Insights

11/23/2023

Keeping An Eye On The Unemployment Rate As A Recession Signal

by David I. Templeton, CFA, Principal & Chief Investment Officer

A year ago many strategists were predicting the U.S. economy would be in a recession by this time in 2023. Far from a recession though, the economy continues…

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Fall 2023 Investor Letter: A Pause

10/19/2023

The third quarter market performance started strong as companies reported stronger second quarter earnings due to subsiding input costs. Year-over-year margin…

Investors Shun Dividend Paying Stocks

10/14/2023

One aspect of the equity market advance this year is investors' heightened focus on a handful of stocks some are referring to as the "Magnificent Seven." Thes…

An Equity Market In A Pullback

08/20/2023

The S&P 500 Index closed at a 2023 high on July 31, but since then the market is down -4.8% in the first three weeks of August. A pullback is not a surprise…

Maybe Time To Look at Small Cap Stocks

08/15/2023

Author: David I. Templeton, CFA, Principal & Portfolio Manager When evaluating large cap…

Projected Earnings Growth Swings Positive

08/14/2023

As the year began much of the talk was centered around whether the U.S. economy would fall into recession in 2023. The year is only two-thirds done, but a…

Summer 2023 Investor Letter: No Recession Yet and A.I.

07/17/2023

With the second quarter in the rearview mirror, some equity markets in the U.S. generated record beating returns. The Nasdaq 100 Index was up 39.4%, a record…

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