I wrote posts in January and March sharing my thoughts on market conditions so far in 2025. Early in the year, markets shifted rapidly from general concern to a state of considerable fear, with a corresponding sell-off in U.S. stocks, as the Trump administration has worked through its tariff policies. As the rhetoric has settled … Continue reading U.S. Market Outlook From Late June of 2025
Tag: finance
Processing Market Volatility in Early 2025
As of March 13th, the S&P 500 is around 10% below its recent high and the NASDAQ index is about 13% below its high. Market volatility has risen dramatically, too. The broad decline and higher volatility are, of course, driven by concerns about how President Trump's tariffs will impact both the domestic and international economies. … Continue reading Processing Market Volatility in Early 2025
Investing Observations From 2024 And Implications For 2025
At the end of most years, I look back and note a range of unexpected financial events, and 2024 is no exception. This post provides an overview and an attempt to draw some actionable conclusions. Asset Class Performance Amidst enormous geopolitical turmoil, the U.S. stock market continued to deliver large gains. The S&P 500 returned … Continue reading Investing Observations From 2024 And Implications For 2025
A few lessons from my 20 years in finance
As of the start of 2019, it has been twenty years since I left NASA and started to work in finance. My first job in the private sector was in the emerging field of weather derivatives for a major energy trading firm. This was the era of energy trading that is most often associated with … Continue reading A few lessons from my 20 years in finance
Geoff Considine on Finance and Economics 