Personal Investor

Market Recap Week Ended July 21st

July 23, 2023

Mixed results With earnings season well under way, the Dow and the S&P 500 posted their second weekly gains in a row while the NASDAQ finished slightly lower. Through Friday—and the second week of earnings season—the proportion of S&P 500 companies that had beaten analysts’ quarterly net income expectations stood at 75%, according to FactSet.

Markets Now

Personal Investor

July 20, 2023

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

“Know what you own, and know why you own it.” — Peter Lynch

Personal Investor

July 20, 2023

Lynch emphasizes the importance of understanding the companies or assets you invest in and having a clear rationale for owning them.

Visualizing 90 Years of Stock and Bond Portfolio Performance¬

Personal Investor

July 20, 2023

Last year, stock and bond returns tumbled after the Federal Reserve hiked interest rates at the fastest speed in 40 years. It was the first time in decades that both asset classes posted negative annual investment returns in tandem.