by Ocean Heights Advisors | Nov 16, 2022 | Market Update
Dear Clients and Friends: Since the beginning of this year’s fourth quarter, the S&P 500 has enjoyed a double-digit percentage move upward. With market-moving topics featured prominently in the recent news cycle, we thought we would share our thoughts on what we...
by Ocean Heights Advisors | Sep 26, 2022 | Market Update
September has historically been the equity market’s weakest month of the year, and the current month is following this pattern with the S&P 500 down 6% for the month as of Friday, September 23rd. The market is now only 1% above the June lows, and 12% off the peak...
by Ocean Heights Advisors | Aug 15, 2022 | Market Update
Dear Clients and Friends, Our communications to you often occur in connection with periods of downward market volatility as we seek to provide perspective on such events. In a pleasant change, we think the recent sharp market rebound also merits some commentary which...
by Jeff Krumpelman, CFA | Aug 4, 2022 | Market Update
“There’s a reason why your windshield is bigger than your rearview mirror. Where you are going is more important than where you came from.” – Anonymous As I was ruminating on last month’s commentary about the horrible first half in the equity markets in 2022...
by Ocean Heights Advisors | Jul 28, 2022 | Market Update
Exec Summary. Following eighteen months of an investor friendly market environment, 2022 has been a challenging year for investors This year’s first half, through the end of June, saw weak equity returns with the S&P 500 down 20.0% and the NASDAQ down close to...
by Jeff Krumpelman, CFA | Jul 5, 2022 | Market Update
“The stock market has predicted nine of the last five recessions.” —Paul Samuelson Wow, we can do without another six months like those in the first half of 2022. It was ugly and it wasn’t fun. But after an impressively profitable three-year stretch from 2019-2021, it...
