Hedge funds have been all over the place, along with the markets, through the first part of this year. The average hedge fund held its own (more than we can say for the S&P 500) but some did really well. Is there anything we can say about the strategies that worked, and what might we learn about future positioning from what we've seen thus far?

The S&P 500 climbed for the 3rd week in a row, gaining +1.8%, led by the consumer discretionary and real estate sectors, both up by more tha

The S&P 500 gained +1.6% and is now up +9% YTD. The NASDAQ is clawing back from 2022 loses, with a +20% gain so far this year.

The S&P 500 declined for the 2nd week in a row, easing -20 bps.

The Fed's still at it but fatigue is setting in. The FOMC hiked by 25 bps. Markets didn't react strongly, although the S&P eased by -0.8%.

S&P 500 was up almost +1% for the week. It's +1.5% in April and +8.6% YTD. Q1 GDP was up +1.1% vs. expectations of +2% figure.

We're in crunch time for earnings season, and it's not all bad. The S&P 500 eased -0.1% last week despite many companies beating estimates.

Aside from JPM holders, last week didn’t thrill most investors; the S&P 500 gained +0.8%; it’s up +7.8% for the year.

March retail sales, import prices, and April consumer sentiment weigh against the an S&P at 18X forward earnings; equity bulls are hiding.

Stocks finished strongly last week, with the S&P 500 up +3.5%; every sector gained. The index added +7% in the first quarter.

This week we are watching for consumer confidence, pending US home sales, Q4 GDP, and Personal Consumption Expenditures data on Friday.

The S&P 500 dropped -4.5% last week as SIVB’s Silicon Valley Bank’s precipitous failure rocked the global banking sector.

The S&P 500 had its first up week in a while, up 1.9%. Markets were heartened by good services sector data and moderate Fed comments.

The S&P 500 closed -2.7% lower for the week. Analysts expect at least 75 bps higher in Fed Funds. Higher rates pressure valuations.

The S&P 500 index fell -0.3% last week amid worries that further monetary tightening might be needed to keep inflation in check...