Posts Archive
Market Commentary
Replay of our Live Update
Please click here to access a replay of our live update from April 8th, 2020
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Replay of our Coffee Chat
To access a replay of our Live Update and Q&A please click here.
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Replay of our Market Update
If you missed our Live market update and Q&A you can watch the replay by clicking here.
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Market Update – Covid-19 Coronavirus Scare
By Brian Johnson, Viridian Chief Investment Officer and Shareholder February 28, 2020 Summary: Due to fears related to the COVID-19 coronavirus, stock markets have experienced a rapid sell-off in the last six days that is nearly unprecedented. Though we don’t want to downplay the seriousness of a potential pandemic, history demonstrates that declines caused by…
Read More Fourth Quarter Market Commentary
Fourth Quarter 2019 Market Commentary By Brian Johnson, Viridian Chief Investment Officer and Shareholder January 26, 2019 Summary: The fourth quarter of 2019 saw most stock markets move meaningfully higher, while bonds took a breather after earlier advances. The fourth quarter of 2019 was overwhelmingly positive for major equity (stock) indices. Domestically, the S&P 500…
Read More October 2019 Viridian Market Update
By Brian Johnson, Chief Investment Officer and Shareholder. Summary: Though returns are strong year-to-date, stocks are hardly in a screaming bull market. In fact, bonds have actually outperformed most stock indices over the past year. The third quarter of 2019 saw a mixed performance among major equity (stock) indices. Domestically, the Dow Jones Industrial Average…
Read More Q3 Viridian Market Commentary
Written July 24, 2019 by Brian Johnson, Chief Investment Officer and Shareholder. Summary: Returns have been stellar through the first half of 2019. We’re looking to take advantage of pullbacks. It has been an incredible first half of 2019. The Dow Jones Industrial Average (“Dow”) just experienced its best June since 1938, while the S&P…
Read More May 2019 Viridian Market Update
By Brian Johnson, Viridian Chief Investment Officer and Shareholder Market Commentary May 22, 2019 Summary: Considerably more money has been flowing into bonds recently than into global equity (stock) markets. That, plus continuing trade war escalation and some borderline indicators, are keeping us underweight equities in our Viridian Conservative and Viridian Balanced model portfolios. Although…
Read More April 2019 Viridian Market Update
Written by Brian Johnson, Chief Investment Officer and Viridian Shareholder. Summary: Q1 was a great quarter. We will likely continue to use market pullbacks to increase equity allocations. When we first reduced our equity allocations in July of 2018—from “overweight” stocks (where we had been since April of 2016) to a “neutral” stance—we did so…
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June 2020 Market Commentary
By Brian Johnson, Viridian Chief Investment Officer and Shareholder June 1st, 2020 Summary: Markets appear to be decoupled from the economic realities that we face. The bear market in the Dow from February 12th to March 23rd, 2020 was swift and sharp, but appears to be over for the time being. The month of May…
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