Our President David Edwards reviews the year 2017. He discusses the new tax regime and how it affects investors. He also discusses the latest developments in bitcoin.
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US stocks peaked at a record high on May 21st, 2013, gaining 18% YTD. Our forecast for the whole year was 8%, so either we were grossly wrong or the markets got ahead of themselves.
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What to make of the last three months? Stocks hit a peak for the year on April 23rd with a YTD gain of 9.8%. Over the next 10 weeks, stocks fell 15.6%.
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The S&P 500 rallied 73.2% from the March 9th, 2008 low through the recent peak and declined 6.9% since January 19th. This is a normal correction and similar to the 7% decline we saw last June 15th-July 10th.
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