David Templeton | TalkMarkets | Page 8

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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113 to 128 of 590 Posts
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Small Improvement In Small Business Optimism, But Large Positive Labor Market Signs
Wednesday, April 14, 2021 6:10 AM EDT
The March NFIB Small Business Optimism Index increased to 98.2 compared to the prior month reading of 95.8. The report notes seven of the 10 index components had improvements.
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Positive Job Market Developments: Openings And Quit Rate Are Increasing
Saturday, April 10, 2021 4:39 PM EDT
The February Job Openings and Labor Turnover Survey (JOLTS) was released showing job openings continued to increase.This is a positive sign that economic activity is increasing and businesses are experiencing increasing demand.
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Individual Investor Sentiment Is Elevated
Thursday, April 8, 2021 5:56 PM EDT
The  American Association of Individual Investors reported a jump in bullish sentiment to 56.9%.
In this article: SPX
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So Far, A Better Year For The Dogs Of The Dow
Saturday, April 3, 2021 5:27 PM EDT
In 2020 the Dogs of the Dow strategy significantly lagged the return of the broader S&P 500 Index. For the 2020 calendar year the Dow Dogs returned a minus 8% versus the S&P 500 Index return of 18.4%.
In this article: CVX, IBM, XOM, CSCO, SPY
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A Change In Equity Market Leadership Is A Positive
Thursday, April 1, 2021 6:15 AM EDT
Broader market participation is a positive sign for equities. I repeat this often though, and that is, the market will not go up in a straight line in spite of the strong returns since the March low last year.
In this article: AAPL, AMZN, MSFT, NFLX, META, GOOGL, PKW, RSP, SPX
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The Consumer Is Spending, A Major Driver To The Economic Recovery
Wednesday, March 31, 2021 4:29 AM EDT
Consumer confidence has yet to reach the higher pre-pandemic level, but it is moving up from its low after not declining as much as it did during the financial crisis. CEO confidence on the other hand is near a record high.
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Oil Inventory Level Remains High Potentially Limiting Steeper Rise In Energy Prices
Monday, March 15, 2021 4:55 AM EDT
A number of factors will influence the price of oil over time, but the supply level and active rig count provide useful insight. Other variables come into play as well, like Middle East conflicts and the level of the U.S. Dollar.
In this article: OIL, UCO, USO, UGA
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Equity Market May Be Entering A Period Of Further Strength
Monday, March 8, 2021 4:23 AM EDT
Going back to 2016 I was writing about the current bull market that began in 2013 and how it resembled the bull market of the 1950's and 1980's.
In this article: SPX
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Ernings Growth Supports Strong Equity Market Advance
Saturday, March 6, 2021 4:55 PM EDT
Fourth quarter 2020 earnings reports are nearing an end as 495 companies in the S&P 500 Index have reported results. Refinitiv's report dated March 5, 2021 notes results have come in better than history.
In this article: SPX
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Spiking The Punch Bowl
Friday, March 5, 2021 9:04 PM EDT
The dollar level of actual savings is running at an annual rate of $3.9 trillion. At the height of the pandemic the savings rate was over $6 trillion.
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Economically Sensitive Stock Market Sectors Lead Performance
Wednesday, March 3, 2021 8:58 PM EDT
A market pullback would not be a surprise and would certainly be healthy; however, if many are waiting for a pullback, it could come from a higher price level.
In this article: XLB, XLE, XLF, XLI, XLK, XLP, XLU, XLV, SPX
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Travel And Leisure Companies Should Benefit From Satisfying Pent-Up Demand
Sunday, February 28, 2021 4:57 AM EDT
The travel and leisure segments of the market may be some of the most value oriented ones as their business has essentially been shutdown due to the COVID-19 virus.
In this article: CCL, EXPE, NCLH
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Value Stocks Outperforming For Now
Friday, February 26, 2021 3:47 AM EDT
Large cap value stocks have come to life this year after underperforming growth for most of the last 15-years.
In this article: SPX Also: IWM, MDY
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Interest Rates Pressuring Bond Returns
Monday, February 22, 2021 6:35 AM EDT
It is not uncommon for the yield curve to steepen as the economy exits a recession and transitions into expansion mode. After another Fed induced yield curve inversion in August of 2019, the economy dipped into a recession at the end of 2020.
In this article: DBC, ZROZ
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High CEO Confidence Not Reflected In Consumer Confidence
Sunday, February 21, 2021 2:19 PM EDT
Last week, the Conference Board reported the Measure of CEO Confidence for the first quarter of 2021 to be at 73, a 17-year high for the reading. As the Board notes, readings above 50 reflect there were more positive than negative responses.
In this article: SPX
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Continued Deterioration In Small Business Optimism
Tuesday, February 9, 2021 11:14 PM EDT
Today's Small Business Optimism Report by the National Federation of Independent Business (NFIB) shows continued deterioration in business owners' optimism in January.
In this article: SPX
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