David Templeton | TalkMarkets | Page 20
Portfolio Manager & Principal, HORAN Capital Advisors
Contributor's Links: HORAN Capital Advisors HORAN Blog
David Templeton, Portfolio Manager Principal, is a senior strategist and advisor at HORAN Capital Advisors. David has extensive experience in portfolio construction, security selection,development of investment policies and portfolio allocation strategies for individual and institutional clients. ...more

All Contributions

Latest Posts
305 to 320 of 592 Posts
<<< 1 ... 18 19 20 21 22 ... 37 >>>
New Record High For The NFIB Small Business Optimism Index
The National Federation of Independent Businesses (NFIB) reported that August's Small Business Optimism Index set a new record high at 108.8.
Watch For A Peak In Consumer Sentiment
The NAAIM Exposure Index reading of 98.3% is approaching overly bullish sentiment on the part of institutional active managers.
Respect The Predictive Power Of An Inverted Yield Curve
There are a few events in investing that have a high likelihood of being good predictors of the equity market's future direction, like, stock prices follow earnings, market breadth leads price, or an inverted yield curve leads economic weakness.
Yet To Break The Bull Market Record
As this current bull market ages, it has yet to break the longest bull on record that ran a total of 4,494 days.
Near Record Small Business Optimism
The consecutive strong month of reported sales gains after years of low or negative numbers. A net 35% of owners expect better business conditions, ticking up two points from June.
Is Korea Equity Market Weakness A Precursor To Weakness In U.S. Markets?
The KOSPI Index performance is a reflection of the health of the global economy and can serve as a leading indicator to U.S. equity market performance.
Another Highly Optimistic Business Owners' Survey
Small business owners are more optimistic than at any point in the 15-year history of the Index. The index level high of 118 surpasses the prior high of 114 reached in 2006.
Sentiment Measures Not At Extremes
Today's American Association of Individual Investors Sentiment Survey report shows bullish sentiment increased over seven percentage points to 36.36%.
A Strategy Based On Stock Buybacks Continues To Underperform
It seems one key focus of recent commentary has been the buyback activity by companies due to the cash flow benefit resulting from the tax cuts passed late last year.
François Trahan: Cycle Peak Leading To Change In Leadership
Co-Head of Portfolio Strategy at Cornerstone Macro, François Trahan, believes at this point in the cycle investors should focus their efforts on growth companies.
Is The Value Style Really In Favor Now?
The extent to which growth has dominated has certainly been a little surprising.
Small Caps Beginning To Exhibit Weakness
Small caps can be viewed as a 'risk on' asset class. For the month to date time period in July though, small cap stocks have begun to exhibit some relative weakness versus large cap stocks.
Hard To Find Much Bad News
Overall, much of the economic and company news seems highly positive.
Consumers Are Buying
On a year over year basis total retail sales increased 6.6% as of the end of June.
Sentiment Is Widely Positive
The AAII report shows bullish individual investor sentiment jumped 15.2 percentage points to 43.1% this week.
Looking Under The Headline NFIB Small Business Optimism Index Level
Evaluating this type of data is useful in that it can provide some lead time into a potential slowing of the economy; hence, a negative impact on the equity market.
305 to 320 of 592 Posts
<<< 1 ... 18 19 20 21 22 ... 37 >>>