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May 4, 2021
Style And Asset Class Rotation Is Taking Place
For nearly three trading weeks the S&P 500 Index has traded mostly sideways, somewhat expected after the fast start to 2021, i.e., the S&P 500 Index up over 11…
Style And Asset Class Rotation Is Taking Place Read More
May 1, 2021
Personal Income and Savings Increasing Too
Author: David Templeton, CFA, Principal and Portfolio Manager Last week I noted the sharp rise…
Personal Income and Savings Increasing Too Read More
April 28, 2021
Consumer Confidence Rises Sharply In April
Author: David Templeton, CFA, Principal and Portfolio Manager This week the Conference…
Consumer Confidence Rises Sharply In April Read More
April 27, 2021
Hard Economic Data Suggests A Continued Strengthening Of The Economy
Author: David Templeton, CFA, Principal and Portfolio Manager Tuesday's release of the Chemical…
Hard Economic Data Suggests A Continued Strengthening Of The Economy Read More
April 23, 2021
Tax Increases Not Always A Headwind For Stocks.
Author: David Templeton, CFA, Principal & Portfolio Manager Earlier this week the equity…
Tax Increases Not Always A Headwind For Stocks. Read More
April 18, 2021
Income Equity Strategies Performing Well
Author: David Templeton, CFA, Principal & Portfolio Manager Earlier this month I wrote a…
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…
Stock Buybacks Increase As Reported Earnings Jump Read More
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…
Too Many Individuals On The Sidelines Read More