David Templeton | TalkMarkets | Page 11

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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161 to 176 of 590 Posts
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So Far Not A Year For The Dogs Of The Dow
Monday, August 17, 2020 7:02 AM EDT
This year has not been a good one for the Dogs of the Dow strategy. A number of reasons can be cited, like energy sector weakness and both Chevron and Exxon Mobil included in the strategy this year or Cisco and IBM a part of the Dow Dog portfolio.
In this article: CVX, IBM, PFE, XOM, AAPL, CSCO, MSFT, DIA, SPX
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A Healing Job Market
Saturday, August 15, 2020 5:58 PM EDT
Initial jobless claims for the week ending August 7 were reported at 963,000, a far cry lower than the nearly 7 million claims filed at the peak of the pandemic shutdown in March/April. Although last week's claims level is too high, it is declining.
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Economic Tailwind Contributing To Favorable Equity Market
Friday, August 14, 2020 2:46 PM EDT
The equity market seems to be voting that the economy is continuing to regain its health.
In this article: SPX
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VIX/VXV Level Warrants Investor Attention
Sunday, August 2, 2020 5:59 PM EDT
July's return for the S&P 500 Index of 5.64% pushed the index into positive territory for the year, returning 2.38% year to date. More impressive is the S&P 500's return since the March 23 low at +46.2%.
In this article: VIX, VXV Also: SPX
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Market Climbing A Wall Of Worry: Weakening Bullish Investor Sentiment
Friday, July 31, 2020 5:41 AM EDT
AAII reported bullish investor sentiment fell 5.83 percentage points to 20.23% in the Sentiment Survey release yesterday.
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An Economic Tailwind Would Be Favorable For Stocks
Sunday, July 26, 2020 3:43 PM EDT
With the consumer accounting for nearly 70% of economic activity, the jobs report came in on the disappointing side. With governors continuing to pause reopening of their respective states, it is not a surprise that the jobs report disappointed.
In this article: SPX
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Strong Rebound In The June NFIB Small Business Optimism Index
Wednesday, July 15, 2020 6:33 AM EDT
I still believe the recent economic data is experiencing a "V-shaped" recovery and the equity market seems to concur. So many times though, we do note the market and the economy do not always react to the same information.
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Mutual Fund And ETF Flows Don't Favor Stocks
Sunday, July 12, 2020 1:00 AM EDT
As is said from time to time, a picture is worth a thousand words and one simply needs to look at mutual fund and ETF flows to see the truth behind the statement.
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The "V-Shaped" Recovery Continues: Now It Is The ISM PMI And Non-Manufacturing Index
Monday, July 6, 2020 6:36 PM EDT
So long as virus issues are contained to a small number of hotspots, the current recession may be a short lived one.
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A Healing Job Market And Economy But Poor Investor Sentiment
Friday, July 3, 2020 5:22 AM EDT
It is hard not to look at much of the recent economic data and not come to the conclusion a V-shaped recovery seems to be unfolding.
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Leading Economic Index Joins The "V-Shaped" Data Recovery
Monday, June 22, 2020 4:59 AM EDT
The LEI rose 2.8% in May after falling 7.5% in March and down 6.1% in April.
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Individual Investors Expressing Equity Market Skepticism
Thursday, June 18, 2020 11:05 AM EDT
Individual investors continue to express a low level of enthusiasm for stocks if the AAII sentiment survey is any indication.
In this article: SPX
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Market Telegraphing A 'V-Shaped' Economic Recovery?
Wednesday, June 10, 2020 5:32 AM EDT
If one is only looking at the stock market, that is the S&P 500 Index, a 'V-shaped' recovery has unfolded off the March 23 low.
In this article: SPX
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Individuals Save In April With Many Businesses Shutdown
Monday, June 1, 2020 6:05 AM EDT
Last Friday's April Personal Income and Outlays report from U.S. Bureau of Economic Analysis reported a significant month over month increase in personal income, up 12.9% and an big increase in savings as a percentage of disposable income, up 33.0%.
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Negative Interest Rates And The Impact On Investor Investment Choices
Saturday, May 30, 2020 5:25 PM EDT
Earlier this month Federal Reserve Chairman Powell, stated the Federal Reserve is not considering moving the Fed Funds Rate to a negative level though. Yet, rates in the U.S. are near zero with the Fed Funds target rate at .25% or 25 basis points.
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JOLTS: How Quickly Things Can Change
Saturday, May 16, 2020 1:26 PM EDT
Just months ago, I was writing about the job market and the that the number of job openings continued to exceed the number of those unemployed. This had been the case since 2018, and was a sign of a strong economy. How quickly the tide can go out.
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161 to 176 of 590 Posts
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