Market Valuation Update … How are we doing? Forward PE Ratio Review

Forward PE ratio looking better

Forward PE ratio looking better

August 2020 Video Podcast Review

August 2020 Video Podcast Review

July 2020 Video Podcast Review
Did we start too Fast?
Most recently the capital markets have taken a breather after a very long, almost unstoppable, run in an upward direction. Have you eve wondered what exactly makes the markets move in one direction or another? The true answer is pretty simple;…
To some the Capital Markets may seem mysterious and maybe even schizophrenic at times, due to the sudden frequent change of character. Not Really! The Capital Markets are very intuitive, insightful, but often overly dramatic. As we mentioned in our Trifecta…
This week marks one of the busiest week for earnings of the quarter as many companies begin reporting their 90 day treadmill results. As we had said in an earlier post, earning season is going well. You might ask why…
Over the last recession, fundamentals deteriorated, and the capital markets began a squishy journey starting in 2008 and firming late first quarter of 2009. Fundamentals are the key drivers for the capital markets, but they are not the only driver. Structural…
With the unofficial start of earnings season marked earlier this week, Alcoa, which disappointed many investors, we began to take a few deep breaths in anticipation of a tough season. Fortunately Alcoa was the exception, not the rule, as for the…