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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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December 28, 2021
Record Stock Buybacks And Record Dividends In Q3 2021
S&P Dow Jones Indices recently reported preliminary buyback and dividend data for for the S&P 500 Index through the third quarter and records were achieved for…
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December 2, 2021
Investor Fear At An Extreme and Stocks Rise
Just as investors become fearful of stocks, the equity market experiences a turnaround. Before today's (12/2/2021) trading the S&P 500 Index was down a little…
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November 17, 2021
Inflation Contributes To Higher October Retail Sales
Wednesday's October retail sales report showed a strong retail sales increase, month over month (MoM) of 1.7% and a year over year (YoY) increase of 16.3%…
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November 13, 2021
Inflation Dents Consumer Sentiment
This past week saw inflation reported at a very hot level, up .9% month over month and 6.2% year over year. If this monthly rate is annualized, the Consumer…
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November 7, 2021
A Mixed Labor Market Report
Last Friday's Nonfarm Payrolls was reported at 531,000, better than expectations of 450,000 and the prior report for nonfarm payrolls was revised higher to 312…
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October 28, 2021
A Weak GDP Report For Q3 2021
Thursday's GDP report provided some support to our post earlier this week noting economic growth stalled in the third quarter. There are a number of inputs…
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October 27, 2021
An Economy Nearing Stall Speed In Q3 2021
Thursday morning, October 28, 2021, the Bureau of Economic Analysis will report the Advanced reading on third quarter GDP or economic growth. At the beginning…
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October 24, 2021
Seasonally Positive Period For The Equity Market
The S&P 500 Index is on pace to finish 2021 with strong performance, up 22.39% so far in 2021. This year follows strong returns in 2019 and 2020, up 31.49% and…
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