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July 12, 2022
Summer 2022 Investor Letter: A Bear Of A Market
The first half of 2022 has been a series of near records for both the economy and the investment markets. Inflation is at a level last seen in 1982, the S&P…
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July 12, 2022
Small Businesses In A Sour Mood
The NFIB Small Business Optimism Index has fallen a near record thirteen points from a year ago. The June Index level was reported at 89.5 and the NFIB report…
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July 11, 2022
Investors Remain Bearish, Maybe A Positive For Equities
Both individual and institutional investors continue to express a low level of bullishness, levels generally associated with equity market bottoms. There does…
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June 24, 2022
Maybe The Beginning Of An Equity Market Recovery
The S&P 500 Index closed up 6.33% for the week ending June 24, 2022. For investors this feels like an enormous win after the market was down -10.93% in the…
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June 24, 2022
Investor Sentiment Remains Decidedly Bearish
Both individual and institutional investor sentiment is expressing bearishness on future equity returns. The AAII individual investor sentiment survey bull…
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June 21, 2022
Might An Equity Market Bottom Be Near?
The current market environment is certainly one of the most difficult ones navigated by investors in recent years. Incorporating some of the technical…
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June 7, 2022
Companies May Become More Focused On Dividends As Bond Yields Rise
The increase in the 10-year US treasury yield has made bonds more competitive from an income standpoint versus the dividend yield of stocks in the S&P 500…
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May 10, 2022
Record Number Of Small Businesses Not Expecting Better Business Conditions
The National Federation of Independent Businesses reported no change in the Small Business Optimism Index for April, remaining at 93.2. However, small…
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May 6, 2022
Financial Market Update May 6 2022
After a tough April, the first four months of 2022 have not been rewarding for investors. As of the…
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May 2, 2022
A High Level Of Investor Bearishness Might Lead To An Equity Market Bounce
With the just completed month of April, the first four months of 2022 have not been rewarding ones for investors. The total return for the S&P 500 Index…
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April 16, 2022
Dividend Income And Dogs Of The Dow Strategies Outperforming
With a little more than a fourth of the year behind investors, and in the face of rising interest rates, dividend paying stocks have been insulated from some…
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April 14, 2022
A Near Record Low For Individual Investor Bullishness
This week's individual investor Sentiment Survey release by the American Association of Individual Investors shows the percentage of investors expressing…
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