Asset Class Returns - 08/31/2020

The usual suspects are still flying. I repeat the charts showing major asset class returns followed by the comparison of NASDAQ and growth vs. value to help visualize the almost 40% YTD returns. I then focus on a few negative monthly returns (yes Virginia, there were a few “-“'s) related to the Fed’s inflation policy.
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Asset Class Returns - 07/31/2020

This past month saw a strong march higher in … well… everything, even inflation (ok, cash was flat and will be for a while). And the YTD total return winner is not technology but rather the 30-year treasury at 30+%.
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Lemonade Anyone?

I focus this mid-month blog post on a market update given the recent volatility. At the end, I briefly mention some things to consider with these lemons.
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Asset Class Returns - 12/31/2019

2019 returns were very strong across most asset classes, something not many expected at the beginning of the year. View six charts which capture the current market. As viewers of Hill Street Blues may remember - "Let's be careful out there."
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