Early Signs Of Easing Inflation ?

This quarter’s earnings season is off to a good start as 81% of companies reporting have beat EPS estimates, and 80% are beating revenue forecasts. We remain focused more on what companies will say on the conference calls about four key areas and view these factors as...

August 2021 Mid-Month Recap

Last week when stocks were rising with the S&P 500 closing at its fifth straight record high, investors seemed unfazed by a Fed taper later this year.  After yesterday’s FOMC minutes and three sharp down days in a row, the market now worries over a Fed taper. ...

When Everything Is Pricey

This quarter’s earnings season just started last week, so it is still early.  Results were centered on the big banks which mostly reported blow-out earnings and revenues.  The stock reactions, however, were mixed.  When the bar is set high heading into earnings season...