Compass Watch
This summer’s market news has been filled with breathless conversation about the upcoming wave of mega initial public offerings (IPOs) of stock from technology/artificial intelligence (AI) companies. This news has generated a level of excitement that harkens back to the late 1990’s dot-com IPO frenzy. There are many common threads between these two eras. On […]
The headlines and performance of the stock market were dominated by the “Magnificent Seven” technology stocks from 2023 through the fourth quarter of 2025. During that nearly 3-year period, seven stocks grew to over one-third of the total market cap of the Index. For the year 2023, these stocks comprised 60% of the total return […]
As fiduciary investment managers, we at Compass believe it is of the utmost importance to conduct our own thorough, independent research into each stock that we include as part of our client portfolios. Since Compass was founded in 1988, independent research has been at the heart of our equity strategy. In the current environment, this […]
The first several weeks of 2025 have featured a continuous stream of news headlines related to the markets and the economy. The headlines have covered a wide spectrum of economic news, including everything from the introduction of a new Chinese artificial intelligence (AI) model that claimed to be as powerful as others for far cheaper, […]
The 2024 Elections are behind us, and the results have generated numerous questions from clients here at Compass. These questions have come from across the political spectrum and have mostly focused on possible upcoming changes to the economy and the potential impact of those changes on the markets. Not only do we have a president-elect […]
Since the beginning of 2023, the equity market returns have primarily been driven by a narrow group of technology stocks known as the “Magnificent Seven.” These stocks are large technology companies that are viewed by investors as being at the leading edge of the development of artificial intelligence (AI). These companies—Apple, Amazon, Alphabet (Google), Meta, […]