November 2, 2022
Saffron Capital
Published by Brad Horn on November 2, 2022
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October Returns and Asset Performance

Major Asset Classes October 2022 Performance Comparison Introduction October returns benefited from a relief rally and expectations the pace of Fed rate increases might be  slowing.  For example, the S&P 500 index achieved a new low for the year at 3505, but then went on to post monthly gains close […]
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October 2, 2022
Asset Returns September 2022 | Saffron Capital | Minneapolis
Published by Brad Horn on October 2, 2022
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September Returns and Asset Performance

Major Asset Classes September 2022 Performance Comparison Introduction September returns across the major asset classes were negative.  For example, the S&P 500 index achieved a new low for the year and three consecutive quarterly losses.  Returns in developed and emerging stock markets were also negative.  Both sectors fared even worse […]
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September 2, 2022
Agust returns and asset performance | Saffron Capital
Published by Brad Horn on September 2, 2022
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August Returns and Asset Performance

Major Asset Classes August 2022 Performance Comparison Introduction August returns have been finalized and confirm the end of the summer rally.  Losses were evident across all major asset classes.  For example, US equity indexes were down and fared better than developing market indices, but trailed the performance of emerging market […]
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August 1, 2022
July 2022 asset returns | Saffron Capital | Minneapolis
Published by Brad Horn on August 1, 2022
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July Returns and Asset Performance

Major Asset Classes July 2022 Performance Comparison Introduction July returns for the S&P 500 index were positive for the second month this year.  In fact, we saw the best returns seen since April 2020.  Gains were evident across all major asset classes, though results varied by index.  For example, US […]
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July 14, 2022
S&P 500 Earnings vs Returns 2Q.2022 | Saffron Capital | Minneapolis|
Published by Brad Horn on July 14, 2022
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S&P 500 Earnings Update – 2Q.2022

S&P 500 Earnings Update – 2Q.2022 Prelude to Earnings Season The second quarter earnings season ((2Q.2022) has just begun.  We share the latest  earnings forecasts for the S&P 500 index. Market Context Return Profile Prices and returns for the S&P 500 index are profiled at right.  In the second quarter, […]
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July 3, 2022
June 2022 asset returns | Saffron Capital | Minneapolis
Published by Brad Horn on July 3, 2022
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June Returns and Asset Performance

Major Asset Classes June 2022 Performance Comparison Introduction June returns for the S&P 500 index had one of the largest drawdowns in the last 10 years.   Red ink is evident across all major asset classes.  US equity indexes have now fallen 4 out of the first 6 months of […]
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June 3, 2022
May 2022 asset returns | Saffron Capital
Published by Brad Horn on June 3, 2022
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May Returns and Asset Performance

Major Asset Classes May 2022 Performance Comparison Introduction May returns benefited from ‘spike lows’ in several asset markets, setting the stage for relief rallies over the second half of the month.  Performance across US equity indexes was mixed with several sectors posting notable gains.  Developed markets also posted positive gains […]
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May 19, 2022
US Equity Average Returns | Saffron Capital
Published by Brad Horn on May 19, 2022
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The Bumpy Road to Average Returns

The Bumpy Road to Average Returns Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important to remember that performance in any given year may be sky-high, extremely poor, or somewhere in between.  For example: Annual returns came within two […]
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May 2, 2022
April asset returns | Saffron Capital
Published by Brad Horn on May 2, 2022
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April Returns and Asset Performance

Major Asset Classes April 2022 Performance Comparison Introduction April market volatility was notable.  Red ink swept across the monthly results for most asset classes, highlighting the need for active risk management and strategies for capital preservation.  Equity and bond markets were down world-wide with few exceptions.  Strength in the US […]
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April 19, 2022
Equity Returns as a Function of Size | Saffron Capital
Published by Brad Horn on April 19, 2022
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Returns of the Biggest Large Cap Stocks

Think Twice Before Chasing the Biggest Large Cap Stocks The return profiles of companies change as they grow to become large cap stocks.  This is especially true of the ten largest companies trading on the US stock market. Initially, the returns that pushed them into leadership positions were impressive. But […]
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