Spring 2019 WhaleRock Newsletter

After 2018 proved to be the worst year for domestic stocks since 2008, the domestic equity markets offered the strongest first quarter returns since 1998. The S&P 500 Index was up 13.7%, the Dow Jones Industrial was up 11.8%, and the Nasdaq Composite Index was up...

Winter 2019 WhaleRock Newsletter

The Dow Jones Industrial Average and the S&P 500 Index posted the lowest returns for the month of December in their respective indices since 1931, with the Dow Jones down 8.6% and the S&P 500 9.0% in the final month alone. Broad weakness in equities in the...

Fall 2018 WhaleRock Newsletter

The third quarter of 2018 proved to be exceptionally strong for domestic equity markets, with the S&P 500 Index posting a 7.7% gain for the quarter. The Dow Jones Industrial Average and Nasdaq Composite also fared quite well, with 9.6% and 7.4% gains,...

Summer 2018 WhaleRock Newsletter

Investors in the first half of 2018 have experience a resurgence of volatility in the financial markets. After a historically calm 2017, which offered some of the lowest volatility ever in the financial markets and twelve consecutive months of appreciation in the...