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...
Bank Earnings: How plummeting yields will drag them down

Bank Earnings: How plummeting yields will drag them down

As second-quarter bank earnings season gets under way this week, the big question isn’t whether firms will miss or beat expectations. Rather, after the UK’s vote to leave the European Union, it is whether bank stocks will be dead in the water for another year or...