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January 22, 2023
New Buyback Tax May Impact Stock Returns
In August of last year Congress passed the so-called Inflation Reduction Act and included within the Act is a 1% excise tax on the fair market value of stock…
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January 14, 2023
Stock Market Triggering Bullish Technical Signals
Since October 13, 2022 the S&P 500 Index is up 11.80% on a price only basis. For the start of 2023 the S&P 500 Index is up 4.16% through January 13, 2023. The…
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January 13, 2023
Winter 2022 Investor Letter: Closing The Book on 2022
“A Bear of a Market” and “Nowhere to Hide.” These were a few of the headings from our Investor Letters last year, so along with most investors we are happy to…
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December 31, 2022
The Dow Stock Dogs Performed In 2022
With the market's close on Friday investors happily say goodbye to 2022. One area within equites that outperformed the broader market was stocks that had…
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December 22, 2022
Equity Put/Call Ratio Above 2.0
A few weeks ago I wrote an article covering the elevated level of the CBOE Equity Put/Call ratio and the fact it was in uncharted territory. At the time of…
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December 11, 2022
An Economy That Is Quickly Slowing
Eyes are on the Fed again this week as the FOMC will announce their interest rate decision on Wednesday. Last month the Fed gave indications the magnitude of…
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December 9, 2022
Equity Put/Call Ratio In Uncharted Territory
Recent levels for the equity put/call ratio suggest investors are exhibiting extreme equity market bearishness. A cluster of readings above 1.0 have occurred…
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November 27, 2022
Eyes On A Fed Pivot This Week
Last week the Fed released minutes from its most recent meeting and the minutes gave an indication the Fed was near pausing and/or slowing the pace of interest…
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November 24, 2022
Back To Normal
The pace of the Federal Reserve's interest rate increases has been the fastest on record. On a year over year basis the rate of change for the Fed Funds rate…
Back To Normal Read More
November 13, 2022
Housing Market Continues To Weaken
The Federal Reserve's aggressive push higher in the Fed Funds rate has resulted in mortgage interest rates following suit and rapidly moving higher as well…
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November 6, 2022
Employment Data Nearing Recession Signal
These rate hikes are an effort by the Fed to rein in inflation by making it more expensive to spend or finance purchases and more expensive for businesses to…
Employment Data Nearing Recession Signal Read More
October 30, 2022
Dogs Of The Dow: An Outperforming Strategy In 2022
With only two months left in the year, the 2022 Dogs of the Dow continue to maintain an impressive performance advantage over the Dow Jones and S&P 500 indices…
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