The US Consumer Price Index (CPI), the most broadly used metric for US inflation, remains a hot topic on the minds of both investors and consumers. Investors closely watch CPI…
Stocks had an impressive first quarter, rising across all segments with US large cap stocks continuing to lead the pack. Performance has broadened out from the “Magnificent Seven” stocks (MSFT,…
The earnings for Q4 2023 are now largely complete, with many interesting glimpses into what is happening with companies and their customers. To start, some general statistics: (1) 73% of…
The U.S. large stock market indices, the S&P 500, Dow Jones Industrial, and Nasdaq, are all creating new all-time highs on a regular basis and have displayed significant strength since…
Last year, artificial intelligence (AI) was a hot topic and captured the imagination of investors and the mainstream alike because of the broad implications and potential for dramatic change in…
In January, we had mostly positive performance for stocks, while bond performance was slightly negative. From an economic perspective, there is an increasing belief that we can avoid a US…
2023 was another year of twists and turns for investors as anxiousness and uncertainties turned into optimism and resiliency. As the story of the year concludes, investors have benefited from…
Many film fans hear the words “Magnificent Seven” and immediately think of the American western film from 1960 or the contemporary remake in 2016 with Denzel Washington and Chris Pratt.…
It was a very positive return month for stocks and bonds in November. After economic reports that reflected a calming inflation environment, assets rose in anticipation of a pause and…
With 94% of the companies in the S&P 500 having reported their earnings for the calendar year third quarter, investors have been able to assess and understand earnings trends for…