Wednesday:• At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.…
Continue ReadingICCR “Investment Group” On A Re-commitment to “Racial Justice”
As our country collectively shudders at this most recent in a series of racial flash points – the very public…
Continue ReadingLearning from Polen Capital
One of the keys to sound investing is having the right information. Its everywhere around us; we just need to…
Continue ReadingJune 2 COVID-19 Test Results
The US is now conducting around 400,000 tests per day, and that might be enough to allow test-and-trace in some…
Continue ReadingDan Celia: Markets Will Remain Uncertain All Year
PHILADELPHIA—Nationally syndicated host and biblical investing authority Dan Celia is giving his take today on why investors and analysts shouldn’t expect much…
Continue ReadingWhitney Tilson “I’m holding 35% in cash”
Whitney Tilson’s email to investors discussing why he is steadily becoming more cautious; U.S. stocks really are expensive; we’re not…
Continue ReadingEnergy expenditures as a percentage of PCE at All Time Low
Note: Back in early 2016, I noted that energy expenditures as a percentage of PCE had hit an all time…
Continue ReadingSeasonality Prefers Health Care over Financials in June
In this week’s episode of Sector Spotlight (Tuesday 10.30-11.00am ET) I ran out of time to review outstanding pair-trades so…
Continue ReadingMaking the Most of Alternative Data Sources
With so many alternative data sources on the market, it can be tempting for users to overbuy and horde, however,…
Continue ReadingWhat Is The Status Of Remote Work In The US Right Now?
The future of the American workplace is unclear. It has been estimated that on March 27 2020, 16 million “knowledge…
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