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Journals

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POKING THE BEAR

First and foremost, this week’s commentary should not be construed to suggest that we are saying stocks will go up fo…
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WHY STAGFLATION ISN’T IN THE CARDS

The term stagflation has been circulating increasingly in the financial media as inflation readings have risen sharpl…
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CORPORATE AMERICA DOES IT AGAIN

Corporate America did it again. Companies blew by estimates and made strategists and analysts look silly (though we h…
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COVID UPDATE: DELTA VARIANT MARKET IMPACT

The highly transmissible Delta variant of COVID-19 now makes up an overwhelming majority of the new cases in the U.S….
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Six Surprises so Far in 2021

2021 has been a very strong year for both stocks and the economy, but that doesn’t mean there haven’t been some surpr…
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MIDYEAR OUTLOOK 2021: PICKING UP SPEED

It is hard to believe we have passed the halfway point of 2021. After a 2020 that would never end, the first six mont…
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THREE THINGS TO WATCH THIS EARNINGS SEASON

We ran out of superlatives to describe corporate America’s stunning performance during first-quarter earnings season….
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INFLATION AND WHAT THE FED IS SAYING

Inflation has been on the rise. Investors are not as interested in what’s happening now as they are in what’s happeni…
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SUSTAINABLE INVESTING BECOMING MAINSTREAM IN FIXED INCOME

On May 27, 2021, a couple of events in the energy sector occurred that demonstrated the continued mainstreaming of su…