There are times when I write a blog article and I remind readers the stock market and the economy are not the same. By that, I mean the stock market sometimes…
Stock Prices Reflecting A Resumption In Earnings Growth
One factor about the equity market is its movements are often influenced by expectations. Economic news that is reported better than those expectations can…
This year has not been a good one for the Dogs of the Dow strategy. A number of reasons can be cited, like energy sector weakness and both Chevron (CVX) and…
With over 15 million individuals unemployed based on Thursday's jobs report and an additional 10.7 million individuals receiving Pandemic Unemployment…
As is said from time to time, a picture is worth a thousand words and one simply needs to look at mutual fund and ETF flows to see the truth behind the…
Summer 2020 Investor Letter: A "V-Shaped" Market Recovery
The speed of the market decline in the first quarter was unprecedented and the ensuing recovery in the second quarter was as impressive as the gut-wrenching…
The "V-shaped" Recovery Continues: Now It Is The ISM PMI and Non-Manufacturing Index
I have noted in a few recent posts that much of the economic data being reported is recovering in a "V-shaped" manner. In other words the economic rebound…
A Healing Job Market And Economy But Poor Investor Sentiment
It is hard not to look at much of the recent economic data and not come to the conclusion a V-shaped recovery seems to be unfolding. Certainly many of the…
