Market Commentary
December 2022 Market Commentary- Are We Set Up for a Mild Recession?
January is the #1 S&P 500 Index and Nasdaq best performing month in pre-election years. We are mindful that all Pre-Election years since 1949 have an average gain of 16.8%, the ones after a mid-term bear market like 2022 average...
Fourth Quarter Market Commentary and 2022 Wrap Up
Unless things change in the next few hours, 2022 will be one of the worst equity markets in recent history. As of December 27, the S&P 500 index (“S&P 500”) had fallen 18.02%. The last drop of this magnitude was in 2008. The...
This Rally is Not the Start of a Bull Market – Buck Klintworth on Money Life with Chuck Jaffe
Buck Klintworth, senior vice president at Chase Investment Counsel, shares on Money Life with Chuck Jaffe that he thinks that the overwhelming evidence in the market is that this week's rally is not the start of a new bull market, but...
Replay: Chase Investment Counsel 49th Annual Investor Conference
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...
Third Quarter 2022 Review and Market Commentary: Cruel September
Forget April, September has again proved itself to be the cruelest month of the year for investors. In the one just ended; the S&P 500 Index (‘S&P 500’) fell 9.2%. Other major indices acted in like manner. The main culprits of the...
August 2022 Market Commentary: Close to “Overbought” and Ripe for a Correction
The stock market’s rise since its bottom in June has been surprisingly strong and widespread. However, a number of technical indicators recently were beginning to indicate that stocks, especially the Nasdaq, were close to “overbought” and...
Mid-Year Review and Market Commentary July 2022
Forgive us our dentist friends but sometimes “bear” stock markets remind me of trips to the dentist. They are necessary, they are sometimes painful, and one is generally glad when they are over. Unlike dentist visits, bear markets...
June 2022 Market Commentary: It Could Have Been Worse
Contemplating the positives and negatives of the U.S. economy brings up the famous Dickens’ opening line: It was the best of times; it was the worst of times. We are now approaching the mid-point of what is proving to be a challenging...
April 2022 Market Commentary: Negative, Positive, and Technical Factors
Most investors seem aware of the numerous negative factors: restrictive monetary policy with several 0.50% interest rate increases by the Federal Reserve Board (FRB) starting next month, mortgage rates now up to 5.25% reducing the...