In: Opportunity Update | Mason Wev

Opportunity Update Commentary
3Q 2018 — Is the Economic Growth Cycle Too Slow and Steady to Become Imbalanced?
October 19, 2018

The third quarter was a positive one for U.S. equity investors, as a surging U.S. economy and labor market, in which…

Read More
Opportunity Update Commentary
2Q 2018 — Cyclical Bull Market Trends ­Continue, Despite Worries It Is Long in the Tooth
July 20, 2018

The second quarter of 2018 was much more quiet than the first, at least in U.S. markets. We began the quarter…

Read More
Opportunity Update Commentary
1Q 2018 — The First Quarter Was Back to Normal
April 18, 2018

The first quarter of 2018 proved a stark contrast to 2017’s steady and smooth ride up. To begin the year, markets…

Read More
Opportunity Update Commentary
4Q 2017 — Bears’ Fears Are Only Imagined
January 25, 2018

The Roman philosopher Seneca said that “We are often more frightened than hurt; and we suffer more from imagination than reality.”…

Read More
Opportunity Update Commentary
3Q 2017 — Markets Are Telling Bears: Resistance Is Futile
October 23, 2017

The third quarter of 2017 continued a slow grind higher for U.S. equity markets, while international markets continued to provide leadership…

Read More
Opportunity Update Commentary
2Q 2017 — It’s the Classic Slow Grind
July 20, 2017

News regarding the economy during the second quarter of 2017 was quiet, and that resulted in a classic slow grind higher…

Read More
Opportunity Update Commentary
3Q 2016 — A (Comparatively) Quiet Time for the Markets
October 19, 2016

Compared to the Brexit-related fireworks at the end of the second quarter, the third quarter was a quiet time for the…

Read More
Opportunity Update Commentary
2Q 2016 — Plenty of Fireworks
July 5, 2016

While all of that activity was volatile and dramatic, we did not see much change in underlying market trends, which can…

Read More
Opportunity Update Commentary
1Q 2016 — a Tale of Two Halves
April 22, 2016

Waterfall Decline Followed by Solid Rally The first quarter of 2016 was a tale of two halves, as the first half…

Read More
Opportunity Update Commentary
3Q 2015 — Relative Strength Trends ­Remain Stable in the Face of August Correction
October 15, 2015

The third quarter of 2015 finally brought a long-awaited and long-feared correction to the equity markets. By any measure, the correction…

Read More
Opportunity Update Commentary
2Q 2015 — U.S. Economy in a Slow, Steady Uptrend
July 21, 2015

Executive Summary U.S. Economy: U.S. equity markets continue a gentle upward trend, though the trend is now losing momentum. Greece and…

Read More
Opportunity Update Commentary
1Q 2015 — Will Europe and the Emerging Markets Drag Us Down?
April 24, 2015

Executive Summary U.S. Economy: Over time it has appeared that the stronger U.S. economy is indeed leading the rest of the…

Read More
Opportunity Update Commentary
4Q 2014 — Will the U.S. lead the world towards a recovery?
January 20, 2015

Executive Summary Summing Up 2014: The impressive performance of the S&P 500 Index and U.S. Treasuries overshadowed the fact that investing…

Read More
Opportunity Update Commentary
3Q 2014 — Narrowness of Market Predominates
October 20, 2014

Executive Summary Volatile Markets as Expected: Our best forecast for the markets’ path this year predicted a more volatile and turbulent…

Read More
Opportunity Update Commentary
2Q 2014 — Advances Across the Markets
July 22, 2014

Executive Summary The Bull Marches On: Although small caps and growth stocks have underperformed since their relative strength peaked in March,…

Read More

Subscribe to our Blog!

Register to get all the latest content via email.
Button_Subscribe