Insights

Search & Filter

November 26, 2020
Earnings Matter And They Have Improved Significantly
This week the government released the second estimate of third quarter U.S. GDP at 33.1% growth at an annual rate, unchanged from the earlier advanced estimate…
Earnings Matter And They Have Improved Significantly Read More
November 25, 2020
Shorts Getting Squeezed
If the performance of Refinitiv's U.S. Most Shorted Stocks Index is any indication, the shorts have been caught off guard since the market has accelerated…
Shorts Getting Squeezed Read More
November 23, 2020
CLASSIC: Estate Planning... Not as Spooky as It Sounds
CLASSIC: Estate Planning... Not as Spooky as It Sounds Read More
November 22, 2020
Dogs Of The Dow Are Dogs This Year
With less than thirty trading days left in the year, the Dogs of the Dow have a great deal of ground to make up just to be competitive with the return for the…
Dogs Of The Dow Are Dogs This Year Read More
November 17, 2020
The Tide Might Be Going Out On Growth
The dominant investment theme since the financial crisis in 2008/2009 has been the outperformance of the growth investment style versus the value style,…
The Tide Might Be Going Out On Growth Read More
November 12, 2020
Higher Individual Bullish Investor Sentiment, Weaker Forward Equity Returns?
Based on this week's AAII Sentiment Survey, over the course of one week individual investors are now super bullish. The survey notes bullish investor sentiment…
Higher Individual Bullish Investor Sentiment, Weaker Forward Equity Returns? Read More
November 8, 2020
Equity Market Tends to Perform Well After Election Day
Yes, there was a presidential election in the U.S. this past week and up until election day on Tuesday, the uncertainty around the election seemed to weigh on…
Equity Market Tends to Perform Well After Election Day Read More
October 19, 2020
Dividend Paying Strategies Have Lagged This Year, Now An Opportunity?
One unique aspect of the difficult economic environment that followed the virus mandated shutdown, was the underperformance of high quality dividend paying…
Dividend Paying Strategies Have Lagged This Year, Now An Opportunity? Read More
October 6, 2020
Earnings Support Market's Recent Move Higher
The one thing investor know about company earnings reports is it is a rearview mirror look on what has occurred on a quarterly or annual basis. This backward…
Earnings Support Market's Recent Move Higher Read More
September 30, 2020
Chicago Business Barometer Surges
Today's release of the Chicago Business Barometer for September jumped 11.2 points to 62.4. This is further evidence of an economy that is rebounding strongly…
Chicago Business Barometer Surges Read More