David Templeton | TalkMarkets | Page 3
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

All Contributions

Latest Posts
33 to 48 of 590 Posts
<<< 1 2 3 4 5 ... 37 >>>
Eyes On A Fed Pivot This Week
The importance of a Fed pivot is the fact a change in the Fed's pace of future interest rate increases might have a positive influence on stock prices.
Back To Normal
The move higher in interest rates has contributed to the very weak performance of most investment categories or asset classes.
Housing Market Continues To Weaken
The Federal Reserve's aggressive push higher in the Fed Funds rate has resulted in mortgage interest rates following suit and rapidly moving higher as well.
Employment Data Nearing Recession Signal
This past week the Federal Reserve instituted another 75 basis point (.75%) Fed Funds rate hike, the fourth of this magnitude and the six hike this year.
Dogs Of The Dow: An Outperforming Strategy In 2022
With two months left in the year, the 2022 Dogs of the Dow continue to maintain an impressive performance advantage over the Dow Jones and S&P 500 indices.
Dogs Of The Dow: A Leading Strategy In 2022
At that time the Dow Dogs strategy had a positive year-to-date return versus the negative return of the Dow Jones Industrial Average Index and the S&P 500 Index.
Job Market May Be Weakening
The Challenger Layoff report for September shows job cuts increased 46% month over month and 68% year over year.
Equity Market Testing June Low
The month of September is living up to its reputation as one of the worst-performing months of the year.
An Economic And Market Environment Difficult To Evaluate
An article I published earlier covered whether or not the economy was in a recession and highlighted some of the difficulty in assessing economic data. An equity market recovery seemed to be unfolding after the June low before selling off in August.
Market Turns Lower On Fed Comments
It is clear the Fed views inflation as a continuing issue and Friday's market reaction was in response to an expectation of further interest rate increases ahead.
Recession Or Not
Undoubtedly the current investing environment for investors is as tough a one as there has been for some time.
Small Businesses In A Sour Mood
A net negative 61% of small business owners are expecting better business conditions over the next six months. This is the lowest reading recorded for this measures since the survey's inception 48 years ago.
Investors Remain Bearish, Maybe A Positive For Equities
Both individual and institutional investors have been expressing a low level of bullishness, levels generally associated with equity market bottoms.
Investor Sentiment Remains Decidedly Bearish
Both individual and institutional investor sentiment are expressing bearishness on future equity returns.
Maybe The Beginning Of An Equity Market Recovery
The S&P 500 Index closed up 6.33% for the week ending June 24, 2022. For investors, this feels like an enormous win after the market was down -10.93% in the prior two weeks.
Might An Equity Market Bottom Be Near?
It has been nothing short of a difficult start to the market for the first half of this year.
33 to 48 of 590 Posts
<<< 1 2 3 4 5 ... 37 >>>