David Templeton | TalkMarkets | Page 1

David Templeton

Portfolio Manager & Principal, HORAN Capital Advisors
Contributor's Links: HORAN Capital Advisors HORAN 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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Watching For A Weakening Consumer
Monday, March 18, 2024 6:00 AM EDT
The consumer, or personal consumption, accounts for nearly 70% of U.S. GDP and for that reason, it is important to evaluate the overall health of the consumer.
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A Correction In A Bull Market
Sunday, March 17, 2024 5:15 AM EDT
Since the beginning of 2023 the S&P 500 Index is up 35.9% while at the same time the average total return of the so-called Magnificent Seven stocks is 159.1% over that same time frame. The technology heavy Nasdaq 100 index is up 64.5%.
In this article: AAPL, TSLA, GOOGL
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Markets In A Minute - Welcome To The "Casino"
Monday, March 4, 2024 1:35 PM EDT
Last week markets did not shy away from Buffet’s remarks made in his yearly investor letter.
In this article: QQQ, SPX, DJI
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The Economic Soft Landing Has Occurred
Monday, February 26, 2024 11:21 PM EDT
With February coming to an end this week, the majority of 2024 is still before us.
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Improving Individual Investor Sentiment Maybe A Near Term Risk For Equities
Monday, February 5, 2024 4:08 AM EDT
The S&P 500 Index has been on an uptrend since late October. Over the past 14 weeks, the S&P 500 has generated a positive return in 13 of the weeks, with a price return of 20.43%.
In this article: SPX
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Time For Small Caps?
Tuesday, January 2, 2024 7:57 PM EDT
With much of the attention placed on a few mega cap stocks, partly due to their focus on artificial intelligence (AI,) among other favorable operational businesses, asset class categories outside of the large cap segment have lagged in performance.
In this article: SPX
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Dow Dogs Gain Some Respect In Q4 2023
Saturday, December 30, 2023 4:48 PM EDT
With all the hype surrounding the Magnificent Seven stocks and their outperformance this year, it is not surprising the Dogs of the Dow strategy also underperformed the broader market in 2023.
In this article: JNJ, JPM, KO, QQQ, INTC, DIA, RSP, SPX
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Equity Funds Experiencing Outflows In Spite Of A Strong Stock Market
Sunday, December 17, 2023 6:17 PM EDT
It is often said that actions speak louder than words, and for investors, there seems to be quite a divergence. By many sentiment measures, investors are indicating that they are bullish on stocks.
In this article: SPX
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Market Expectations To Year End And Into 2024
Monday, December 4, 2023 7:30 AM EDT
Without a doubt, U.S. equity market returns have been exceptional this year, specifically for mega cap stocks.
In this article: RSP, SPX, AAPL, MSFT, NVDA, AMZN, META, GOOG, TSLA
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Keeping An Eye On The Unemployment Rate As A Recession Signal
Thursday, November 23, 2023 4:15 PM EDT
A year ago many strategists were predicting the U.S. economy would be in a recession by this time in 2023. Far from a recession though, the economy continues to experience respectable growth.
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Investors Shun Dividend Paying Stocks
Saturday, October 14, 2023 3:44 PM EDT
One aspect of the equity market advance this year is investors' focus on stocks some are referring to as the "Magnificent Seven." Partly as a result of the focus on these stocks, other segments have been shunned, specifically dividend paying stocks.
In this article: AAPL, AMZN, MSFT, NVDA, META, TSLA, SPX, DJI, GOOGL, NOBL
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Maybe Time To Look At Small Cap Stocks
Tuesday, August 15, 2023 8:17 PM EDT
When evaluating large cap returns against small caps, the small cap index one chooses is important.
In this article: IJR, IWM, SPX
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Equity Market Telegraphing A Strengthening Economy?
Monday, July 17, 2023 12:58 PM EDT
About a year ago many strategists were calling for a U.S. recession to begin by mid-year this year.
In this article: XLB, XLE, XLI, XLK, XLU, SPX, XLC, RSPD
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Not A Market For The Dogs Of The Dow
Saturday, July 1, 2023 6:59 PM EDT
With the first half of 2023 coming to a close this past Friday, the equity markets rewarded investors with strong performance. Much of the markets' return has been driven by the so-called 'Big Seven" stocks. Let's see how the "Dogs of the Dow" did.
In this article: AAPL, AMZN, MSFT, NVDA, TSLA, RSP, META, SPX, DJI, GOOGL, NOBL
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Money Supply Velocity Increasing Indicating Stronger Economic Growth
Monday, June 26, 2023 11:26 AM EDT
An increasing velocity of the money supply is generally associated with a strengthening economy. In other words, a recession does not seem imminent if using the Quantity Theory of Money as a guide.
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Narrow Market Participation May Be Broadening Out
Sunday, June 25, 2023 10:00 AM EDT
A characteristic of the market advance this year is the fact a small number of stocks are contributing to the advance. Further, the stocks contributing the most to performance are mostly large capitalization companies.
In this article: AAPL, AMZN, MSFT, NVDA, META, GOOGL Also: SPX
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1 to 16 of 590 Posts
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