Corporate earnings drive stock prices. Earnings essentially indicate how profitable a company is and is a contributor to where the share price will head.
Recent
I'm sure you have noticed the increasing number of headlines concerned about the strength of the U.S. dollar. This is understandable given the tremendous level
This week’s headlines bring potential changes in Fed leadership. A recent CNBC article highlights that President Trump’s potential pick for Federal Reserve
It's happening; deregulation continues to occur. While not everyone will necessarily agree with the changes that are being made, the reality is that
It was inevitable that the United States and China would come to a trade agreement; both countries need each other in order for their economies to operate at
We should not be surprised that job growth is slowing. Our thesis for interest rates not rising significantly is based on our view that tariffs as well as
Just because a sector is growing does not necessarily mean profits. Margin compression is an issue we evaluate on an ongoing basis as this is a significant
News headlines, company developments, geopolitical concerns all impact markets and companies. Too often investors assume that once you invest you never need to
Panic is reacting to news and taking actions that might not be best for long-term strategies. If you avoided reacting with actions, you are to be congratulated
I thought you might find this latest commentary from CNBC interesting as it essentially since it aligns with what we've been saying for quite some time; the
