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by PETER W. TUZ, CFA, CFP® | Apr 3, 2024 | Market Commentary
Unless you’ve been living under a rock for the past three months, you probably are aware that U.S. equity markets were strong in 2024’s first quarter. The S&P 500 Index (“S&P 500”) rose 10.56% while the Dow Jones Industrials rose a more modest 6.14%. The first...by PETER W. TUZ, CFA, CFP® | Jan 11, 2024 | Market Commentary
“I get paid to be suspicious when I don’t have anything to be suspicious about.” That, in a nutshell, is a decent definition of what a good money manager does for his clients – be suspicious about the current environment and wonder if change is afoot. As everybody...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...