Garrett Nagle & Company

August 2023 Review – Looking Ahead

August chipped away at July’s gains despite the end of month rally. Small-cap stocks performed the worst. Most of the month witnessed a sell on the news mentality and profit taking. Money Market funds hit an all-time high of $5.58 trillion as $14.37 billion rotated in as U.S. Treasury yields retreated. 79% of S&P 500 …

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July 2023 Review – Looking Ahead

The markets in July continued the positive performance momentum and broadened out from the Technology sector. META (+11.02%) continued its price surge as did Nvidia (+10.46%) and Alphabet (+10.04%)…Amazon, Apple, and Tesla finished slightly positive…Microsoft (-1.36%) gave back some of its gains, and Netflix finished essentially flat for the month. Energy finished +6.76% for the …

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Quarterly Order Flow Ending Jun-30-23

Quarterly Order Flow Ending Jun-30-23 GARRETT NAGLE & CO., INC. – Held NMS Stocks and Options Order Routing Public Report Generated on Tue Jul 11 2023 11:07:47 GMT-4 EDT 2nd Quarter, 2023 April 2023 S&P 500 Stocks Summary Total Non-Directed Orders Non-Directed Orders as % of All Orders Total Market Orders Market Orders as % …

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First Half 2023 Review – Looking Ahead

The markets in May were mixed, with Technology reigning supreme. June didn’t see a reversal of fortunes but added to the positive momentum across most sectors. Apple (+49%) hit and closed at the $3 Trillion value mark. Nvidia (+189%), Microsoft (+42%) and Meta (+138%) continue to march higher on AI news and helped to deliver …

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May 2023 Review – Looking Ahead

The month of May was mixed for the market indices. The S&P500 and Russell 2000 ended essentially flat for the month. The DOW was down more than -3%. The NASDAQ was the star, driven by continued AI fever, and finished at almost +6% for the month. The last trading day saw some profit taking in …

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Quarterly Order Flow Ending Mar-31-23

Quarterly Order Flow Ending Mar-31-23 GARRETT NAGLE & CO., INC. – Held NMS Stocks and Options Order Routing Public Report Generated on Fri Apr 07 2023 08:57:56 GMT-4 EDT 1st Quarter, 2023 January 2023 S&P 500 Stocks Summary Total Non-Directed Orders Non-Directed Orders as % of All Orders Total Market Orders Market Orders as % …

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April 2023 Review – Looking Ahead

The shadow of the bank crisis appears to have lifted with JPMorgan Chase acquiring the assets and deposits of First Republic Bank, the 14th largest U.S. commercial bank. The DOW and S&P500 closed out April with gains, while the NASDAQ finished flat. The small-cap Russell 2000 lost 1.9%. Big Tech has been the market driver. …

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First Quarter 2023 Review – Looking Ahead

The opening quarter of 2023 was bifurcated. January was optimistic. That melted away due to the banking crisis and distress in the system. Energy declining escalated the trouble as Technology rebounded from 2022 vigorously. The banks mounted an anxious pall over investor sentiment. March ended with a positive note. The market action shifted markedly, reversing major losses from last year. The month end market move was encouraging, …

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Silicon Valley Bank Fail

A short time ago Jamie Dimon, the CEO of JPMorgan Chase, reported the message that a “financial hurricane was possible.” He was quickly reprimanded in the press for fear mongering. This past week Silicon Valley Bank, a large California banking enterprise with a national footprint (16th largest in the country), announced they’re closing down. Silicon’s …

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February 2023 Review – Looking Ahead

March 6, 2023 February 2023 Review – Looking Ahead February reversed the optimism that prevailed in January’s market results. The economy was still resilient with retail sales +3%, despite an increase in inflation. The consumer evidenced ample savings and a willingness to spend. Another market shift witnessed more money movement towards U.S. Treasuries and out …

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Founded in 1976, Garrett Nagle & Company is a boutique investment management firm specializing in managing portfolios for high net worth individuals and institutions. Based in Woburn, Massachusetts, our portfolios are separately managed and customized according to each client’s individual risk tolerance and return objectives. The firm is a Registered Investment Advisor with the SEC.

Founded in 1976, Garrett Nagle & Company is a boutique investment management firm specializing in managing portfolios for high net worth individuals and institutions.

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