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February 4, 2024
Improving Individual Investor Sentiment Maybe A Near Term Risk For Equities
The S&P 500 Index has been on an uptrend since late October. Over the past 14 weeks, the S&P 500 has generated a positive return in 13 of the weeks, with a…
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January 12, 2024
Winter 2023 Investor Letter: Markets Like Presidential Election Years
Historically, equity markets have mostly generated favorable returns in presidential election years and 2024 is such a year. Investors experienced difficult…
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January 1, 2024
Time For Small Caps?
With much of the attention placed on a few mega cap stocks, partly due to their focus on artificial intelligence (AI,) among other favorable operational…
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December 30, 2023
Dow Dogs Gain Some Respect In Q4 2023
With all the hype surrounding the Magnificent Seven stocks and their outperformance this year, it is not surprising the Dogs of the Dow strategy also…
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December 17, 2023
Equity Funds Experiencing Outflows In Spite Of A Strong Stock Market
It is often said that actions speak louder than words and for investors, there seems to be quite a divergence. By many sentiment measures investors are…
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December 3, 2023
Market Expectations To Year End And Into 2024
Without a doubt U.S. equity market returns have been exceptional this year, specifically for mega cap stocks. The year-to-date return for the capitalization…
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November 23, 2023
Keeping An Eye On The Unemployment Rate As A Recession Signal
A year ago many strategists were predicting the U.S. economy would be in a recession by this time in 2023. Far from a recession though, the economy continues…
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October 19, 2023
Fall 2023 Investor Letter: A Pause
The third quarter market performance started strong as companies reported stronger second quarter earnings due to subsiding input costs. Year-over-year margin…
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October 14, 2023
Investors Shun Dividend Paying Stocks
One aspect of the equity market advance this year is investors' heightened focus on a handful of stocks some are referring to as the "Magnificent Seven." Thes…
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August 20, 2023
An Equity Market In A Pullback
The S&P 500 Index closed at a 2023 high on July 31, but since then the market is down -4.8% in the first three weeks of August. A pullback is not a surprise…
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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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