Early in my career I was a “fundamental” analyst. This meant pouring through financial statements, digging into what made an industry work, making economic predictions, and then applying that to the earnings of a specific company. I quickly learned how hard it was to consistently be right (or
Super Bowl 51 was arguably the best Super Bowl of all-time. It gave us the biggest comeback ever along with the first Super Bowl to go to overtime. At the same time we saw Tom Brady move into sole possession of several individual Super Bowl records (despite a very
We learned this morning the US added an estimated 227,000 jobs in the month of January. Of course we have both sides taking credit for this impressive number. The Democrats say it is the result of President Obama’s policies and cite the “record setting” job
For the most part investors have been focusing on all of Donald Trump’s “good” policies since his election. Things such as mass tax cuts, infrastructure spending, and cuts in regulation in theory would provide a strong boost to the economy. (I say “in theory”
While many people (including this writer) have been too quick to dismiss the “animal spirits” following the election of Donald Trump, something has been happening beneath the surface — economic growth has been accelerating. The Conference Board Leading Economic Indicators have shown a strong pick-up in recent
