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July 16, 2021
Investor Letter Summer 2021
The first quarter of last year seems a distant memory, fading since the pandemic swoon. The equity markets continue to climb the proverbial “wall of worry.”…
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April 19, 2021
It's a Great Jobs Report So Why Am I Worried
The Labor Department reported last Friday that job growth exploded in March at the fastest pace…
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April 16, 2021
Investor Letter Spring 2021
Sometimes it is said the stock market and the economy are not the same; however, the stock market…
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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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November 25, 2020
Shorts Getting Squeezed
If the performance of Refinitiv's U.S. Most Shorted Stocks Index is any indication, the shorts have been caught off guard since the market has accelerated…
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November 22, 2020
Dogs Of The Dow Are Dogs This Year
With less than thirty trading days left in the year, the Dogs of the Dow have a great deal of ground to make up just to be competitive with the return for the…
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November 17, 2020
The Tide Might Be Going Out On Growth
The dominant investment theme since the financial crisis in 2008/2009 has been the outperformance of the growth investment style versus the value style,…
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November 12, 2020
Higher Individual Bullish Investor Sentiment, Weaker Forward Equity Returns?
Based on this week's AAII Sentiment Survey, over the course of one week individual investors are now super bullish. The survey notes bullish investor sentiment…
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