In: Opportunity Update | Mason Wev
4Q 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…
Read More2Q 2014 — Advances Across the Markets
July 22, 2014Executive Summary The Bull Marches On: Although small caps and growth stocks have underperformed since their relative strength peaked in March,…
Read More