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Insights

We believe an informed investor is a more successful investor.
Our independent and proprietary research drives our investor communications.

RECURRING COMMENTARIES

We believe an informed investor is a more successful investor.
Our independent and proprietary research drives our investor communications.

Weekly

Weekly Commentary May 21, 2021

OVERVIEW While the stock market ended the week with only fractional gains and losses, it was anything but a fractional week of action.  The first three days saw substantial declines followed by the last two days of substantial rallies.  The market is see sawing between risks of higher inflation from…

Monthly

Market Commentary October 2020

Monthly Commentary October 2020 OVERVIEW The month was dominated by an overwhelming amount of positive economic news.  The dollar volume of Durable Goods manufacturing for August exceeded February’s level by 1.9%.  Regional Fed manufacturing reports for September showed increases of 100% to 300% over August’s levels.  Perhaps most importantly were…

SPECIAL REPORTS

We believe an informed investor is a more successful investor.
Our independent and proprietary research drives our investor communications.

Special Market Commentary

Weekly Commentary May 21, 2021

OVERVIEW While the stock market ended the week with only fractional gains and losses, it was anything but a fractional week of action.  The first three days saw substantial declines followed by the last two days of substantial rallies.  The market is see sawing between risks of higher inflation from…

White Paper

Market Commentary October 2020

Monthly Commentary October 2020 OVERVIEW The month was dominated by an overwhelming amount of positive economic news.  The dollar volume of Durable Goods manufacturing for August exceeded February’s level by 1.9%.  Regional Fed manufacturing reports for September showed increases of 100% to 300% over August’s levels.  Perhaps most importantly were…

EDUCATIONAL SEMINARS

We believe an informed investor is a more successful investor.
Our independent and proprietary research drives our investor communications.

Weekly Commentary October 9, 2020

Weekly Commentary Week ending October 9, 2020 OVERVIEW The week started out with a bang from Monday’s release of the September ISM Services Index which had another strong reading higher than August’s; more importantly, an indicator of future business activity moved up to an even stronger reading.  Jobs data made…

Weekly Commentary September 25, 2020

Weekly Commentary Week ending September 25, 2020 OVERVIEW It was a stellar week for US economic news. Two regional Fed district manufacturing reports for September displayed continued strong growth in one case and a 66% monthly increase for the highest reading in two years for the other. The national Durable…

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