Skip to main content

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…

|

MARKETS SHRUG OFF DEBT LEVELS

The level of US debt, already elevated before COVID-19 hit, skyrocketed as Congress put into place much needed fiscal…
|

SMALL CAPS STILL SOLID

Small caps have had an incredible run since the Russell 2000 Index bottomed on March 18, 2020, returning 119% compare…
|

EARNINGS RECESSION IS LIKELY OVER

This earnings season likely will be the last of the earnings recession. After year-over-year declines in the first th…
|

MARKET POLICY PROJECTIONS FOR 2021

As a result of the Senate runoffs in Georgia, Democrats are poised to take control of the US Senate, which would give…
|

10 ECONOMIC LESSONS FROM 2020

2020 was a year characterized in part by the outbreak of a global pandemic, which captivated the world and shocked th…
|

A NEW ECONOMIC START IN 2021

After modest growth to begin 2020, the economy screeched to a halt as the onset of the pandemic ended the longest eco…
|

STOCKS AND BONDS OUTLOOK FOR 2021

Stocks and bonds posted strong returns in 2020 despite a tumultuous year, although that may be surprising only for bo…
|

A POSITIVE OUTLOOK FOR 2021

To say that 2020 was a wild year would be an understatement. As we prepare to welcome in the New Year, we take a look…
|

COVID-19 MAY THREATEN THE RECOVERY

A new wave of COVID-19 cases threatens to trip up the economy. Increasing cases in Europe and the United States have …