In: Opportunity Update | Mason Wev
2Q 2020— COVID-19 Feeds Dislocations Between Winners and Losers
July 22, 2020Investors’ burgeoning hope and subsequent buying frenzies led to a massive 20% rebound in the S&P 500 and other risk assets…
Read More1Q 2020— Quick, Dramatic Pain, but Long-Term Opportunity
April 23, 2020When we look at the title of our fourth quarter commentary, “2020 Should Be Highlighted By Stable Fed Policy & Election-Driven…
Read More4Q 2019— 2020 Should Be Highlighted by Stable Fed Policy & Election-Driven Opportunities
January 15, 2020While 2018 featured rising interest rates and losses among virtually all major asset classes, 2019 was the polar opposite. Both stocks…
Read More3Q 2019— What Recession Worries? Stocks Enjoy Their Best First Three Quarters Since 1997
October 23, 20192019 has been a year of turbulent headlines for the markets, with the U.S./China trade war switching between hot and cold….
Read More1Q 2019— Snapback Rally on Powell Pivot and Inverted Yield Curve Bookend Volatile Quarter
April 16, 2019After a brief but stunning fourth quarter 2018 decline, markets staged a fierce comeback in the first quarter. It all started…
Read More4Q 2018 — Fourth Quarter Lows Likely to be Retested, but Long-Term Valuation Picture Improved
January 28, 2019The fourth quarter of 2018 began on a positive note, but few knew what turbulence was to come. Markets reached new…
Read More3Q 2018 — Is the Economic Growth Cycle Too Slow and Steady to Become Imbalanced?
October 19, 2018The third quarter was a positive one for U.S. equity investors, as a surging U.S. economy and labor market, in which…
Read More2Q 2018 — Cyclical Bull Market Trends Continue, Despite Worries It Is Long in the Tooth
July 20, 2018The second quarter of 2018 was much more quiet than the first, at least in U.S. markets. We began the quarter…
Read More1Q 2018 — The First Quarter Was Back to Normal
April 18, 2018The first quarter of 2018 proved a stark contrast to 2017’s steady and smooth ride up. To begin the year, markets…
Read More4Q 2017 — Bears’ Fears Are Only Imagined
January 25, 2018The Roman philosopher Seneca said that “We are often more frightened than hurt; and we suffer more from imagination than reality.”…
Read More3Q 2017 — Markets Are Telling Bears: Resistance Is Futile
October 23, 2017The third quarter of 2017 continued a slow grind higher for U.S. equity markets, while international markets continued to provide leadership…
Read More2Q 2017 — It’s the Classic Slow Grind
July 20, 2017News regarding the economy during the second quarter of 2017 was quiet, and that resulted in a classic slow grind higher…
Read More3Q 2016 — A (Comparatively) Quiet Time for the Markets
October 19, 2016Compared to the Brexit-related fireworks at the end of the second quarter, the third quarter was a quiet time for the…
Read More2Q 2016 — Plenty of Fireworks
July 5, 2016While all of that activity was volatile and dramatic, we did not see much change in underlying market trends, which can…
Read More1Q 2016 — a Tale of Two Halves
April 22, 2016Waterfall Decline Followed by Solid Rally The first quarter of 2016 was a tale of two halves, as the first half…
Read More3Q 2015 — Relative Strength Trends Remain Stable in the Face of August Correction
October 15, 2015The third quarter of 2015 finally brought a long-awaited and long-feared correction to the equity markets. By any measure, the correction…
Read More2Q 2015 — U.S. Economy in a Slow, Steady Uptrend
July 21, 2015Executive Summary U.S. Economy: U.S. equity markets continue a gentle upward trend, though the trend is now losing momentum. Greece and…
Read More1Q 2015 — Will Europe and the Emerging Markets Drag Us Down?
April 24, 2015Executive Summary U.S. Economy: Over time it has appeared that the stronger U.S. economy is indeed leading the rest of the…
Read More4Q 2014 — Will the U.S. lead the world towards a recovery?
January 20, 2015Executive Summary Summing Up 2014: The impressive performance of the S&P 500 Index and U.S. Treasuries overshadowed the fact that investing…
Read More3Q 2014 — Narrowness of Market Predominates
October 20, 2014Executive Summary Volatile Markets as Expected: Our best forecast for the markets’ path this year predicted a more volatile and turbulent…
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