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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…
Higher Individual Bullish Investor Sentiment, Weaker Forward Equity Returns? Read More
November 8, 2020
Equity Market Tends to Perform Well After Election Day
Yes, there was a presidential election in the U.S. this past week and up until election day on Tuesday, the uncertainty around the election seemed to weigh on…
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October 19, 2020
Dividend Paying Strategies Have Lagged This Year, Now An Opportunity?
One unique aspect of the difficult economic environment that followed the virus mandated shutdown, was the underperformance of high quality dividend paying…
Dividend Paying Strategies Have Lagged This Year, Now An Opportunity? Read More
October 6, 2020
Earnings Support Market's Recent Move Higher
The one thing investor know about company earnings reports is it is a rearview mirror look on what has occurred on a quarterly or annual basis. This backward…
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September 30, 2020
Chicago Business Barometer Surges
Today's release of the Chicago Business Barometer for September jumped 11.2 points to 62.4. This is further evidence of an economy that is rebounding strongly…
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September 28, 2020
Higher Unemployment Level As Some States Are Slower To Reopen
Improvement is being made in the job market as the continuing claims data and unemployment rate continue to decline. In addition to the continuing claims…
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September 24, 2020
Individual Investor Sentiment Not Matching Actions
The American Association of Individual Investor's Sentiment Survey release for the week ending 9/23/2020 showed bullish investor sentiment fell 7.1 percentage…
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September 20, 2020
Here We Go Again: Value To Finally Outperform Growth?
So far for most of the month of September, the large cap value stock space has outperformed large cap growth. Since the end of the financial crisis of 2008…
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September 17, 2020
Mega Cap Stocks Run Into A Headwind
The first two days of September saw the S&P 500 Index get off to a nice positive start, up 2.29% on a price only basis. Since then though the market has…
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September 8, 2020
Small Business Optimism, And Importantly Hiring Plans, Remains Favorable
The NFIB Small Business Optimism Index for August was reported at 100.2, which is a 1.4 increase over July's reading. The NFIB report notes seven of the 10…
Small Business Optimism, And Importantly Hiring Plans, Remains Favorable Read More
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