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by PETER W. TUZ, CFA, CFP® | Dec 11, 2023 | Market Commentary
To say markets sprang to life in November is an understatement. Basically many indicies had returns last month that would be decent in most full years. The strong markets in November were accompanied by impressive performance in most sectors making up the S&P 500....by JENNIFER L. KING, IACCP® | Oct 19, 2023 | Market Commentary
Chase Investment Counsel’s Annual Investor Conference is an opportunity to learn more about the stock market, economy, and the impact of both on an investment process which utilizes bottom up stock selection. This year’s hybrid event featured Randy Watts, Senior...by DERWOOD S. CHASE, JR. | Jul 28, 2023 | Market Commentary
The current market recovery was primarily limited to large cap tech stocks with 90% of the S&P 500 gain attributable to the “Magnificent Seven.” Finally, in the last six weeks mid and smaller cap stocks have also participated and last week the Dow Industrials and...by PETER W. TUZ, CFA, CFP® | Jul 13, 2023 | Market Commentary
Almost every bull market has a phrase attached to it calling out the stocks that are leading that market. In the 1970s it was the “nifty-fifty,” in the late 1990s it was the “dot.com era.” This year we have what many have called the “Magnificent Seven.” The...by phaedra | Jun 7, 2023 | Market Commentary
Most academics and market professionals would agree stock markets are “efficient.” In easy-to-understand terms, most companies, especially bigger ones, are so well-followed by analysts that virtually everything worth knowing about them is known. So, the current stock...by DERWOOD S. CHASE, JR. | Mar 29, 2023 | Market Commentary
Since WWII, the third year of the four-year presidential cycle has been the best for the stock market. However, there are a number of troublesome factors that concern me. While consumer spending has been quite resilient, as InvesTech Research notes over 23 million...