View Curated Resources to Help You Navigate COVID-19
View Curated Resources to Help You Navigate COVID-19

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April 18, 2021
Income Equity Strategies Performing Well
Earlier this month I wrote a post on the Dogs of the Dow and highlighted the better performance…
Income Equity Strategies Performing Well Read More
April 13, 2021
Small Improvement in Small Business Optimism, But Large Positive Labor Market Signs
Author: David Templeton, CFA, Principal & Portfolio Manager, HORAN The March NFIB Small…
Small Improvement in Small Business Optimism, But Large Positive Labor Market Signs Read More
April 10, 2021
Positive Job Market Developments: Openings and Quit Rate are Increasing
Author: David Templeton, CFA, Principal and Portfolio Manager, HORAN Earlier this week the…
Positive Job Market Developments: Openings and Quit Rate are Increasing Read More
April 8, 2021
Individual Investor Sentiment is Elevated
Author: David Templeton, CFA, Principal and Portfolio Manager, HORAN The  American…
Individual Investor Sentiment is Elevated Read More
April 3, 2021
So Far, A Better Year for the Dogs of the Dow
Author: David Templeton, CFA, Principal and Portfolio Manager, HORAN In 2020 the Dogs of the Dow…
So Far, A Better Year for the Dogs of the Dow Read More
December 20, 2020
Stock Buybacks Increase As Reported Earnings Jump
S&P Dow Jones Indices' recent report on buyback activity for the third quarter shows buyback activity increasing to $101.79 billion from $88.66 billion in the…
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December 13, 2020
Too Many Individuals On The Sidelines
In the blog post I wrote about a year ago commenting on the October 2019 Job Openings and Labor Turnover Survey (JOLTS) I noted the employment market was…
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December 8, 2020
Small Business Optimism Ticks Lower
The NFIB's November Small Business Optimism Index declined 2.6 points to 101.4. As NFIB notes in their report the Index level is at a historically high level…
Small Business Optimism Ticks Lower Read More
December 6, 2020
Broadening Equity Market Participation
It seems a broad range of equity indices are hitting new all time highs every day and some investors question whether this can continue. The S&P 500 Index…
Broadening Equity Market Participation Read More
November 26, 2020
Earnings Matter And They Have Improved Significantly
This week the government released the second estimate of third quarter U.S. GDP at 33.1% growth at an annual rate, unchanged from the earlier advanced estimate…
Earnings Matter And They Have Improved Significantly Read More
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…
Shorts Getting Squeezed Read More
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…
Dogs Of The Dow Are Dogs This Year Read More