Economic Insights

U.S. Consumer Confidence Returns to Pre-Pandemic Levels

Consumers drive roughly 70% of U.S. economic output. Collectively, we are a very important cohort to track for the overall direction and health of the economy. The consumer, here and abroad, is the most important factor driving economies which makes our actions and expectations key to the stock market.

U.S. Consumer Confidence Returns to Pre-Pandemic Levels

Consumers drive roughly 70% of U.S. economic output. Collectively, we are a very important cohort to track for the overall direction and health of the economy. The consumer, here and abroad, is the most important factor driving economies which makes our actions and expectations key to the stock market.

Top 10 Nasdaq Stocks with Largest Relative Exposures to Inflation – April 13, 2021 Update

This post provides 10 stocks out of the Nasdaq-100 Index that investors can expect to benefit from a rise in inflation and 10 stocks that are expected to be negatively impacted by a rise in inflation. Financial advisors and investors need to be aware of how inflation is likely to impact their holdings and portfolios.

Top 10 Nasdaq Stocks with Largest Relative Exposures to Inflation – April 13, 2021 Update

This post provides 10 stocks out of the Nasdaq-100 Index that investors can expect to benefit from a rise in inflation and 10 stocks that are expected to be negatively impacted by a rise in inflation. Financial advisors and investors need to be aware of how inflation is likely to impact their holdings and portfolios.

The Services Sector Mean Reversion Continues

Monday’s ISM Services report highlights the robust recovery we are seeing across many of 2020’s laggard industries like travel, restaurants, and leisure services.

The Services Sector Mean Reversion Continues

Monday’s ISM Services report highlights the robust recovery we are seeing across many of 2020’s laggard industries like travel, restaurants, and leisure services.

The Most Important Charts Driving U.S. GDP Growth Right Now

My team and I are constantly looking forward, and trying to get into the mind of consumers to identify potential investment opportunities. 2020 was the year where portfolio concentration, expensive growth stocks and active trading was a winning trio. 2021 thus far has been the mirror opposite with value significantly outperforming growth and re-opening stocks and cyclicals offering strong portfolio value.

The Next Stage of Disruptors: Part 2

As we explained in “The Next Stage of Disruptors: Part 1,” we discussed the start of “the Age of the New Disruptor,” innovative disruptive industries' historical economic dominance, and the microeconomics of innovation. We also highlighted tier 1 disruptors, innovations or technological advancements that have started to gain mainstream adoption, creating some of the most coveted growth investment opportunities to date.

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