Banach Wealth Management Aug. 31, 2008

August Month End 2008 Markets Review
Market Churns; Long Shallow Recession
Key Points
  • Year to Date 2008 Total Returns
    S&P 500 (1282) -11%
    US 10 Yr Bond (3.85%) +3%
    NASDAQ (2367) -11%
    Foreign (EAFE) Stocks -19%
  • 2008 US GDP expected growth = 1%
  • No 2008 earnings growth expected
  • Negative 2008 portfolio returns likely

Link to full version BWM Letter

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