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Market Commentary
January 2024 Market Commentary: Is Change Afoot?
“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...
November 2023 Market Commentary: A November to Remember
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...
Replay: Chase Investment Counsel 50th 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...
August 2023 Market Commentary: Healthier Outlook but Seems Overbought Short Term
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...
July 2023 Market Commentary: The Magnificent Seven
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...
May 2023 Market Commentary: Earnings Season Always Bring Surprises
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...
March 2023 Market Commentary: Uncertainty Continues
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...
February Market Commentary and Review: Risk On!
I can’t think of any two words that better describe equity markets in the U.S. so far this year. After big losses in both stocks and bonds last year, optimists hoped we would soon see markets recover as both inflation and interest rate...
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...
