The 3rd quarter of the year is typically a volatile and negative period for the US stock market.  It certainly started that way, but September ended as possibly the best performing month of 2025.  Nasdaq, S&P and Dow all hit new highs. The market worked through uncertainty surrounding tariffs, trade tensions, regional conflicts, and interest.. read more →

There was no drop in the entertainment value presented during the second quarter. The first week of April saw the market take a big step backwards in the face of stiff new tariffs proposed by President Trump. Throw in military action by the US against Iran, the passage of the Big, Beautiful Bill and you.. read more →

There are moments in time when decades seem to happen in weeks.  That’s how it feels now as I sit to write this commentary.  The whipsawing of the markets over the past 3 months was smooth sailing compared to the first week of April.  The Oak Springs investing strategy was carried through the first quarter.. read more →

2024 was another great year for the Magnificent Seven stocks.  Apple, Microsoft, Alphabet, Amazon, Nvidida, Tesla and Meta Platforms had an outsized performance impact on the major US indices.  It was a repeat of the 2023 performance when the seven stocks accounted for 60% of the S&P performance.  The remaining 593 stocks in the S&P.. read more →

The 3rd quarter of 2024 was a positive one for most areas of the US stock market. The Dow and the S&P both hit new highs.  The Magnificent 7 stocks took a breather while the broader market participated in the upward market move.  The 3rd quarter saw the Federal Reserve pivot from rate hikes to.. read more →