Southport Market Commentary

Global equity markets were mixed in May with the U.S. showing positive returns while overseas stocks were slightly down. Bond yields continue to bounce around as stronger economic data keeps the Fed on course to continue raising rates. My stance remains to stay away...

Volatility returned to the markets in February, ending a record for the longest time without at least a 5% decline. At the lowest point, US equity markets dropped just over 10% as margin calls, technical factors, and computerized trading resulted in an “unwinding” of...

Equity markets moved higher in January as corporate profits continued to post solid gains along with multiple benefits from the recently passed tax reform bill becoming obvious. Bond yields rose at a faster pace than we’ve seen in a while, causing a loss for the...