#288 Three Financial Forces
Since 2009, 69% of the S&P 500 companies have beat expectations. After the first quarter of this year 79% have beat expectations. #288...
#287 Headlines Not Creating Headwinds
The trade tariffs were enacted but the market was up thanks to a good jobs number. There were 213,000 jobs created last month. #287 Headlines...
#286 Tariffs Then, Tariffs Now
Over the weekend, Mexico elected a new president in Andrés Manuel López Obrador. He is uniquely socially conservative and economically liberal...
#285 The Storm Before the Calm
The NFIB small business optimism index in May hit its’ highest level since 1983 and its’ second highest on record. Bonuses hit a record high of...
#284 Trade Wars: The Market Strikes Back
On Friday the U.S. announced tariffs on Chinese goods. Over the weekend, as expected, China and India announced tariffs on U.S. goods. #284...
#283 Most Impactful Week of the Year?
The global economy, outside of the U.S., has started to slow down. Will our Fed adjust their rate path because of issues outside the U.S.?...
#282 How to Make Friends and Influence Markets
The economy added 223,000 jobs in May and the unemployment rate is at 3.8%. This is the lowest rate in the last 18 years. Layoffs are also at a 50...
#281 No Market, Summer Vacation
This summer should be very active. Corporations are expected to put 650 billion dollars of their own cash into buying back their stock this...