The Best Of See It Market – January 2015

asset class performance_long bonds_ january 2015The markets were a little cranky to start 2015, as stocks headed lower during each of the first three trading days. There are all sorts of studies on January market performance, but I found Chris Kimble’s piece on the lack of a santa rally particularly interesting. The poor showing into the last week of December and first week of January definitely set the tone for a choppy month.

But there was so much more going on around the world: The Crude Oil collapse, an embattled Russia, European elections and discontent, a falling Euro, ECB QE, etc… You get the point. It was a busy month. So what did investors do? In short, they scooped up some Gold and Bonds and remained uncertain about US stocks. Gold is still a question mark here with concerns about a slowing economy and debates over inflation deflation, while bonds have continued to do well (a carryover theme from 2014).

But that only scratches the surface. I hope you will take a few moments to review some of our best research posts from the month of January in our latest installment of The Best of See It Market. This is your chance to check in on our work – please feel free to provide feedback/comments any time. We greatly appreciate your readership.


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Look for another installment of “The Best of See It Market” next month. Thanks for reading.

Twitter:  @seeitmarket