Alpha Semi-Annual Newsletters

From AI‑driven growth and global diversification trends to shifting Fed policy and opportunities in mid‑caps, energy, and fixed income, this report highlights

Attached as a PDF below is the December 2025 Student of the Market Piece. This piece is produced monthly by BlackRock to showcase significant trends in the

Attached as a PDF below is the November 2025 Student of the Market Piece. This piece is produced monthly by BlackRock to showcase significant trends in the

Attached as a PDF below is the October 2025 Student of the Market Piece. This piece is produced monthly by BlackRock to showcase significant trends in the

From AI-fueled rallies to tariff-driven volatility, the first half of 2025 delivered a dynamic market landscape. In our latest mid-year check-in, we break down

Attached as a PDF below is the July 2025 Student of the Market Piece. This piece is produced monthly by BlackRock to showcase significant trends in the market

Attached as a PDF below is the June 2025 Student of the Market Piece. This piece is produced monthly by BlackRock to showcase significant trends in the market

Attached as a PDF below is the May 2025 Student of the Market Piece. This piece is produced monthly by BlackRock to showcase significant trends in the market.

Market Capitalization

The total market capitalization of all United States equities peaked at $36.1 trillion on February 19, 2020.  Quickly afterwards and in

Worst Bond Market Returns

Behind 1994, 1984, and 1996, 2021 was the 4th worst start to a year for bonds.  On average, after these historical worst starts, the

Click on the PDF below to read our most current “Student of the Market” report. This piece focuses on the investment environment and our thoughts on managing

Click on the PDF below to read our most current “Student of the Market” report. This piece focuses on the investment environment and our thoughts on managing

1. ONE MONTH -

The S&P 500 lost 1.01% (total return) in January 2021.  Exactly one-third (33%) of the months over the last 30 years (the 360 months from 2/1991

 Attached as a PDF below is the January 2021 Student of the Market Piece.  This piece is produced monthly by BlackRock to showcase significant trends in the

It's an election year, which can mean many things for the stock market. Blackrock, Inc. dives into the historical numbers for what it means to your portfolio.