Higher Taxes Not Bad For Stocks?
There is no discernable correlation between tax rate changes and returns in that year. The sector that will see the biggest increase is…
Read MoreApr 30, 2021
There is no discernable correlation between tax rate changes and returns in that year. The sector that will see the biggest increase is…
Read MoreApr 29, 2021
The stock market is being driven by great earnings (healthy), while consensus calls for higher profit margins in 2022 & 2023 (overly optimistic).
Read MoreApr 28, 2021
The banks are quickly acquiring one another with 2021 on pace to have the highest M&A activity in over 10 years.
Read MoreApr 27, 2021
Mentions of inflation have increased more than they ever have (since 2003) in the past few months. We haven’t seen high inflation since 2003.
Read MoreApr 26, 2021
The yearly change in margin debt is modestly above the stock market but cash holdings by S&P 500 firms are substantial with rising profits.
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