S&P Dow Jones Indices' recent report on buyback activity for the third quarter shows buyback activity increasing to $101.79 billion from $88.66 billion in the…
In the blog post I wrote about a year ago commenting on the October 2019 Job Openings and Labor Turnover Survey (JOLTS) I noted the employment market was…
The NFIB's November Small Business Optimism Index declined 2.6 points to 101.4. As NFIB notes in their report the Index level is at a historically high level…
It seems a broad range of equity indices are hitting new all time highs every day and some investors question whether this can continue. The S&P 500 Index…
Earnings Matter And They Have Improved Significantly
This week the government released the second estimate of third quarter U.S. GDP at 33.1% growth at an annual rate, unchanged from the earlier advanced estimate…
If the performance of Refinitiv's U.S. Most Shorted Stocks Index is any indication, the shorts have been caught off guard since the market has accelerated…
With less than thirty trading days left in the year, the Dogs of the Dow have a great deal of ground to make up just to be competitive with the return for the…
The dominant investment theme since the financial crisis in 2008/2009 has been the outperformance of the growth investment style versus the value style,…
Based on this week's AAII Sentiment Survey, over the course of one week individual investors are now super bullish. The survey notes bullish investor sentiment…
Equity Market Tends to Perform Well After Election Day
Yes, there was a presidential election in the U.S. this past week and up until election day on Tuesday, the uncertainty around the election seemed to weigh on…
Dividend Paying Strategies Have Lagged This Year, Now An Opportunity?
One unique aspect of the difficult economic environment that followed the virus mandated shutdown, was the underperformance of high quality dividend paying…
