In: Opportunity Update | Mason Wev

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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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,…

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