Tag: economic data

Market Cycle Remains Healthy, Favor Value Stocks

Equity markets appear to have largely gotten over the China issues, inflation and slowing economic data ... for now. Once again it seems that...

Labor Market Update: Why Are People Quitting Their Jobs?

Inflation sucks. It is essentially a tax on those consuming goods or services, as things simply cost more. Even worse, it is a regressive...

Welcome To The Backside Of The Inflation Spike

Okay, even an armchair economist knew that used car prices, airfares, and car rentals couldn’t continue to go up by double digits, month after...

Legacy Transportation Impacted By Micro-Mobility, Work From Home

The way we move about has changed dramatically throughout the past century. The advent of the automobile in the early 1900s brought with it many...

The Fed Speaks Loudly And Carries a Feather

“Speak softly and carry a big stick” President Theodore Roosevelt on foreign policy. In other words, let your actions, not your words set the tone. It...

Market Cycle Indicators Lose Mojo, But Remain Bullish

The economic data is certainly starting to normalize, which was largely expected and will continue. From an economic perspective the last 24 months have seen...

What a Miami Stripper and Fiscal Elephant Have In Common

“Banks have conditioned us to trust them, and what have we got from that?” – Mark Baum (Steve Carell)- The Big Short. In his book...

Are Consumer Sensitive Stocks Nearing Overbought Sell Signal?

One of my early investment lessons, via a good old fashioned book, really helped differentiate between the financial news and actual investing. The financial news,...

The Growing Gig Economy Around The World

Throughout history, our jobs have evolved. From the industrial revolution to the digital era of today, work has only become more internet-centric and globalized. The...

Two Small Cap Stocks To Watch As Corporate Earnings Continue

The following research was written with Christine Short, VP of Research at Wall Street Horizon. Executive Summary and Corporate Earnings Outlook (week of August 9): -...

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