Image Source: The S&P Quality Free Cash Flow (FCF) Aristocrats Indices measure companies that consistently generate robust FCF over many years. FCF, the cash remaining after a business covers its …
Read More It’s Been a Tough Month for Healthcare Stocks but Momentum Favors Small Cap Biotechs. Large cap Biopharmaceutical stocks sold off because of competition and lower revenue growth. MedTech sector show …
Read More DEC CORN(Click on image to enlarge) In a holiday-shortened week, the dominant news was Trumps proclamation of 25% tariffs on Mexico & Canada and 10% on China – to combat …
Read More As families gathered to celebrate Thanksgiving last week, there was a morsel of good news for consumers: the cost of the traditional feast fell for the second year in a …
Read More As usual, the month’s data begins with the ISM manufacturing index, and with a one month delay, construction spending.Because manufacturing is of diminishing importance to the economy, and was in …
Read More 11 down, 1 to go. December is here. And while Q4 in general during a big up year is when portfolio managers start to chase the market, December is really …
Read More Reader writes: …high income wage growth has grown much faster than medium and low income wage growth patterns. Here’s a stab at taking a look at the data. First wages:(Click on …
Read More Image Source: It truly is the most wonderful time of the year, not only because of the holiday spirit, but because of the sector leadership movements.Last week saw the real …
Read More Shares of United Airlines Holdings () have surged over 25% in the last month taking their YTD gain to an incredible 140%. Last week, the stock even briefly traded above …
Read More Image Source: The implied equity risk premium (IERP) and theories of stock market bubbles both offer explanations for the current elevated level of stock prices, but they are strange bedfellows. …
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