In the Long-Run the Market "Weighs"
There’s been a lot of negative news lately pertaining to dividends and earnings in the general market, but here is some evidence to the...
- Sep 20, 2019
Big Dividend Increases
It’s been another big week for macro market news, as the Jerome Powell-led Federal Reserve cut interest rates for a second time in 2019....
- Aug 13, 2019
On This Day in 1979
It was 40 years ago today, August 13, 1979, that BusinessWeek ran the infamous cover story titled The Death of Equities. Pointing to...
- Nov 28, 2018
An Economy Doesn't Run on Nostalgia
Antiquated trade policy and the politicization of markets have been a concern to us the last year or two, and that concern is certainly...
- Sep 24, 2018
Trade War on Track
The United States and China are getting closer to a full-blown trade war. President Trump imposed new tariffs on about $200 billion of...
- Feb 6, 2018
Some Volatility Thoughts
Yesterday the Dow Jones Industrial Average fell 1,175 points, marking its biggest one-day ‘point’ decline ever (not even close on a...
- Jun 27, 2017
Brexit
Last Thursday British voters decided to end their 43-year relationship with the European Union, surprising markets that had priced in as...
- Jun 1, 2017
Value Turn Coming?
Year-to-date through May 31st, the S&P 500 Growth Index is up 13.0%, while the S&P 500 Value Index is up just 1.8%. This...
- Sep 21, 2016
Fed Can't See Forest for Trees
The Federal Reserve decided today it once again will not raise interest rates. Nine years after the start of the financial crisis, eight...
- Feb 29, 2016
Dividends Are The Engine
For those of you who know our philosophy, you know we believe that quality, durable and growing dividend income is the engine of long...