Inflation’s Real Culprit

The sharp drop in share prices last Friday was attributed to the expected invasion of Ukraine by Russia. Although that prospect is a disturbing geopolitical event, any U.S. stock market reaction is likely to be limited and short-lived.  The U.S. stock market typically...

When Will Tech Stocks Bottom?

The S&P 500 may be only 5% below its all-time high (the NASDAQ, 10%), but the average stock is doing much worse. For example, the average stock in the Russell 3000 (a broader index than the S&P 500 that includes mid and small caps) is down 27% from its high,...

The Earnings Boom

We sincerely appreciate our relationships with clients and friends and want to say thank you during this joyous season.  May your holidays be bright.  We wish you the best in 2022. Pundits have been quick to point out that inflation could be a major roadblock to...

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...