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Market Commentary
June 2021 Market Commentary: Inflation, Corrections and Consumer Confidence
In May, consumer confidence and consumer sentiment both declined mostly due to inflation fears. Inflation is much higher than the government core figures and many companies have announced price increases and cost pressure on profit...
May 2021 Market Commentary: Strong Recoveries from the Covid-19 Recession
April marked a decent month for U.S. equities markets with most indices up and some up substantially. Three factors most probably lend to these results: recovery from the Covid-19 pandemic, the tremendous amount of stimulus money in the...
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...
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...
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...
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...
Combining Fundamental Analysis with Technical Factors to Determine Timing in Purchasing and Sales of Stocks
Clay Sefter began CICC’s 47th annual client conference by explaining the firm’s investment philosophy and stock selection process. Chase has always been a “bottom up” stock manager and lets its screening process determine the stocks to...
Investing Now for Next Year’s Potential
“Crisis or Recovery” was the subject of Chase Investment Counsel’s 47th investment conference, held via Zoom on November 18th, 2020. Presenters included Chase Investment Counsel portfolio managers Peter W. Tuz, Buck Klintworth, and Clay...
Replay: Chase Investment Counsel 47th Annual Investor Conference: Crisis or Recovery- What Does 2021 Hold for Us?
In a year where in-person gatherings have been limited or unwise, we elected to present our 47th Annual Investor Conference: Crisis or Recovery-What does 2021 Hold for Us? virtually. Pulling together this conference for clients,...