December 1, 2021
Market Performance (November) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News GDP expectations continue to go up JPMorgan revised up their fourth-quarter GDP tracking estimate to an annualized 7% from 5% following today’s data.... Read More →
November 10, 2021
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Jobs report beat expectations Jobs report was spicy (but in a good way, like Sriracha) ▫️ 531K new jobs vs. 420K expected ▫️... Read More →
November 3, 2021
Market Performance (Month of October) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings continue to beat estimates And profit margins are hanging in there for now Employment costs are going up per surge... Read More →
October 27, 2021
Market Performance (Prior Week) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings continue to be impressive 84% of $SPX companies have beaten EPS estimates to date for Q3, which is tied for the... Read More →
October 20, 2021
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings are so far, so good The Bad News Earnings revisions are continuing to fall Upward earnings revisions have faded … overall index... Read More →
October 13, 2021
Market Performance For The Prior Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Shipping costs are getting better Shipping costs are finally dropping. https://t.co/Da5uRl7Miz pic.twitter.com/6ajS2mVlea — Lisa Abramowicz (@lisaabramowicz1) October 7, 2021 And... Read More →
September 28, 2021
Market Performance For The Prior Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Economic surprise index creeping back up And the leading economic index continues to be a positive signal And earnings remain... Read More →
September 21, 2021
Market Performance For The Prior Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News People are continuing to spend BofA: signs that the Delta-lull is passing and a mini-reopening cycle is starting pic.twitter.com/NOQF69scma —... Read More →
September 14, 2021
Market Performance For The Prior Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Inflation finally didn’t come in higher than expectations BREAKING! US headline #inflation equaled 5.3% in August, matching expectations. Core #CPI,... Read More →
How to Find Defense & Yield at The Same Time
It’s hard to say if now is the time to play defense in the markets. On one hand, we have trillions of dollars in stimulus still making its rounds, vaccines being distributed at a faster pace across the globe, and... Read More →