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May 11, 2021
Firms Unable To Fill Job Openings
In both the Job Openings and Labor Turnover Survey and the NFIB Small Business Optimism reports released this morning, it is clear that companies are having a…
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May 4, 2021
Style And Asset Class Rotation Is Taking Place
For nearly three trading weeks the S&P 500 Index has traded mostly sideways, somewhat expected after the fast start to 2021, i.e., the S&P 500 Index up over 11…
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May 1, 2021
Personal Income and Savings Increasing Too
Author: David Templeton, CFA, Principal and Portfolio Manager Last week I noted the sharp rise…
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April 28, 2021
Consumer Confidence Rises Sharply In April
Author: David Templeton, CFA, Principal and Portfolio Manager This week the Conference…
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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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