In: Opportunity Update | Mason Wev

Opportunity Update Commentary
3Q 2020— Coronavirus Pandemic Feeds Dislocations Between Winners and Losers
October 20, 2020

2020 has proven to be the one of the most turbulent and challenging years in recent memory and for many investors,…

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Opportunity Update Commentary
2Q 2020— COVID-19 Feeds Dislocations Between Winners and Losers
July 22, 2020

Investors’ burgeoning hope and subsequent buying frenzies led to a massive 20% rebound in the S&P 500 and other risk assets…

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Opportunity Update Commentary
1Q 2020— Quick, Dramatic Pain, but Long-Term Opportunity
April 23, 2020

When we look at the title of our fourth quarter commentary, “2020 Should Be Highlighted By Stable Fed Policy & Election-Driven…

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Opportunity Update Commentary
4Q 2019— 2020 Should Be Highlighted by Stable Fed Policy & Election-Driven Opportunities
January 15, 2020

While 2018 featured rising interest rates and losses among virtually all major asset classes, 2019 was the polar opposite. Both stocks…

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Opportunity Update Commentary
3Q 2019— What Recession Worries? Stocks Enjoy Their Best First Three Quarters Since 1997
October 23, 2019

2019 has been a year of turbulent headlines for the markets, with the U.S./China trade war switching between hot and cold….

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Opportunity Update Commentary
1Q 2019— Snapback Rally on Powell Pivot and Inverted Yield Curve Bookend Volatile Quarter
April 16, 2019

After a brief but stunning fourth quarter 2018 decline, markets staged a fierce comeback in the first quarter. It all started…

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Opportunity Update Commentary
4Q 2018 — Fourth Quarter Lows Likely to be Retested, but Long-Term Valuation Picture Improved
January 28, 2019

The fourth quarter of 2018 began on a positive note, but few knew what turbulence was to come. Markets reached new…

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Opportunity Update Commentary
3Q 2018 — Is the Economic Growth Cycle Too Slow and Steady to Become Imbalanced?
October 19, 2018

The third quarter was a positive one for U.S. equity investors, as a surging U.S. economy and labor market, in which…

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Opportunity Update Commentary
2Q 2018 — Cyclical Bull Market Trends ­Continue, Despite Worries It Is Long in the Tooth
July 20, 2018

The second quarter of 2018 was much more quiet than the first, at least in U.S. markets. We began the quarter…

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Opportunity Update Commentary
1Q 2018 — The First Quarter Was Back to Normal
April 18, 2018

The first quarter of 2018 proved a stark contrast to 2017’s steady and smooth ride up. To begin the year, markets…

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Opportunity Update Commentary
4Q 2017 — Bears’ Fears Are Only Imagined
January 25, 2018

The Roman philosopher Seneca said that “We are often more frightened than hurt; and we suffer more from imagination than reality.”…

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