Santa visits Wall Street
Hello everyone and welcome to the boodle blog! If this is your first visit to our blog, we are pleased to have you join us. If you are a returning member, we thank you for your membership. The boodle blog serves our clients by offering our financial insight on the economy and the stock market so that they can make informed decisions when it comes to investing their money in the equity & bond markets.
At boodle, we believe that the person best able to manage and grow your money is you, and we offer our 27 years of market experience and insight that you won’t find at any one source.
We have a lot of information to relay to you, so we are going to jump right in with market news and stats as we get ready to close out the year 2025 in grand fashion!
This year had a lot of twists and turns in the economy and the market and if you have been following boodle throughout 2025, your portfolio should have green arrows, up and down your holdings.
Let’s start with the changes that have occurred since the voting public elected Donald Trump to a second term of leadership at the helm of the country.
One of the first acts that Trump tackled was securing the southern border of the country and starting the process of vetting anyone who crossed that border and removing immigrants that were deemed dangerous. Whether or not people agreed with that policy, it was carried out and for better or worse the border breach has been sealed.
As controversial as that move might have seemed to some, perhaps the Trump tariff battles were even more controversial. By keeping his promise of imposing tariffs on the goods that are sold to Americans the tariffs made some items Americans purchase more expensive, which in theory reduced foreign goods consumption.
Here at boodle, we had a few clients contact us and complain that our strategy back in March and April wasn’t working because the tariff battle had taken a huge financial bite out of their portfolios, and these members questioned our strategy about being patient as the tariff strategy was deployed.
Now that we have some hindsight and are able to look back at that time of ferocious volatility, we can claim victory for our strategies that are designed to help you, our clients. As of today the market, as measured by the S&P 500 Index sits at 6849.09- just 0.82% from its previous all time high!
One of our clients contacted us and spoke directly with our founder and told him back in March or April that her portfolio was sitting with a loss of more than $60,000.00. She had misgivings about our informed strategy and she even questioned the very idea of staying fully invested, which had been our opinion for her.
We are pleased to say that she adhered to her strategy and her portfolio is not only back to before her downturn, but she is on her way to all-time portfolio highs! This is the power of boodle- to give you our opinion, based on our 27 year history and to go with the facts that we lay out to each of our members. This is how you grow your money here at boodle.
The year to date return on the market as measured by the S&P 500 is 16.45% and on the DOW the year to date return is 12.16% and it looks like the tech-heavy NASDAQ will win the crown with a stellar return of 21%. Of course we still have about 21 days of trading left in 2025, so you can expect these numbers to fluctuate a bit before all is said and done. The Federal Reserve is expected to weigh in sometime this month with a possible interest rate cut. Our view of the stock market for our investors may sound like a broken record, but it reflects our beliefs, continue to dollar-cost-average money into your brokerage account and stick to your own personal plan. We won’t be surprised to see a Santa Claus rally in the equity market before we close out 2025 with gains that are nicely above the historical norm of the stock market. With the S&P up over 16%, we think any more upside will be modest. The interest rate-cut that may come this month could possibly translate into an additional 1-2% advance. We will soon see. In the meantime, we’d like to wish all of our members and staff a very Merry Christmas and a prosperous New Year.