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June 24, 2022
Investor Sentiment Remains Decidedly Bearish
Both individual and institutional investor sentiment is expressing bearishness on future equity returns. The AAII individual investor sentiment survey bull…
Investor Sentiment Remains Decidedly Bearish Read More
June 21, 2022
Might An Equity Market Bottom Be Near?
The current market environment is certainly one of the most difficult ones navigated by investors in recent years. Incorporating some of the technical…
Might An Equity Market Bottom Be Near? Read More
June 7, 2022
Companies May Become More Focused On Dividends As Bond Yields Rise
The increase in the 10-year US treasury yield has made bonds more competitive from an income standpoint versus the dividend yield of stocks in the S&P 500…
Companies May Become More Focused On Dividends As Bond Yields Rise Read More
May 10, 2022
Record Number Of Small Businesses Not Expecting Better Business Conditions
The National Federation of Independent Businesses reported no change in the Small Business Optimism Index for April, remaining at 93.2. However, small…
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May 6, 2022
Financial Market Update May 6 2022
After a tough April, the first four months of 2022 have not been rewarding for investors. As of the…
Financial Market Update May 6 2022 Read More
May 2, 2022
A High Level Of Investor Bearishness Might Lead To An Equity Market Bounce
With the just completed month of April, the first four months of 2022 have not been rewarding ones for investors. The total return for the S&P 500 Index…
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April 16, 2022
Dividend Income And Dogs Of The Dow Strategies Outperforming
With a little more than a fourth of the year behind investors, and in the face of rising interest rates, dividend paying stocks have been insulated from some…
Dividend Income And Dogs Of The Dow Strategies Outperforming Read More
April 14, 2022
A Near Record Low For Individual Investor Bullishness
This week's individual investor Sentiment Survey release by the American Association of Individual Investors shows the percentage of investors expressing…
A Near Record Low For Individual Investor Bullishness Read More
April 12, 2022
Inflation Is Weighing On Small Businesses
Today's release of the NFIB Small Business Optimism Survey for March showed the index fell 2.4 points to 93.2. In the survey, 31% of small businesses cited…
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April 10, 2022
Spring 2022 Investor Letter: We Have Liftoff
The worst kept secret in the first quarter was the Federal Reserve embarking on a tighter monetary policy. The Fed increased the Fed Funds rate by 0.25% or 25…
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April 9, 2022
Stock Buybacks Rebound Sharply
Earlier this past week S&P Dow Jones Indices (.xls) reported dividend and buyback activity for the S&P 500 Index through the end of the  2021 calendar year and…
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March 29, 2022
Yield Curve Nearing An Inversion
One factor likely having an outsized influence on the Federal Reserve’s interest policy is the current level of inflation. The latest reading on inflation…
Yield Curve Nearing An Inversion Read More