Hot Inflation Data Jolts Investors
For nearly a year, investors have been on watch for a potential jump in inflation. Still, this week’s inflation numbers came with some serious sticker shock.
Amazing Earnings Season
We raise our year-end S&P 500 Index fair value target range again in the wake of a stunning Q1 2021 earnings season.
Let’s Talk About Stocks And Higher Taxes
“Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes,” Benjamin Franklin
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.
Here Comes Sell In May
One of the best known investment axioms is to “sell in May and go away.” This is largely because the six months from May through October have historically been some of the weakest months of the year for stocks.
Let’s Talk About Higher Capital Gains Taxes
Stocks sold off yesterday after a report that the White House was considering doubling the capital gains tax on the wealthy to 39.6%.
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.