Time To Sell In May?
In this week’s commentary, we note some possible reasons for a pause in the rally and why any potential pullbacks won’t last very long.
Peak Optimism?
While optimism surrounding the reopening is certainly understandable, we take a look to see if sentiment is flashing a near-term contrarian warning sign for stocks.
The Earnings Boom Is Here
The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021’s first quarter has the makings of another potentially great earnings season.
Here Comes The Earnings Boom
This week, we review an incredible earnings season and speculate on a potentially strong earnings rebound for 2021 and beyond.
Sustainable Investing Year In Review
This week, we review the increasing popularity of sustainable investing and how it can be a solid addition to any investor portfolio.
Raising GDP And Stock Market Forecasts
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021.
Markets Shrug Off Debt Levels
US debt levels have soared during the pandemic, but the market is taking it in stride, staying focused on reopening the economy.
Market Policy Projections for 2021
Democratic control of Congress may not impact 2021 policy as much as many believe. The biggest changes may be around taxes, regulation, and stimulus prospects. With the elections behind us, 2021 policy is coming into focus.
10 Economic Lessons from 2020
2020 was a unique year, from the longest economic expansion ever to the shortest recession on record. Stock markets are forward-looking, and they want clarity on elections, too. Above all else, 2020 showed our ability to persevere.
A New Economic Start in 2021
2020 was a tumultuous year. We likely had the shortest recession ever and began a new economic expansion. Small business and effective COVID-19 vaccines hold the key to continued economic growth in 2021.