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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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April 12, 2022
Inflation Is Weighing On Small Businesses
Today's release of the NFIB Small Business Optimism Survey for March showed the index fell 2.4 points to 93.2. In the survey, 31% of small businesses cited…
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April 10, 2022
Spring 2022 Investor Letter: We Have Liftoff
The worst kept secret in the first quarter was the Federal Reserve embarking on a tighter monetary policy. The Fed increased the Fed Funds rate by 0.25% or 25…
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April 9, 2022
Stock Buybacks Rebound Sharply
Earlier this past week S&P Dow Jones Indices (.xls) reported dividend and buyback activity for the S&P 500 Index through the end of the  2021 calendar year and…
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March 29, 2022
Yield Curve Nearing An Inversion
One factor likely having an outsized influence on the Federal Reserve’s interest policy is the current level of inflation. The latest reading on inflation…
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March 13, 2022
Under The Surface, Many Stocks Are Down A Lot
Year to date through March 11, 2022, the price only return for the S&P 500 Index shows it down 11.29%, however, the index remains up 6.73% on a one year basis…
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March 9, 2022
Inflation Is Impacting Small Businesses
Although Tuesday's release of the NFIB Small Business Optimism Survey was conducted in February, and before the recent oil price spike, inflation issues are…
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March 1, 2022
Recession Watch
The supposed recession that took place during the COVID/pandemic shutdown in 2020 caught nearly everyone by surprise. Fortunately, the economy and investment…
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February 28, 2022
Value Stock Outperformance Might Continue
With each passing day it seems inflation continues to remain stubbornly elevated. The war in Ukraine is contributing to the inflationary pressure as sanctions…
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February 21, 2022
Ukraine/Russia Situation A Near Term Market Headwind
The Ukraine/Russia development over the weekend is not a new event for these two countries. Russia invaded and annexed Crimea back in February 2014 and began…
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February 19, 2022
Fed Rate Hikes And Recessions
It is no secret the Federal Reserve is near certain to raise the Fed Funds rate at the conclusion of the committee's March 15-16 meeting. The bond market has…
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