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February 28, 2022
Value Stock Outperformance Might Continue
With each passing day it seems inflation continues to remain stubbornly elevated. The war in Ukraine is contributing to the inflationary pressure as sanctions…
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February 21, 2022
Ukraine/Russia Situation A Near Term Market Headwind
The Ukraine/Russia development over the weekend is not a new event for these two countries. Russia invaded and annexed Crimea back in February 2014 and began…
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February 19, 2022
Fed Rate Hikes And Recessions
It is no secret the Federal Reserve is near certain to raise the Fed Funds rate at the conclusion of the committee's March 15-16 meeting. The bond market has…
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February 13, 2022
Higher Inflation Leading To Weaker Consumer Sentiment
The consumer accounts for nearly 70% of the economy (GDP) and understanding what is driving their sentiment can provide valuable insight into future economic…
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February 11, 2022
Declining Oil Inventory Contributing To Higher Oil Prices
The Weekly Petroleum Status Report released by the EIA on Wednesday showed crude inventory, excluding the Strategic Petroleum Reserve (SPR), fell 4.8 million…
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February 8, 2022
Small Business Optimism Continues To Weaken
The January NFIB Small Business Optimism Index was reported at 97.1, down 1.8 points. This is the lowest reading for the Index since the February 2021 reading…
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January 23, 2022
Weak Consumer Sentiment A Headwind For Fed Rate Hikes?
This week investor attention will likely have a heightened focus on statements from the Federal Reserve as it holds its two day meeting on Tuesday and…
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January 22, 2022
Dividends Matter In Down Markets
As the new year gets underway the equity market so far in January has not been kind to investors. Both stock and bond investments are mostly down with the…
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January 20, 2022
Winter 2021 Investor Letter
The U.S. large cap equity market, as measured by the S&P 500 Index, showed its resilience in the fourth quarter by returning 11.0%. This marked the seventh…
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January 17, 2022
Yield Curve In Focus And Sentiment
The Federal Reserve has put the market on notice that interest rate increases are likely to come sooner than originally anticipated as well as an unwinding of…
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January 16, 2022
Inflation And The Equity Market
The recent release of Federal Reserve minutes gave investors a reason to reevaluate the pace of future Fed tightening. The minutes lead investors to believe…
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January 1, 2022
Dogs Of The Dow Performance Does Not Keep Pace In 2021
One investment strategy that gets attention at the beginning of each year is the Dogs of the Dow. The Dogs of the Dow strategy is one where investors select…
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