Current Market Review

Watch our video on the market performance for the week of January 24th.

  • WEBVTT

    1

    00:00:00.405 --> 00:00:02.065

    Hey everyone, and welcome to the buy the numbers

    2

    00:00:02.165 --> 00:00:04.065

    for the week of January 24th.

    3

    00:00:04.975 --> 00:00:06.825

    It's been a cold couple weeks in Michigan.

    4

    00:00:06.965 --> 00:00:09.185

    The only thing colder has been the market performance.

    5

    00:00:09.205 --> 00:00:11.345

    So with that, I thought we'd talk about it a little bit.

    6

    00:00:12.175 --> 00:00:15.265

    What you see in front of you is, uh, from our friends at MFS

    7

    00:00:15.845 --> 00:00:18.105

    and it shows, uh, about the last 10

    8

    00:00:18.105 --> 00:00:22.705

    or so, um, market declines from the 1930s

    9

    00:00:23.005 --> 00:00:24.185

    to 2020.

    10

    00:00:24.805 --> 00:00:26.465

    And one of the things I always like to point out,

    11

    00:00:26.685 --> 00:00:29.025

    it always feels worse when you're right in the middle of it.

    12

    00:00:29.025 --> 00:00:31.585

    Now, the markets roughly through today, the s

    13

    00:00:31.585 --> 00:00:34.425

    and p specifically is down about 9.5% year to date,

    14

    00:00:34.635 --> 00:00:36.185

    which is actually quite common.

    15

    00:00:36.805 --> 00:00:38.945

    Um, you know, a market drop of 10%

    16

    00:00:38.945 --> 00:00:41.465

    or more typically happens up to twice a year.

    17

    00:00:41.525 --> 00:00:42.865

    We were very fortunate last year,

    18

    00:00:42.865 --> 00:00:44.065

    it was pretty much just straight up.

    19

    00:00:44.095 --> 00:00:47.945

    This is a very regular common cleansing occurrence.

    20

    00:00:48.445 --> 00:00:49.625

    Now, when you look further at this,

    21

    00:00:49.865 --> 00:00:51.345

    although it's scary when you're in the middle of it,

    22

    00:00:51.345 --> 00:00:53.985

    if we go back to the.com bubble, for example,

    23

    00:00:54.525 --> 00:00:56.065

    it took 39 months to hit.

    24

    00:00:56.265 --> 00:00:59.085

    Bottom, bottom was a 49% drop.

    25

    00:00:59.385 --> 00:01:02.405

    But the one year filing, the markets were up 34%.

    26

    00:01:02.945 --> 00:01:05.125

    The five year return was a hundred percent,

    27

    00:01:05.705 --> 00:01:08.685

    and the 10 year return wasn't, was, you know, 86%.

    28

    00:01:09.465 --> 00:01:13.005

    Uh, the global crisis, as everybody remembers, 2008,

    29

    00:01:13.005 --> 00:01:14.125

    those were three of the worst years.

    30

    00:01:14.285 --> 00:01:18.485

    I remember 57% drop took 17 months to get there.

    31

    00:01:18.505 --> 00:01:19.965

    So it was pretty fast and furious.

    32

    00:01:20.825 --> 00:01:23.285

    One year later, 70% return,

    33

    00:01:24.515 --> 00:01:26.975

    five years later, 10 years later.

    34

    00:01:27.435 --> 00:01:29.735

    So three really strong years followed that.

    35

    00:01:30.155 --> 00:01:33.495

    Of course, we had the, uh, COVID crisis, we'll call it,

    36

    00:01:33.795 --> 00:01:34.935

    of 2020.

    37

    00:01:35.245 --> 00:01:39.055

    That was very fast, about a month to drop, 34%.

    38

    00:01:39.055 --> 00:01:41.695

    That was the trial. And then we've been on a recovery since,

    39

    00:01:41.755 --> 00:01:44.175

    uh, last year was a, was a fantastic year,

    40

    00:01:44.195 --> 00:01:46.495

    but from, you know, that march to march, um,

    41

    00:01:46.765 --> 00:01:47.855

    very significant return.

    42

    00:01:48.635 --> 00:01:50.935

    So I say that just as a reminder, you know,

    43

    00:01:50.935 --> 00:01:52.535

    these are not uncommon events.

    44

    00:01:52.865 --> 00:01:54.615

    These are common normal cleansing,

    45

    00:01:55.075 --> 00:01:57.135

    and the only ones who, uh,

    46

    00:01:57.435 --> 00:01:59.575

    get hurt when they're on the rollercoaster are the

    47

    00:01:59.575 --> 00:02:00.615

    ones who try to get off early.

    48

    00:02:00.835 --> 00:02:01.975

    If you stay on the rollercoaster,

    49

    00:02:02.035 --> 00:02:03.695

    it ultimately brings you back to the spot.

    50

    00:02:04.235 --> 00:02:05.375

    So keep that in mind.

    51

    00:02:05.545 --> 00:02:08.215

    We're here to answer any questions that you have, um,

    52

    00:02:08.355 --> 00:02:10.535

    but might not be a bad idea to turn off the news

    53

    00:02:10.915 --> 00:02:14.175

    and just go about your business and not worry so much.

    54

    00:02:14.955 --> 00:02:16.575

    As always, thanks for watching.

    55

    00:02:16.625 --> 00:02:18.255

    Appreciate your business and trust

    56

    00:02:18.515 --> 00:02:19.775

    and look forward to hearing from you.

Previous
Previous

Recession Monitor Discussion