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Interest Rates, S&P500 Pullback, and Presidential Campaign Impacts

Interest Rates, S&P500 Pullback, and Presidential Campaign Impacts

In today's market, interest rate trends, the recent S&P500 pullback, and presidential campaigns are key topics, influencing inflation, market volatility, and political dynamics. ...more

Weekly Brief

July 23, 20244 min read

How Can Companies Be More Productive?

How Can Companies Be More Productive?

The holy grail for companies is achieving maximum productivity growth at the most profitable revenue ratio. For publicly traded companies, investors wait to hear each quarter are the changes in the co... ...more

Weekly Brief

July 17, 20245 min read

When to Sell

When to Sell

Since the stock market bottom on October 14, 2022, the major indices have rallied significantly. During these past 20 months, the tech-based NASDAQ index has soared 78.3% followed by large cap S&P 50... ...more

Weekly Brief

July 10, 20245 min read

Nvidia Rally Continues

Nvidia Rally Continues

We added Nvidia (NVDA) to our Growth & Income and Growth model portfolios early last year. Since then, the stock price has soared. This year institutional investors continued to add NVDA to their po... ...more

Weekly Brief

June 26, 20243 min read

Winners and Losers in May Retail Sales

Winners and Losers in May Retail Sales

The US Census Bureau released last week the advance projection May report of the Index of Economic Activity (IDEA) that includes information how consumers changed their spending last month. Consumers... ...more

Weekly Brief

June 20, 20246 min read

Consumers Are Changing Where They Spend

Consumers Are Changing Where They Spend

In this issue we identify that consumers are changing how they spend their money. It appears people are buying less fun stuff like vacations and home improvements and focusing more on boring stuff li... ...more

Weekly Brief

June 12, 20246 min read

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