Market insights and analysis

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

1st Quarter | 2024

Quarterly recap

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Current market environment performance of dynamic, risk-managed investment solutions.

My wife and I have always been dog people. We’ve never owned cats, although we love to play with those of friends and relatives.

The major U.S. stock indexes were up last week. The NASDAQ added 2.15%, the Russell 2000 small-cap index gained 1.79%, the S&P 500 increased by 1.60%, and the Dow Jones Industrial Average was up 1.35%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 1.60%, the NASDAQ Composite gained 2.15%, and the Dow Jones Industrial Average rose 1.35%.

Last week, the gold spot price gained 2.32% and the U.S. Dollar Index fell 0.81%. The Gold Bullion Strategy Fund (QGLDX) went up 2.21% for the week.

In April, 37 exchange-traded products (“ETPs”) were added to the list, and 20 were removed, bringing the total to 453.

Historically, homes have been a place to live and the cornerstone of personal wealth for many Americans. Most members of the baby boomer generation believe that their home was the best investment they ever made.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 1.89%, the NASDAQ Composite was up 1.17%, the Dow Jones Industrial Average gained 2.20%, and the Russell 2000 small-capitalization index rose 1.21%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 was up 1.89%, the NASDAQ Composite went up 1.17%, and the Dow Jones Industrial Average went up 2.20%.

Last week, the gold spot price increased by 2.55% and the U.S. Dollar Index was up 0.26%. The Gold Bullion Strategy Fund (QGLDX) was up 2.66% for the week.

With the arrival of warmer weather, the open highways and the thrill of new adventures are starting to beckon. Many families across the nation are gearing up for much-awaited summer vacations.

The major U.S. stock market indexes were up last week. The Russell 2000 rose 1.71%, the NASDAQ Composite increased by 1.44%, the Dow Jones Industrial Average gained 1.14%, and the S&P 500 was up 0.56%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 0.56%, the NASDAQ Composite rose 1.44%, and the Dow Jones Industrial Average gained 1.14%.

Last week, the gold spot price fell 1.55% and the U.S. Dollar Index went down 0.86%. The Gold Bullion Strategy Fund (QGLDX) was down 1.68% for the week.

The financial markets have been focused recently on two themes: 1. Assessing the highly uneven, though generally positive, results of Q1 2024 earnings reports. 2. The latest disappointing consumer price index (CPI) and gross domestic product (GDP) data—and what that means for the economy and Federal Reserve policy moving forward.

The major U.S. stock indexes were up last week. The NASDAQ gained 4.23%, the Russell 2000 small-cap index climbed 2.72%, the S&P 500 increased by 2.68%, and the Dow Jones Industrial Average inched up 0.67%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 2.68%, the NASDAQ Composite gained 4.23%, and the Dow Jones Industrial Average gained 0.67%.

Last week, the gold spot price lost 2.26% and the U.S. Dollar Index went down 0.2%. The Gold Bullion Strategy Fund (QGLDX) went down 2.1% for the week.

One of my favorite quotes comes from Teddy Roosevelt’s “Citizenship in a Republic” speech, which he delivered at the Sorbonne in 1910.

Despite geopolitical tensions and higher interest rates, global equity markets continued their upward march in the first quarter of 2024, a rally that started in the third quarter of 2023

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 went down 3.04%, the NASDAQ Composite lost 5.52%, and the Dow Jones Industrial Average rose 0.05%.

Last week, the gold spot price increased by 2.03% and the U.S. Dollar Index increased by 0.11%. The Gold Bullion Strategy Fund (QGLDX) rose 1.89% for the week.

I sometimes hate the term “active management.” It’s not because I have become a “buy-and-hold” convert, but because the term has been so corrupted by the financial-services industry.

The major U.S. stock indexes were mostly down last week due to market volatility. The Russell 2000 small-cap index lost 2.72%, the Dow Jones Industrial Average fell 2.36%, the S&P 500 dropped 1.52%, and the NASDAQ decreased by 0.45%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 was down 1.52%, the NASDAQ Composite lost 0.45%, and the Dow Jones Industrial Average was down 2.36%.

