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December 3, 2023
Market Expectations To Year End And Into 2024
Without a doubt U.S. equity market returns have been exceptional this year, specifically for mega cap stocks. The year-to-date return for the capitalization…
81
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November 23, 2023
Keeping An Eye On The Unemployment Rate As A Recession Signal
A year ago many strategists were predicting the U.S. economy would be in a recession by this time in 2023. Far from a recession though, the economy continues…
101
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October 19, 2023
Fall 2023 Investor Letter: A Pause
The third quarter market performance started strong as companies reported stronger second quarter earnings due to subsiding input costs. Year-over-year margin…
280
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October 14, 2023
Investors Shun Dividend Paying Stocks
One aspect of the equity market advance this year is investors' heightened focus on a handful of stocks some are referring to as the "Magnificent Seven." Thes…
104
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August 20, 2023
An Equity Market In A Pullback
The S&P 500 Index closed at a 2023 high on July 31, but since then the market is down -4.8% in the first three weeks of August. A pullback is not a surprise…
169
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August 15, 2023
Maybe Time To Look at Small Cap Stocks
Author: David I. Templeton, CFA, Principal & Portfolio Manager When evaluating large cap…
143
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August 14, 2023
Projected Earnings Growth Swings Positive
As the year began much of the talk was centered around whether the U.S. economy would fall into recession in 2023. The year is only two-thirds done, but a…
114
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July 17, 2023
Summer 2023 Investor Letter: No Recession Yet and A.I.
With the second quarter in the rearview mirror, some equity markets in the U.S. generated record beating returns. The Nasdaq 100 Index was up 39.4%, a record…
202
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July 16, 2023
Equity Market Telegraphing a Strengthening Economy?
About a year ago many strategists were calling for a U.S. recession to begin by mid-year this year. A part of the rationale behind this thinking was the pace…
82
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July 1, 2023
Not A Market For The Dogs Of The Dow
With the first half of 2023 coming to a close this past Friday, the equity markets rewarded investors with a strong performance. Much of the markets return to…
84
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June 25, 2023
Money Supply Velocity Increasing Indicating Stronger Economic Growth
The talk of a recession has been ongoing for what seems like more than a year. One such headline from mid-year 2022 predicted the U.S. economy would be in a…
149
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June 24, 2023
Narrow Market Participation May Be Broadening Out
A characteristic of the market advance this year is the fact a small number of stocks are contributing to the advance. Further, the stocks contributing the…
74
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