Market Commentary
Our latest market observations and research.
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...
Beach Balls and Investment Rebounds
Ouch! The only good news for the past few months’ stock market performance is we are relieved it is behind us. This quarter the stock market experienced much more volatility and a stiff decline, thereby ending a long string of positive quarterly returns. We understand...