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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 23, 2020
An Improving Environment for Investors
The challenges COVID-19 presented the world this year are unique and formidable. Many still feel…
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November 23, 2020
Road to Recovery, part 3
In the middle of November, Terry Horan participated in the Cincinnati Business Courier's Road to…
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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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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…
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October 18, 2020
Consumer Data Suggests A Continued Strengthening Of The Economy
There is no denying the consumer has been a surprising bright spot during the pandemic. Government financial support programs have certainly contributed to…
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October 13, 2020
Small Business Hiring Plans One Bright Spot In September NFIB Optimism Survey
The National Federation of Independent Business (NFIB) reported a 3.8 point increase in the September Small Business Optimism Index. The Index level rose to…
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October 12, 2020
Fall 2020 Investor Letter: Market Strength Continues
In our earlier Summer Investor Letter, we commented on the rapid market decline in the first quarter and the quick rebound that was unfolding. The quick…
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October 11, 2020
Extraordinary Market And Economic Snapback
Consuelo Mack conducts another insightful WealthTrack interview with Nancy Lazar, Partner and Chief Economist at Cornerstone Macro. Nancy Lazar remains one of…
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