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...
April 2017 WhaleRock Newsletter

April 2017 WhaleRock Newsletter

  WhaleRock Point Partners, LLC  APRIL 2017 NEWSLETTER We often refer to the rotational tendencies of the market – where leading sectors falter, giving way to new leaders. These changes in leadership occur in both healthy and unhealthy markets, and provide...

Tesla Shares Slide After Broker Downgrade

The Tesla bear camp on Wall Street swelled on Monday after analysts at Goldman Sachs downgraded the stock, citing concerns over the execution of the carmaker’s Model 3 vehicle, the company’s recent acquisition of SolarCity and the company’s cash needs. Tesla shares...
Fashion no judge of form for junk bond ETFs

Fashion no judge of form for junk bond ETFs

Buoyed by rapid growth, junk bond exchange traded funds are one of the hottest tickets in town, however for some investors their actual performance has been less than compelling. Fixed income ETFs are the fastest-growing asset class in the swelling industry and have...
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...