by Wellvest | Aug 7, 2025 | Public Company INDEX
HIGHLIGHTSThe not so faint rumbling of the proverbial “animal spirits” grew from a whisper to that of a lively party in the month of July. Meme stocks, short squeezes, crypto bulls and heavy buying of select tech names pushed the S&P500 to a 7.78% YTD gain up from...
by Wellvest | Jul 9, 2025 | Public Company INDEX
A CONFUSED SEA STATE Mariners, merchant marines and experienced amateur sailors alike, loath the dreaded “confused sea state”. Which refers to a chaotic ocean surface where waves come from multiple directions, often with varying heights and periods. This results in a...
by Wellvest | Jun 5, 2025 | Blog, News
December 17, 2024 “FIRST THEY IGNORE YOU, THEN THEY LAUGH AT YOU, THEN THEY FIGHT YOU, THEN YOU WIN.” – MAHATMA GANDHI IN THE SPOTLIGHT The “Make America Healthy Again” (MAHA) platform and message played a meaningful role in the recent Presidential...
by Wellvest | Jun 3, 2025 | Public Company INDEX
HIGHLIGHTS Mr. Market continued the impressive rally from late April. The S&P500 finished the month of May up 6.15% for the month and positive 0.51% YTD, excluding dividends. The last time we got a monthly pop this big was back in the early 1990’s. The Wellvest...
by Wellvest | May 2, 2025 | Public Company INDEX
HIGHLIGHTS Since the bottom put in on April 21st, the S&P500 has rebounded from a YTD -12.30 to a YTD -5.31 as of April 30, 2025. An impressive rally after what felt like a near death experience given the massive jump in yields at the time. While not as volatile,...
