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November 13, 2021
Inflation Dents Consumer Sentiment
This past week saw inflation reported at a very hot level, up .9% month over month and 6.2% year over year. If this monthly rate is annualized, the Consumer…
Inflation Dents Consumer Sentiment Read More
November 7, 2021
A Mixed Labor Market Report
Last Friday's Nonfarm Payrolls was reported at 531,000, better than expectations of 450,000 and the prior report for nonfarm payrolls was revised higher to 312…
A Mixed Labor Market Report Read More
October 28, 2021
A Weak GDP Report For Q3 2021
Thursday's GDP report provided some support to our post earlier this week noting economic growth stalled in the third quarter. There are a number of inputs…
A Weak GDP Report For Q3 2021 Read More
October 27, 2021
An Economy Nearing Stall Speed In Q3 2021
Thursday morning, October 28, 2021, the Bureau of Economic Analysis will report the Advanced reading on third quarter GDP or economic growth. At the beginning…
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October 24, 2021
Seasonally Positive Period For The Equity Market
The S&P 500 Index is on pace to finish 2021 with strong performance, up 22.39% so far in 2021. This year follows strong returns in 2019 and 2020, up 31.49% and…
Seasonally Positive Period For The Equity Market Read More
October 22, 2021
Investor Letter Fall 2021
The balance of 2021 will round out a year of extremes. Hot inflation readings, manufacturing…
Investor Letter Fall 2021 Read More
October 12, 2021
Where Are The Potential New Hires?
The issue around jobs is certainly having a negative impact on small business optimism. Commentary on the job market seems like a broken record: small…
Where Are The Potential New Hires? Read More
September 20, 2021
Sidelined Workers Might Restrict Economic Growth Prospects
Companies are struggling to hire employees. The inability for companies to hire is occurring at a time when job openings are high and the number of individuals…
Sidelined Workers Might Restrict Economic Growth Prospects Read More
September 18, 2021
Investor Bullish Sentiment Lowest Since July 2020
This week's Sentiment Survey report by the American Association of Individual Investors showed bullish sentiment fell over 16 percentage points to 22.45%…
Investor Bullish Sentiment Lowest Since July 2020 Read More
September 8, 2021
Job Openings Accelerating
Today's release of the Job Openings and Labor Turnover Survey shows the demand for employees continues to grow. The JOLTS report is released with a one month…
Job Openings Accelerating Read More
August 23, 2021
Earnings Growth Trending To More Normal Rate
Our positive view on the market coming out of the pandemic contraction has partially centered on earnings growth expectations. A number of factors played a…
Earnings Growth Trending To More Normal Rate Read More
August 22, 2021
Update On Current Bull Market Versus 1950's and 1980's Bull Markets
I wrote an article in 2016 comparing the current secular bull market that began in late 2013 to the bull markets of the 1950's and 1980's. I followed up with…
Update On Current Bull Market Versus 1950's and 1980's Bull Markets Read More
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