Doll's Deliberations - Weekly Investment Commentary


Stocks rose last week (S&P 500 +4.7%) after falling to a 2.5 year low the week before. The increase was attributable to technical and sentiment reasons, but also Q3 earnings reports coming in less bad than feared. Best sectors were energy (+8.1%), technology (+6.5%), and materials (+6.2%); worst sectors were utilities (+2.0%), consumer staples (+2.2%), and healthcare (+2.3%).