Market Commentary

The first half of 2025 delivered two dramatically different quarters in the equity markets. A sharp downturn early in the year gave way to a powerful rebound, particularly among the “Magnificent 7” tech stocks. While headline indices...

You cannot make an omelet without breaking eggs. If you can afford them, that is. The quote above Is attributed to Robert Louis Stevenson. The meaning is obvious: accomplishing something worthwhile often causes some pain elsewhere. In...

As the year ends, investors reflect on past performance and plan for the future. In 2024, the standout winners were the "Mag 7" stocks and AI-related companies. Non-tech sectors, however, struggled, with only four of the S&P 500’s 11...

Buck Klintworth, senior vice president at Chase Investment Counsel, shares on Money Life with Chuck Jaffe his thoughts on the current bull market run, while sharing a bit of history for context. Click below to listen to the full episode...

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...

On August 5th, US equity markets faced a significant selloff, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average dropping by 3%, 3.4%, and 2.6% respectively. Key factors include the August 2nd jobs report, Japan’s...

Major U.S. equity markets continued their upward path in Q2 24, and the early part of Q3 as well. However, various other markets differed greatly in performance in the period, primarily due to size (small versus large), style (value...

Historically, the Dow Jones Industrial Average Index and S&P 500 Index (“S&P 500”) end their best six months at the end of April, the Nasdaq best eight months still run through June. Recently, many analysts recognize increasing...

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...