The Navigoe Blog

Category: Investing

Navigoe 2014 Market Review

The year 2014 will be remembered as another great year to be a stock market investor, both in the US and abroad. Of course, as is usually the case, the year-end results give us a limited perspective on the actual events of the year. It’s been said that you know your portfolio is well diversified…

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October Tricks and Treats

The month of October was full of both tricks and treats, spooking investors with an uptick in volatility, but delivering gains in the US markets. October has historically been the most volatile month for the stock market, with the crashes of 1929, 1987 and 2008 culminating in the ghoulish month. True to form, volatility increased…

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On the Nightly News, AKA Frames of Reference

Tune in to the business segment of the nightly news, or the front page of your local paper’s business section, and you will see the usual stock market report.  Most commonly, references to “the market” are specifically to the Dow Jones Industrial Average. It’s the oldest and most recognized stock market index.  But, as I…

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Navigoe Third Quarter 2014 Market Review: Stormy Seas

Just when we had become accustomed to the smooth sailing that the markets had been delivering, we are reminded that stormy seas are part of the journey of being invested in the stock market. After three years of steady gains, market prices took a healthy step backwards. Among all major equity asset classes, only large…

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What, exactly, is “the market?”

You hear it all the time. “Great day for stocks. The market was up over 200 points.” “The market took a beating, it was down 150 points.” But what, exactly, is “the market”? Well, what they are likely referring to is the most commonly quoted stock market index, the Dow Jones Industrial Average (DJIA). It’s…

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Hey CNNMoney, investing isn't a game and it's not placing a bet

Scrolling through my Facebook news feed the other night, I came across a story by CNNMoney. The teaser reads, “If you’re planning to get in on the investing game, place your bets carefully.” I must have “liked” a few CNNMoney articles recently because it seems like they are beginning to dominate my news feed. It…

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Navigoe First Quarter 2014 Market Review

Following the tremendous gains in the global stock markets in 2013, many feared that the market had become overvalued and was due for a correction in prices.  In fact, January began with market losses, seeming to confirm those concerns.  The US markets were off by 3.5% and the International markets were down more than 4%….

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Navigoe 2013 Year End Market Review

2013 was a year in which all eyes were on our nation’s capital.  We began the year on the cusp of going over the fiscal cliff.  We endured the sequester, the beginning of the Fed QE taper, and even a government shutdown. Through it all, the markets continued their ascent up the proverbial “wall of…

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December 2013 Equity Market Summary

Adding to the remarkable returns delivered by the equity markets in 2013, the year was capped off by yet another good month. In the US markets, small cap lagged large and the value premium was mixed. The S&P 500 added 2.53% in December, beating the small cap Russell 2000, which returned 1.97%. The large cap…

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