Market Commentary
Our latest market observations and research.
2016 Challenges Set Up Investment Opportunities
2015 Déjà vu. The perception is that the stock market averages were little changed in 2015. In fact, the typical stock was lower for the year. The reality is best described as a “two-tiered” market where the average stock struggled relative to the “averages”. One...
January 2016 $ums Investment Presentation
$ums Investment Group Presentation In January, Tom Kopas was once again invited to share his financial market outlook to the $ums Investment Group, part of the Sons In Retirement (SIR) organization. Click the following link to download the SIRS Investment...
Reducing Investment Risk To A Safer Portfolio Speed
The summer quarter for the stock market started out in promising fashion but unexpected news of China’s currency devaluation abruptly reversed any positive momentum and psychology. Suddenly, continuous overnight news of China’s plunging stock market stoked investor...
Optimistic for a 2nd Half Investment Rally
For the stock market, it was a most deceiving first half of the year, punctuated with a real-life Greek drama. The quarter ended with the S&P 500 price average virtually unchanged for the past six months. In fact, by some measures, the broader stock market has not...
Economy and Stock Investments Poised to Move Higher
The stock market moved in a wide range during the first quarter, but for all the gyrations the net effect was quite mild. By our rough calculation, the Dow Jones Average tacked back and forth more than 8200 points on a closing basis during the first quarter of 2015!...
2015 – Investment Cross-Currents
As we start the New Year, we can honestly confess we don’t know exactly how 2015 will play out for investors. That statement is actually true at the beginning of each year, but in our years of experience we can say unequivocally some years are easier to anticipate...