Economy

There's a lot of momentum behind the stock market at this point, and while we don't base our investment philosophies on a single factor like momentum, it can provide some valuable insights into the psychology behind the markets. The table below, courtesy of Ryan Detrick at Carson Group, shows that in the past, when the S&P 500 is up by 10% or more through the first 100 days of the year, the rest of the year has historically been (mostly) positive with a median "rest of year" return of 11%. Could 2026 be one of the only years to turn in a negative number from here on out? Of course it could. But for now, it seems like the music is still playing and there's a lot of people left on the dance floor.

What We're Reading
- You Won the Battle on Investment Fees. You’re Losing the War Against Taxes. - Jason Zweig
- What I Learned About Loss While Skateboarding at Costco - NY Times
Have a great weekend.
Dogwood Wealth Management