Insights

Search & Filter

April 8, 2021
Individual Investor Sentiment is Elevated
Author: David Templeton, CFA, Principal and Portfolio Manager, HORAN The American…
Individual Investor Sentiment is Elevated Read More
April 3, 2021
So Far, A Better Year for the Dogs of the Dow
Author: David Templeton, CFA, Principal and Portfolio Manager, HORAN In 2020 the Dogs of the Dow…
So Far, A Better Year for the Dogs of the Dow Read More
December 20, 2020
Stock Buybacks Increase As Reported Earnings Jump
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…
Stock Buybacks Increase As Reported Earnings Jump Read More
December 13, 2020
Too Many Individuals On The Sidelines
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…
Too Many Individuals On The Sidelines Read More
December 8, 2020
Small Business Optimism Ticks Lower
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…
Small Business Optimism Ticks Lower Read More
December 6, 2020
Broadening Equity Market Participation
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…
Broadening Equity Market Participation Read More
November 26, 2020
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…
Earnings Matter And They Have Improved Significantly Read More
November 25, 2020
Shorts Getting Squeezed
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…
Shorts Getting Squeezed Read More
November 22, 2020
Dogs Of The Dow Are Dogs This Year
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…
Dogs Of The Dow Are Dogs This Year Read More
November 17, 2020
The Tide Might Be Going Out On Growth
The dominant investment theme since the financial crisis in 2008/2009 has been the outperformance of the growth investment style versus the value style,…
The Tide Might Be Going Out On Growth Read More
November 12, 2020
Higher Individual Bullish Investor Sentiment, Weaker Forward Equity Returns?
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…
Higher Individual Bullish Investor Sentiment, Weaker Forward Equity Returns? Read More
November 8, 2020
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…
Equity Market Tends to Perform Well After Election Day Read More
Back to the Top