Susan Jung |


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

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Susan Jung |


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

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Susan Jung |


One of the things that we look for as an indicator of economic strength is the trajectory of employment in the United States. The numbers that came out today

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Susan Jung |


It's happening; deregulation continues to occur. While not everyone will necessarily agree with the changes that are being made, the reality is that

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Susan Jung |


Every now and then I’m reminded about an unfortunate fact about the American economy: the U.S. has massive debt problems.

U.S. debt to GDP continues to climb

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Susan Jung |


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

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Susan Jung |


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

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Susan Jung |


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

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Susan Jung |


News headlines, company developments, geopolitical concerns all impact markets and companies. Too often investors assume that once you invest you never need to

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Susan Jung |


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

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