April 2021 Market Commentary: What a Difference a Year Makes
April 2021 Market Commentary Peter W. Tuz, CFA, CFP® President & Portfolio Manager A year ago, the first quarter ended with the S&P 500 down 20%. We were just beginning a Covid-19 lockdown and economies around the world were in various stages of shut-down....
February 2021 Market Commentary: Lower Covid Numbers and Pent Up Consumer Demand
FEBRUARY 2021 MARKET COMMENTARY DERWOOD S. CHASE, JR FOUNDER AND CHAIRMAN EMERITUS Every negative January (Stock Trader’s Almanac) since 1950 has been followed by at least a 10% correction or a flat year. February has historically been a weak month, but after an...
2021 Equity Market Focus: The January Short Squeeze and 2021 Market Outlook
JANUARY 2021 REVIEW & COMMENTARY PETER W. TUZ, CFA, CFP® PRESIDENT & PORTFOLIO MANAGER After starting strong and rising 2.5% in three weeks, the S&P 500® index ended January with a thud due to one of the most unusual events in modern equity market history...
2021 Equity Market Focus: Q&A with Peter Tuz, President and Portfolio Manager Chase Investment Counsel
President and Portfolio Manager, Peter Tuz responds to equity market focused questions related to 2021, recovery and outlook. Peter reviews the impact of low interest rates, which sectors of equity markets did well/bad in 2020, and proposes a potential investment...