Last week, the gold spot price increased by 0.63% and the U.S. Dollar Index was up by 1.67%. The Gold Bullion Strategy Fund (QGLDX) was up by 0.85% for the week.

In March, 22 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list, and 35 were removed, bringing the total down to 436.

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.

The major U.S. stock market indexes were down last week. The NASDAQ Composite was down 0.79%, the S&P 500 decreased by 0.93%, the Dow Jones Industrial Average lost 2.23%, and the Russell 2000 small-capitalization index fell 2.86%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 was down 0.93%, the NASDAQ Composite lost 0.79%, and the Dow Jones Industrial Average decreased by 2.23%.

Last week, the gold spot price was up 4.48% and the U.S. Dollar Index went down 0.24%. The Gold Bullion Strategy Fund (QGLDX) was up 4.56% for the week.

April 2024 marks the 21st anniversary of National Financial Literacy Month, “a time dedicated to empowering individuals with the knowledge and skills necessary for sound financial decision-making,” notes Money Fit.

The major U.S. stock indexes were up last week. The Russell 2000 small-cap index added 1.89%, the NASDAQ increased by 1.35%, the S&P 500 rose 0.77%, and the Dow Jones Industrial Average gained 0.52%.

Last week, the gold spot price was up 2.98%, and the U.S. Dollar Index was up 0.11%. The Gold Bullion Strategy Fund (QGLDX) was up 2.17% for the week.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 gained 0.40%, the NASDAQ Composite fell 0.29%, and the Dow Jones Industrial Average went up 0.84%.

Wall Street jazz

Jazz has been a part of my life since the 1960s. I’ve always loved the combination of individuality and collaboration that is specifically a part of the modal, hard-bop version of traditional jazz.

The major U.S. stock indexes were up last week. The S&P 500 gained 2.29%, the NASDAQ rose 2.85%, the Dow Jones Industrial Average increased by 1.97%, and the Russell 2000 small-cap index added 1.60%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 2.31%, the NASDAQ Composite went up 2.86%, and the Dow Jones Industrial Average gained 1.97%.

Last week, the gold spot price increased by 0.44% and the U.S. Dollar Index went up by 0.96%. The Gold Bullion Strategy Fund (QGLDX) gained 0.27% for the week.

In February, 15 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list, and 62 were removed, bringing the total down to 449.

With tax season upon us, investors may be thinking about the most beneficial—and tax-efficient—ways to make charitable donations.

The major U.S. stock indexes were down last week. The Dow Jones Industrial Average lost 0.01%, the S&P 500 fell 0.13%, the NASDAQ dipped 0.70%, and the Russell 2000 small-cap index dropped 2.08%.

Last week, the gold spot price went down 1.06% and the U.S. Dollar Index went up 0.7%. The Gold Bullion Strategy Fund (QGLDX) was down 1.03% for the week.

Quantified Funds 3/18/24

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 went down 0.09%, the NASDAQ Composite lost 0.68%, and the Dow Jones Industrial Average rose 0.01%.

This week is the fourth “anniversary” of the World Health Organization (WHO) declaring COVID to be a global pandemic.

The major U.S. stock market indexes were mostly down last week. The S&P 500 decreased by 0.26%, the NASDAQ Composite was down 1.17%, the Dow Jones Industrial Average lost 0.93%, and the Russell 2000 small-capitalization index rose 0.30%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 0.23%, the NASDAQ Composite decreased by 1.15%, and the Dow Jones Industrial Average went down 0.85%.

Last week, the gold spot price went up 4.61% and the U.S. Dollar Index lost 1.11%. The Gold Bullion Strategy Fund (QGLDX) gained 4.5% for the week.

The major U.S. stock market indexes were mostly up last week. The Russell 2000 gained 2.96%, the NASDAQ rose 1.74%, and the S&P 500 Index increased by 0.95%. The Dow Jones Industrial Average fell slightly for the week.

My wife, Abby, and I are in the market for a new car to accommodate us and our awesome 2-year-old and 4-year-old girls.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 was up 0.99%, the NASDAQ Composite went up 1.76%, and the Dow Jones Industrial Average returned 0%.