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August 15, 2023
Maybe Time To Look at Small Cap Stocks
Author: David I. Templeton, CFA, Principal & Portfolio Manager When evaluating large cap…
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August 14, 2023
Projected Earnings Growth Swings Positive
As the year began much of the talk was centered around whether the U.S. economy would fall into recession in 2023. The year is only two-thirds done, but a…
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July 17, 2023
Summer 2023 Investor Letter: No Recession Yet and A.I.
With the second quarter in the rearview mirror, some equity markets in the U.S. generated record beating returns. The Nasdaq 100 Index was up 39.4%, a record…
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July 16, 2023
Equity Market Telegraphing a Strengthening Economy?
About a year ago many strategists were calling for a U.S. recession to begin by mid-year this year. A part of the rationale behind this thinking was the pace…
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July 1, 2023
Not A Market For The Dogs Of The Dow
With the first half of 2023 coming to a close this past Friday, the equity markets rewarded investors with a strong performance. Much of the markets return to…
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June 25, 2023
Money Supply Velocity Increasing Indicating Stronger Economic Growth
The talk of a recession has been ongoing for what seems like more than a year. One such headline from mid-year 2022 predicted the U.S. economy would be in a…
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June 24, 2023
Narrow Market Participation May Be Broadening Out
A characteristic of the market advance this year is the fact a small number of stocks are contributing to the advance. Further, the stocks contributing the…
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June 4, 2023
Dividend Payers Lagging Broader Market Badly
My blog post yesterday highlighted the narrowness of the market advance this year, i.e., a handful of stocks generating most of the return. One area of the…
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June 3, 2023
A Small Number of Stocks Contributing to the Market's Advance
From time to time I note the economy is not the market and vice versa. Being aware of this difference has proven important this year as the S&P 500 Index is up…
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May 14, 2023
Potential Significance of Growth Stocks Outperforming Value Stocks
I have written about the performance differences between growth stocks versus value stocks depending on the business cycle. As the economy begins to accelerate…
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May 9, 2023
CPI Release Is On The Clock
As NFL teams rotated into their position to make a draft selection in the recently completed NFL draft, they were placed "on the clock" in terms of having a…
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May 6, 2023
As Stocks Outperform Equity Fund Flows Are Negative
Although 2022 was not a good year for most investment asset classes a recovery in equities actually began early in the fourth quarter of the year. The S&P 500…
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