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 people are still financially healthy enough to quit record high quit rate pic.twitter.com/WnzBqFaOvx — Sam... Read More →
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... 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 strong The average investor is always shocked to hear just how much more profitable the... 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 — Mike Zaccardi, CFA, CMT (@MikeZaccardi) September 16, 2021 And there’s some hope we’ll start seeing... 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, however, fell to 4.0%, 0.2% below expectations! pic.twitter.com/kk55b5kWkT — jeroen blokland (@jsblokland) September 14, 2021... 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 financially healthy consumers. It’s hard to imagine a scenario where the market freefalls during a... Read More →
September 7, 2021
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... Read More →
August 31, 2021
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... Read More →
August 25, 2021
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... Read More →
August 17, 2021
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... Read More →