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Portfolio Manager & Principal, HORAN Capital Advisors
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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 ... more

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Consumers Are Buying
On a year over year basis total retail sales increased 6.6% as of the end of June.
Sentiment Is Widely Positive
The AAII report shows bullish individual investor sentiment jumped 15.2 percentage points to 43.1% this week.
Looking Under The Headline NFIB Small Business Optimism Index Level
Evaluating this type of data is useful in that it can provide some lead time into a potential slowing of the economy; hence, a negative impact on the equity market.
The Economy Is More Than Just Jobs But...
The job market is tight and a few yellow flags seem to be waving. On the other hand, much of the other economic and business news is favorable.
Dogs Of The Dow Living Up To Their Name This Year
So far in 2018, the Dogs of the Dow investment strategy is a losing one relative to the return on both the Dow Jones Industrial Average and the S&P 500 Index.
Oil Supply Continues To Trend Lower
The past few weeks have confirmed strong declines in oil inventory levels. Last week's draw-down was 9.9 million barrels and the prior week saw a contraction of 5.9 million barrels.
EC If Earnings Matter, Equity Valuation Looks Attractive
One would expect the market to react favorably to current rate of earnings growth. What may be occurring though is a market that is adjusting to a more normal level of earnings increases.
Large Swing To Bearishness And Market Rallies
The S&P 500 Index has moved higher for two consecutive days, assuming a higher close today (Friday) and seeming to find some support at the indexes 50-day moving average.
Sentiment At Some Prior Equity Market Peaks
The sentiment data is a contrarian measure and is most actionable at its extremes.
Manufacturers' Optimism At Record High Too
The National Association of Manufacturers released their Second Quarter Outlook Survey today and reported manufacturers' optimism registered 95.1%, the highest level ever recorded in the 20-year old survey.
A Little Perspective And Balance Would Be Useful
After the strong January performance, both February and March were down months while April, May and so far in June have been up months for the S&P 500 Index.
Small Business Optimism: 2nd Highest Level In 45-Year History
Today, the National Federation of Independent Business (NFIB) reported the May Small Business Optimism Index increased to the second highest level in the survey's 45-year history.
Another Look At Growth Versus Value
I believe one of the most difficult projections to get correct is drawing a conclusion about the growth versus value equity style.
One Chart Will Not Predict The Next Recession
For the second straight month, more jobs are available than those unemployed and actively looking for work.
Record Levels Of Strength In Economic Sentiment Reports
The Quality of Life Index hit a 14-year high with the May report and the Financial Stress Index is at a record low for that index.
Only The Good News
The economy is decidedly positive, from my perspective this good news does not seem to get much press.
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