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October 13, 2021

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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 people are still financially healthy enough to quit record high quit rate pic.twitter.com/WnzBqFaOvx — Sam...
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Market Commentary
Q3 2021

Path to Normalization Our post-pandemic path to normalization has proven challenging on numerous levels, but we are optimistic the coming year will see the world back on a sustainable growth track. In the US, the percentage of the population that has been vaccinated plus those who have natural immunity is now over 80% according to...
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September 28, 2021

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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 strong The average investor is always shocked to hear just how much more profitable the...
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September 21, 2021

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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 — Mike Zaccardi, CFA, CMT (@MikeZaccardi) September 16, 2021 And there’s some hope we’ll start seeing...
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September 14, 2021

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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, however, fell to 4.0%, 0.2% below expectations! pic.twitter.com/kk55b5kWkT — jeroen blokland (@jsblokland) September 14, 2021...
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September 7, 2021

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Market Performance For The Prior Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News The Delta wave shows signs of peaking And earnings remain strong Global 🌍 earnings estimates kept rising in August. The MSCI EAFE had the largest ⬆️ revisions, but overall the #SPX500 is still leading the...
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August 31, 2021

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Market Performance For The Prior Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Q2 GDP revised upwards BREAKING! US Q2 #GDP growth revised upward to 6.6% (was 6.5%). pic.twitter.com/OLlX6a0lGS — jeroen blokland (@jsblokland) August 26, 2021 The Mixed News Earnings revisions and surprises are at, or nearing, a...
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August 25, 2021

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Market Performance For The Prior Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings: still good It has been a nearly perfect earnings season! 88% of the 472 co’s reporting beat 2Q21 EPS ests on +92.28% growth 87% topped sales ests on +26.47% growth. 52% had their 3Q21...
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August 17, 2021

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Market Performance For The Prior Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News 2Q earnings keep pouring in above estimates Source: Factset For more info and charts about Q2 earnings, please visit past posts. The Mixed News  What companies are saying  In the past week, a number of...
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