Journals
Featured Journal Entry
Last week we discussed whether stock prices might be reflecting peak optimism. In that commentary we noted that while sentiment may be overly optimistic and a pickup in volatility would be totally normal, strong breadth measures suggest stocks still may have more upside. This week we tackle that same topic of peak optimism, but by…
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…
WHY STAGFLATION ISN’T IN THE CARDS
The term stagflation has been circulating increasingly in the financial media as inflation readings have risen sharpl…
CORPORATE AMERICA DOES IT AGAIN
Corporate America did it again. Companies blew by estimates and made strategists and analysts look silly (though we h…
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….
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…
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…
THREE THINGS TO WATCH THIS EARNINGS SEASON
We ran out of superlatives to describe corporate America’s stunning performance during first-quarter earnings season….
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…
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…

