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February 13, 2022
Higher Inflation Leading To Weaker Consumer Sentiment
The consumer accounts for nearly 70% of the economy (GDP) and understanding what is driving their sentiment can provide valuable insight into future economic…
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February 11, 2022
Declining Oil Inventory Contributing To Higher Oil Prices
The Weekly Petroleum Status Report released by the EIA on Wednesday showed crude inventory, excluding the Strategic Petroleum Reserve (SPR), fell 4.8 million…
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February 8, 2022
Small Business Optimism Continues To Weaken
The January NFIB Small Business Optimism Index was reported at 97.1, down 1.8 points. This is the lowest reading for the Index since the February 2021 reading…
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January 23, 2022
Weak Consumer Sentiment A Headwind For Fed Rate Hikes?
This week investor attention will likely have a heightened focus on statements from the Federal Reserve as it holds its two day meeting on Tuesday and…
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January 22, 2022
Dividends Matter In Down Markets
As the new year gets underway the equity market so far in January has not been kind to investors. Both stock and bond investments are mostly down with the…
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January 20, 2022
Winter 2021 Investor Letter
The U.S. large cap equity market, as measured by the S&P 500 Index, showed its resilience in the fourth quarter by returning 11.0%. This marked the seventh…
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January 17, 2022
Yield Curve In Focus And Sentiment
The Federal Reserve has put the market on notice that interest rate increases are likely to come sooner than originally anticipated as well as an unwinding of…
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January 16, 2022
Inflation And The Equity Market
The recent release of Federal Reserve minutes gave investors a reason to reevaluate the pace of future Fed tightening. The minutes lead investors to believe…
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January 1, 2022
Dogs Of The Dow Performance Does Not Keep Pace In 2021
One investment strategy that gets attention at the beginning of each year is the Dogs of the Dow. The Dogs of the Dow strategy is one where investors select…
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December 28, 2021
Record Stock Buybacks And Record Dividends In Q3 2021
S&P Dow Jones Indices recently reported preliminary buyback and dividend data for for the S&P 500 Index through the third quarter and records were achieved for…
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December 2, 2021
Investor Fear At An Extreme and Stocks Rise
Just as investors become fearful of stocks, the equity market experiences a turnaround. Before today's (12/2/2021) trading the S&P 500 Index was down a little…
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November 17, 2021
Inflation Contributes To Higher October Retail Sales
Wednesday's October retail sales report showed a strong retail sales increase, month over month (MoM) of 1.7% and a year over year (YoY) increase of 16.3%…
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