.S. Dollar Index was up 0.68%.

Last week, the price of gold continued to consolidate between its 50-day and 200-day moving averages.

April ETF Deathwatch contains 380 zombie ETFs and ETNs.

The major U.S. stock market indexes finished down for the third week in a row. The Dow Jones Industrial Average lost 2.4%, the S&P 500 Index fell 3.2%, the NASDAQ Composite dropped 3.9%, and the Russell 2000 small-capitalization index gave back 4.0%. The 10-year Treasury bond yield rose 1 basis point to 2.913%, sending bond prices lower for the week. In fact, the long-term Treasury bond ETF (TLT) fell 0.5% last week. Gold futures closed at $1,891.30, down $43.00 per ounce, or 2.22%.

I’ve always been a huge baseball fan—whether as a player myself or following a Major League Baseball (MLB) team. With the MLB season at risk of significant postponement earlier this year, it has been a pleasure to see the early-season action proceed in pretty normal fashion throughout April.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 3.27%, the NASDAQ Composite lost 3.93%, and the Dow Jones Industrial Average lost 2.47%.

Last week, the gold spot price was down 1.79% and the U.S. Dollar Index was up 1.72%.

Last week, gold prices retraced back to previous support levels before turning back up on the daily chart.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 2.75%, the NASDAQ Composite lost 3.83%, and the Dow Jones Industrial Average lost 1.86%.

Last week, the gold spot price was down 2.13% and the U.S. Dollar Index was up 0.9%.

The major U.S. stock market indexes were down last week. The S&P 500 decreased by 2.75%, the Dow Jones Industrial Average lost 1.86%, the NASDAQ Composite was down 3.83%, and the Russell 2000 small-capitalization index gave back 3.21%. The 10-year Treasury bond yield rose 7 basis points to 2.90%, taking Treasury bonds lower for the week. Spot gold closed the week at $1,931.60, down 2.13%.

I can still feel the doorjamb pressed hard against the back of my head, each move causing a painful tug against an errant strand of hair. But I wanted to be there, and I strained to stretch my body upward, fighting the urge to resort to tiptoes. Dad took the ruler and balanced it evenly on the top of my head. He then quickly penciled in a line at its intersection with the molding behind me.

Last week, the price of gold broke above $2,000 per ounce and then retraced back to its 50-day moving average.