David Templeton | TalkMarkets | Page 16

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
Following: 54 Followers: 2857

All Contributions

Latest Posts
241 to 256 of 590 Posts
<<< 1 ... 14 15 16 17 18 ... 37 >>>
Recession Talk Again
Sunday, September 8, 2019 10:46 AM EDT
It seems much of the discussion and commentary recently is focused on an imminent recession partly precipitated by the consequence of an inverted yield curve.
In this article: SPX
Read
Diverging Confidence Reports, But Favorable Employment Environment
Thursday, September 5, 2019 6:00 AM EDT
Two reports on consumer confidence were reported last week with The Conference Board's report early in the week.
Read
The Mixed Economic Data Presents A Challenge For Investors
Friday, August 23, 2019 9:07 AM EDT
Thursday's release of the Conference Board's Leading Economic Indicators Index (LEI) shows an increase in the LEI for July of .5%.
In this article: SPX
Read
Compensation Growth Supporting Strong Retail Sales Environment
Sunday, August 18, 2019 7:28 PM EDT
The market lost ground for the third consecutive week last week, down 2.93%. In spite of the recent weakness, equities continue to show respectable returns this year with the S&P 500 Index up 15.23%.
In this article: SPX
Read
The Yield Curve Dominates The Narrative
Sunday, August 18, 2019 5:00 PM EDT
A flat to inverted yield curve is one signal that economic growth may slow in the future.
In this article: IEF
Read
Investor Sentiment Has Reached An Extreme And Not A Bullish Extreme
Thursday, August 8, 2019 10:50 AM EDT
AAII is reporting individual investor bullish sentiment declined a sizable 16.8 percentage points to 21.7% in the week ending 8/7/2019.
In this article: SPX
Read
High Consumer Confidence But Not Too Bullish Of An Investor
Saturday, August 3, 2019 6:14 PM EDT
Just as the services sector carries more weight in the economy, the consumer continues to account for a larger portion of GDP. Today the consumer (PCE) is nearly 70% of GDP.
In this article: SPX
Read
Economic And Company Data More Positive, But Headwinds Exist
Tuesday, July 30, 2019 5:36 AM EDT
One area of the economy in both the U.S. and abroad that has garnered heightened attention of late is the manufacturing sector.
Read
Low Bullish Investor Sentiment And Equity Fund/ETF Outflows
Friday, July 26, 2019 4:38 AM EDT
In the most recent report on investor sentiment by the American Association of Individual Investors, individual investors continue to express a low level of bullish sentiment.
In this article: SPX
Read
Buybacks Down In First Quarter 2019, But Remain Near A High
Saturday, July 20, 2019 6:21 PM EDT
Late last month S&P Dow Jones Indices reported preliminary dividend and buyback results for the S&P 500 Index for first quarter of 2019. On a quarter over quarter basis dividends declined by $2.48 billion.
Read
Summer 2019 Investor Letter: A Rate Cut Seems Near
Saturday, July 20, 2019 1:25 AM EDT
The headwind created by the trade and tariff issues formed a heightened level of uncertainty facing the economy and the market; however, the stock market, yet again, scaled the proverbial “wall of worry” over the first six months of this year.
Read
Dividend Payers Return Lags The Return Of The Non Dividend Payers
Monday, July 15, 2019 11:00 AM EDT
Although the dividend payer underperformance is fairly significant, historically, in a market pullback dividend-paying stocks have a tendency to hold up better than the broader market.
In this article: DVY, SDY, NOBL
Read
Earnings Growth Expected To Increase From Here
Monday, July 15, 2019 5:03 AM EDT
Second-quarter earning season kicks into gear in the coming week and a lower bar seems set by a number of firms.
Read
Investors Are Selling Equities: Not A Typical Behavior At Market Tops
Saturday, July 13, 2019 9:44 PM EDT
In this week's ICI fund and ETF flow/issuance report, equity out flows totaled a sizable $28.8 billion. This flow data makes it difficult for me to believe the equity market has reached a top.
In this article: SPX
Read
Dogs Of The Dow Update: As Of June 21, 2019
Sunday, June 23, 2019 6:52 PM EDT
With the first half of 2019 nearing an end, the Dogs of the Dow strategy is keeping pace with the Dow Jones Industrial Average Index. However, the Dow Dogs for 2019 trail the return of the broader S&P 500 Index.
In this article: PFE, VZ, NFLX, META, CVX, IBM, JPM, KO, MRK, PG, XOM, CSCO, DIA, SPY
Read
Understanding The Purchasing Managers Index
Saturday, June 22, 2019 5:54 PM EDT
No one variable provides the key to the future direction of the economy or market. However, an economic data point that get a lot of attention is the Purchasing Mangers Index for both manufacturing and non-manufacturing parts of the economy.
Read
241 to 256 of 590 Posts
<<< 1 ... 14 15 16 17 18 ... 37 >>>