Consumers Are Spending Like There’s No Tomorrow
The March retail sales report will be one for the ages. It’s interesting to see how strong e-commerce spending will be even as the economy reopens.
Read MoreApr 9, 2021
The March retail sales report will be one for the ages. It’s interesting to see how strong e-commerce spending will be even as the economy reopens.
Read MoreApr 8, 2021
Investors bought software stocks last year because they were the best relative performers. Now they are too expensive and have lower growth.
Read MoreApr 6, 2021
The services PMI was the highest since 1997 and the manufacturing PMI was the highest since 1983.
Read MoreApr 5, 2021
If job creation continues at the current pace, we will get back to the prior trend by June 2022. In six months investors will wish…
Read MoreApr 2, 2021
Of the stocks with the highest compound annual returns in the past 10 years, most had market caps below $10 billion at the start.
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