David Templeton | TalkMarkets | Page 25

David Templeton

Portfolio Manager & Principal, HORAN Capital Advisors
Contributor's Links: HORAN Wealth HORAN Wealth 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
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NFIB Small Business Optimism Index Highlights A Tight Labor Market
Sunday, November 19, 2017 12:47 PM EDT
With a surge in consumer sentiment and a small business environment that is showing continued strength in hiring, these two factors alone should serve as a tailwind for the economy and market in the months ahead.
In this article: SPY
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Are Bearish Sentiment Responses Translating Into Actual Action?
Saturday, November 18, 2017 5:12 PM EDT
The S&P 500 Index is only down .60% from its November 8, 2017 high yet individual investor and institutional equity sentiment has turned significantly less positive.
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Equity Corrections Will Occur Again, Maybe Sooner Than One Expects
Sunday, November 12, 2017 4:12 PM EDT
If there is one factor that perplexes me about the current market environment it is the lack of volatility since the election. The last time the market experienced a greater than 5% correction was in June of 2016.
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If History Repeating Itself; Another Five Years For Equity Bull Market
Friday, November 10, 2017 12:57 PM EDT
The current market continues to follow a similar path as in the 50's and 80's. Better sentiment and regulatory reform, even though be executive order, seems to have a positive influence on companies.
In this article: SPX
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Biases Influence Investment Decisions
Thursday, November 9, 2017 2:22 PM EDT
Every investor makes investment decisions that are influenced by ones biases that form over time. These biases may come in many forms but they tend to fall into a couple of categories, emotional or cognitive.
In this article: SPX
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Investment Opportunities Outside The U.S.
Monday, November 6, 2017 6:03 AM EDT
Not all markets have traveled the same path as the S&P 500 Index. A number of markets outside the U.S have lagged the U.S. since the end of the financial crisis.
In this article: ACWX, SPY Also: BA, HD, AAPL, AMZN, GOOG, MSFT, NFLX, META, GOOGL
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Is This The Market Top?
Sunday, November 5, 2017 2:16 PM EDT
If the market strength has caused the equity exposure to exceed ones comfort level, now is a good time to adjust their portfolio by reducing equity back to a comfortable target.
In this article: SPY
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Individual And Investment Manager Sentiment Is Diverging
Thursday, November 2, 2017 2:17 PM EDT
At the end of August bullish investor sentiment reached a year low of 25% and since that time individual investor sentiment has risen to 45.1% as reported by the American Association of Individual Investors (AAII) today.
In this article: SPX
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The Time Period Matters For Outperformance: High Beta Versus Low Volatility
Monday, October 30, 2017 5:32 AM EDT
Since August though the high beta index seems to have gained significant upward momentum versus the low volatility strategy. Both indexes trail the S&P 500 Index this year.
In this article: SPLV, SPHB, SPY
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Sizable Declines In A Few Individual Stocks; Time To Review Allocations
Saturday, October 28, 2017 4:08 PM EDT
Much is going right as it relates to the equity markets around the globe; however, this past week saw the market punish companies that reported earnings that did not match market expectations.
In this article: CELG, EXPE
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An Increasing Dividend Payout Ratio Is A Positive Indicator For The Market
Monday, October 23, 2017 4:30 AM EDT
Since the end of the financial crisis, the dividend payout ratio has been on the rise and now exceeds the pre-financial crisis level. Companies are broadly optimistic about the future.
In this article: SPY
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Citigroup Economic Surprise Indices Have Little Bearing On Equity Market Performance
Sunday, October 15, 2017 1:57 PM EDT
What is important for investors to know is the CESI is a mean reverting index, that by design, cycles between highs and lows over relatively short periods of time.
In this article: SPY
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Synchronized Global Growth
Saturday, October 14, 2017 5:24 PM EDT
Much of the sentiment and global market data continue to come in on the positive side of the ledger. Friday's University of Michigan Consumer Sentiment jumped six points to 101.1 for October and is the highest reading in thirteen years.
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A Decline In Small Business Optimism
Wednesday, October 11, 2017 4:47 AM EDT
The NFIB reported the September Small Business Optimism Index results and they showed the Index fell 2.3 points to 103, which was below the lowest consensus forecast. In spite of the decline, the index still remains at a high level.
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Fall 2017 Investor Letter: The Hated Rally Continues
Tuesday, October 3, 2017 5:40 AM EDT
We discuss the unwinding of the Fed's balance sheet, low interest rates and the negative impact on income generation for investors and the benefit achieved by investors that have pursued diversification outside of the U.S. equity market.
In this article: SPY
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Shifting Investor Sentiment
Thursday, September 28, 2017 11:51 AM EDT
It seems the market's consistent bid to move higher this year might be confusing the individual investor.
In this article: SPX
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