David Templeton | TalkMarkets | Page 17

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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257 to 272 of 590 Posts
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Manufacturers And Small Businesses: Widespread Optimism
Sunday, June 16, 2019 10:05 PM EDT
America's business leaders are growing more worried that the United States will enter a recession by the end of 2020. Their primary fear: protectionist trade policy.
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Seems All About The Fed At The Moment
Monday, June 10, 2019 4:12 AM EDT
Since the Federal Reserve began raising the Fed Funds rate in December 2015, there have been nine rate increases.
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There Are Some Positive Data Points
Friday, May 31, 2019 4:32 AM EDT
With both the S&P 500 Index and the Dow Jones Industrial Average Index down a little over 5% in the month of May and with only one trading day remaining, highlighting the negative news might be somewhat attributable to confirmation bias.
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Investors Increasingly Bullish On Stocks, But Outflows Continue From Equity Funds
Sunday, May 12, 2019 9:08 PM EDT
This past week saw the AAII individual investor bullish sentiment move higher to 43.1%. This pushed the bullish reading above its average reading of 38.5% but still below the overly bullish +1 standard deviation level of 48.3%.
In this article: SPX
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Hiring Continues To Lag Growth In Job Openings
Thursday, May 9, 2019 7:50 AM EDT
In the recent Job Openings and Labor Turnover Survey, the level of openings increased by 346,000, while job hires feel 35,000.
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Equity Fund And ETF Flows Remain Negative
Sunday, May 5, 2019 10:23 AM EDT
Year to date combined mutual fund and ETF fund flows show investors continue to be net redeemers of equity funds, both international and U.S. domestic of $30.5 billion. Investors have been net purchasers of bond or fixed income investments.
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Economic Expansion To Continue
Sunday, April 28, 2019 8:27 PM EDT
In this interview, Nancy Lazar remains bullish on the U.S. economy and sees improvement in productivity and improvement in the labor force participation rate supporting low inflationary growth.
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Dogs Of The Dow Lag Broader Market
Saturday, April 27, 2019 5:38 PM EDT
The magnitude of the market strength this year and the Dow Dogs' income focus are contributing to the underperformance of the Dow Dogs
In this article: JPM, MRK, VZ, CVX, IBM, KO, PG, CSCO
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A High Neutral Sentiment Level Indicative Of An Indecisive Investor
Friday, April 26, 2019 10:58 AM EDT
Earlier this week the American Association of Individual Investors reported the results from the weekly Sentiment Survey. The report noted the bullish sentiment level was 33.5%, which certainly indicates individual investors are not overly bullish.
In this article: SPX
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The Tax Cut And Jobs Act Is Distorting 2019 Estimated Earnings Growth
Monday, April 15, 2019 3:01 AM EDT
2018 earnings saw a significantly higher pace of growth due to the passage of the Tax Cuts and Jobs Act that lowered the corporate tax rate. This provided an earnings tailwind for companies.
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Negative Equity Flows Indicative Of A Cautious Investor
Friday, April 12, 2019 5:50 AM EDT
Market peaks, even if only short term, tend to occur when individual investor bullish sentiment is at an extreme.
In this article: RSP, AGG, IEI, IWM, SHY, TLT, XLG, SPX
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JOLTS Weakness, But A Month Is Not A Trend
Wednesday, April 10, 2019 4:35 AM EDT
The February Job Openings and Labor Turnover Survey showed a drop in openings of 538,000.
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Tactical Asset Allocation Can Add Value To Portfolio Return
Monday, April 8, 2019 7:39 AM EDT
A potential downside for investors employing a strict longer-term strategic investment allocation based on a specific benchmark or index is that the strategy fails to incorporate shorter-term tactical changes.
In this article: ACWI
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Economic Expansions Don't Die Of Old Age
Sunday, April 7, 2019 12:41 PM EDT
The 3-month Treasury interest rate surpassed the 10-year rate and this resulted in a 3-month/10-year inversion of the yield curve, the first since 2007. The inversion unwound as the curve steepened, moving higher in the 10-year yield.
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Stock Buyback Boom In 2018
Tuesday, March 26, 2019 11:59 AM EDT
The level of buybacks provided a tailwind for earnings growth in the fourth quarter as well as the entire calendar year 2018.
In this article: MRK, WFC, AAPL, MSFT, ORCL
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The FAANG Trade In Focus Again
Sunday, March 17, 2019 4:36 PM EDT
Since the equity market peak in the third quarter of 2018, the average return of the FAANG basket of stocks has underperformed the broader S&P 500 Index. With the FAANG's return to the upside, the basket has resumed its outperformance.
In this article: AAPL, AMZN, GOOG, NFLX, META, GOOGL
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257 to 272 of 590 Posts
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