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April 27, 2021
Hard Economic Data Suggests A Continued Strengthening Of The Economy
Author: David Templeton, CFA, Principal and Portfolio Manager Tuesday's release of the Chemical…
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April 23, 2021
Tax Increases Not Always A Headwind For Stocks.
Author: David Templeton, CFA, Principal & Portfolio Manager Earlier this week the equity…
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April 18, 2021
Income Equity Strategies Performing Well
Author: David Templeton, CFA, Principal & Portfolio Manager Earlier this month I wrote a…
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April 13, 2021
Small Improvement in Small Business Optimism, But Large Positive Labor Market Signs
Author: David Templeton, CFA, Principal & Portfolio Manager, HORAN The March NFIB Small…
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April 10, 2021
Positive Job Market Developments: Openings and Quit Rate are Increasing
Author: David Templeton, CFA, Principal and Portfolio Manager, HORAN Earlier this week the…
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April 8, 2021
Individual Investor Sentiment is Elevated
Author: David Templeton, CFA, Principal and Portfolio Manager, HORAN The American…
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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…
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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…
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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…
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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…
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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…
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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…
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