Recent Posts

  1. February 22, 2021

    With equity markets hitting all-time highs, bitcoin touching all-time highs, and COVID-19 cases collapsing, the world would seem near perfect for investors. [i] [ii] [iii] Specifically, retail sales are clearly heating up in January and across several segments. It would… More >>

  2. February 16, 2021

    The most frequently asked question right now is, “Are we in a bubble?” The simple answer is, “I can’t tell.” It’s an entirely natural question and answers will vary based upon the strategy and motivations of the person you’re asking. [i] Here is what we know: Valuations… More >>

  3. February 8, 2021

    The most recent jobs report suggests the economic recovery is softening. Of course, that seems obvious since we have been in stuck in another “lockdown” phase. Most service sector jobs are in a deep freeze― especially in the travel, leisure, and hospitality industries. In… More >>

  4. February 1, 2021

    What should be an all-consuming week of rich data will likely be hijacked by another bout of pandemonium around the drama with GameStop and the Reddit message board. The week ahead is poised to be full of macro economic releases that could provide critical direction on… More >>

  5. January 25, 2021

    With so much liquidity floating within our economy, we should expect the current housing boom to continue. First, there is simply not enough supply in the current marketplace to meet expected demand. [i] New home listings are down 10% from last year and pending sales… More >>

  6. January 19, 2021

    Fourth quarter earnings season is beginning to ramp up, with consensus expecting S&P 500 companies to report a year-over-year earnings decline of -6.8% per FactSet. [i] While this would mark the fourth-largest decline since Q3 2009, we are entering a period of very… More >>

  7. January 11, 2021

    An economic or market blog is almost hard to scribe after the events that transpired last week in our nation’s capital. While market forces looked past the turmoil on Wednesday and, overall, rallied on hope of more fiscal stimulus; we would be remiss to not address some of… More >>

  8. January 4, 2021

    We just published our Q1 2021 Look Ahead, you can view the presentation here or watch our narrated version here. Consumption & Investment Rocket FuelAs we’ve written here before, an economic recovery is going to be driven by consumption and the implementation of the… More >>

  9. December 28, 2020

    It is not so prophetic to suggest you’ve been paid your returns for 2021. It is entirely possible that what you’ve gained in 2020 is a 100% deposit on what you might get in 2021, at least from a U.S. equity perspective. [i] This view, however, is certainly not the… More >>

  10. December 21, 2020

    As we swiftly approach 2021, it is becoming abundantly clear where some of the greatest opportunity might exist within the broad spectrum of equity investing. Emerging markets appear to be the clear favorite from a valuation perspective. [i] Relative to Developed… More >>

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