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...
May 2017 WhaleRock Newsletter

May 2017 WhaleRock Newsletter

The chart to the right measures the median stock’s correlation to the S&P 500. It attempts to gauge how much of a security’s movement is attributable to the “macro” wave. Not too long ago, it was a common complaint that stocks weren’t moving on their own merit, as...