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Rutherford Investment Management, LLC
Newsletter: 4th Quarter 2007
Volatility returned to the markets in 2007. We have seen strong stock market gains between 2003 and 2006, with relatively low market volatility. But 2007 saw wide swings in market averages. The recent bull market has been fueled by an average 17% increase in earnings… Download Newsletter
Rutherford Investment Management, LLC
Newsletter: 2nd Quarter 2007
Proving that crime pays, Paris Hilton was recently released from jail after serving a truncated sentence because of time off for good behavior (a first!). Well coiffed and turned out, she left the jail house, doing a reverse perp walk, into the arms of her family and publicists who delivered her to Larry King and other shows reportedly for cash. But you can’t blame Paris because she was in jail when all this happened. And you can’t blame Paris for the sub prime mortgage lending woes that have bedeviled the markets… Download Newsletter
Rutherford Investment Management, LLC
Newsletter: 3rd Quarter 2007
The third quarter of 2007 saw volatility return to the markets. Since the crash of 2000-2001, the
markets had returned to a period of more normal volatility with the VIX (Volatility Index) in the
ten to sixteen range. With the onset of the sub prime lending problems and the almost complete
disruption of the credit markets, the volatility index rose over 30, to levels not seen in five years, and stocks suffered…. Download Newsletter
Rutherford Investment Management, LLC
Newsletter: 1st Quarter 2007
As the Fed battles inflation and a slowing economy, the threat of stagflation raises its head.
Stagflation is not a word that has been in wide use lately, but it refers to that time in the 1970s
when the economy suffered from inflation and a slowing economy at the same time. It was a
very uncomfortable time as workers at every level saw their purchasing powers erode and lost
their jobs because of a poor economy… Download Newsletter
Rutherford Investment Management, LLC
Newsletter: 4th Quarter 2006
In my earlier letters, I have expressed concern about the slowing economy, inverted yield curve, weakening capital spending and housing market. In the middle of the year, we had a sharp drop in the market owing to a sudden lack of confidence in the Federal Reserve, and a war in the Middle East. Markets dropped sharply, clients expressed concern… Download Newsletter
Rutherford Investment Management, LLC
Newsletter: 3rd Quarter 2006
Tuesday, October 3, 2006, after many attempts, the Dow Jones Industrial average broke out to its
all time high. While the thirty stocks of the Dow made a statement, the S&P and NASDAQ lag.
To understand this dichotomy of a record high Dow, and a lagging S&P and NASDAQ, we need
to go back a few years… Download Newsletter
Rutherford Investment Management, LLC
Newsletter: 2nd Quarter 2006
At the end of January, 2006 our portfolios were up nicely and I commented offhandedly that we should probably take what we had and call it a year, because I didn’t think we would do any better for the year than we had already done. Indeed, the market continued to reward us up to May 10, 2006. Those of you who read my quarterly letters know that I have been warning of the headwinds caused by rising commodity prices, the falling dollar, the Federal Reserve interest rate increases and tightening of the money supply, serious budgetary deficits and geo-political/terrorist events… Download Newsletter
Rutherford Investment Management, LLC
Newsletter: 1st Quarter 2006
The first quarter of 2006 turned out to be full of surprises. As the year ended we saw rising interest rates, and oil prices. Inflation appeared on the horizon. We did not expect much for the market. The result was much better than anticipated. The S&P 500 index was up 4.2% for the quarter nearly matching its total return for the previous year. It was the best first quarter of the year since 1999… Download Newsletter
Rutherford Investment Management, LLC
Newsletter: 4th Quarter 2005
In conversations with clients at the beginning of this year, I said that I thought this year (2005) would be a difficult year for the markets; if the markets were up 3-5% we could count that as a win. Actually, for the year, the Dow was up 1.72% the S&P up 4.91%, and the NASDAQ up 1.37%. Fortunately we did better… Download Newsletter
Rutherford Investment Management, LLC
Newsletter: 3rd Quarter 2005
At the start of this year I advised clients that I did not think this would be a very good year for the markets. That prophecy has proven correct with the S&P up only 2.8% YTD and the Dow and NASDAQ both down for the year… Download Newsletter