Commentary

Market Volatility Spikes Following Year of Tranquility

Sunday, Apr 01, 2018 by: dandkllcposted in: newsletters

At the conclusion of last quarter’s newsletter we left you with the statement, “At some point we will experience greater market volatility than we had the benefit of avoiding in 2017.” Unfortunately, the statement rang

Points Decline Perspective

Thursday, Feb 08, 2018 by: dandkllcposted in: stocks and investments

The financial media quickly reminded us on Monday February 5, 2018 that the Dow Jones Industrial average endured its largest point decline ever. However, that was with a Dow around 26,000 points, which compares to

10 Year & 2 Year US Treasury Yields

Monday, Jan 22, 2018 by: dandkllcposted in: stocks and investments

At Darrell & King we watch a number of market statistics and quantitative indicators. One measurement we track is the 10 Year US Treasury Yield minus the Two Year US Treasury Yield. As you see

Major Indices Push Higher in 2017 but Could See More

Sunday, Dec 31, 2017 by: dandkllcposted in: newsletters, stocks and investments

At this time last year we wrote to you regarding the volatility experienced in the US stock markets during 2016. We cannot say the same about 2017. Though we do not expect you to be

Where are We? Our 4Q Newsletter.

Wednesday, Dec 06, 2017 by: dandkllcposted in: newsletters

As the S&P 500’s bull market carries on, we tend to field more questions along the lines of, “have we reached a top?” The questions typically stem from geopolitical concerns, economic growth concerns, valuation concerns,

Where Did All The Jalopies Go?

Friday, Oct 13, 2017 by: dandkllcposted in: outlier data

You have likely noticed that some of the subject matter that we like to try to understand and potentially reflect in our investment portfolio includes what we would call outlier data. This includes data that

S&P 500 Performance During 2009

Saturday, Aug 26, 2017 by: dandkllcposted in: stocks and investments

We will frequently quote and reference some of the great research that comes out of our long-term primary client funds custodian, Charles Schwab & Co., Inc. We often receive the question whether someone should be

Passive Investing Industry Supported By Massive S&P 500 Outperformance

Monday, Jul 31, 2017 by: dandkllcposted in: stocks and investments

Frequently the commentary on our website will analyze the musings of various investment luminaries. Recently, Howard Marks, co-founder of Oaktree Capital Management, penned a memo, which gained attention on a number of investment websites and

Millennial Home Buying Starting To Pick Up

Wednesday, Jul 05, 2017 by: dandkllcposted in: demographics

The D&K Blog will touch frequently on cycles and the nature of all manner of things flowing up and down. We have researched and written extensively on Millennial Generation trends. It seems as though Millennials