#225 Higher Interest Rates and Youth Unemployment
This week the Fed raised interest rates. And, in other news, President Trump signed an executive order that we believe makes sense – youth...
#224 Fed Back in Focus
Fed in Focus Today we are talking about the Fed and how they are back in focus. We had a busy week last week in that last Thursday could have...
#223 Robots vs. People – Productivity is Important
What is productivity and why is it important? Productivity leads to growth. We are creating jobs that are not making companies more productive...
#222 Noisy News, Real Earnings, Productivity and Infrastructure
A lot of noise outside of the market is occurring this week. However, the bottom line is that earnings matter more than politics right now and...
#221 Bearish Politics Bullish Corporations
Corporate earnings continue to trend bullish while the political scene is more bearish. How will the Fed begin to shrink itself? And how will the...
#220 Earnings Up, Growth Accelerating
Earnings Up, Growth Accelerating Earnings & Confidence One of the themes throughout the year so far has been the recession of confidence. We...
#219 Economy Growing, Regulations Shrinking
Economy Growing, Regulations Shrinking Jobs Number Shows Economy Growing Last week, we had a great jobs number which was good to see as the week...
#218 Corporate Confidence, Cautious Consumers
With a little over 1/3 of the S&P 500 reporting earnings so far, over 68% are beating expectations. Meanwhile a lower GDP and lower jobs...