An Economic Tailwind Would Be Favorable For Stocks
With the consumer accounting for nearly 70% of economic activity, this past week's jobs report came in on the disappointing side of the ledger. With state…
Strong Rebound In The June NFIB Small Business Optimism Index
I still believe the recent economic data is experiencing a "V-shaped" recovery and the equity market seems to concur. So many times though, we do note the…
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…
