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,...
by Wellvest | May 2, 2025 | Public Company INDEX
TARIFFS IMPACT INCONSISTENT ACCROSS HEALTH AND WELLNESS SECTOR President Trump’s tariff announcement on Wednesday April 2, 2025, shocked financial markets driving down stocks across the board by more than 10% over two trading days. The Wellvest H&W Index was...
