insight

Weekly Research Briefing: Watching the Balloon

Inflation watching has become the newest, favorite pastime of the markets, the press, and the politicians. And it should be important because inflation is a hidden tax against our earnings and savings.

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insight

Weekly Research Briefing: Got Popcorn?

An appropriate movie line for a current look at the movie theater industry. This is an easy look because we have some direct comps and mergers and acquisitions have run through the movie theater industry forever. I put pen to paper because I was interested.

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insight

Weekly Research Briefing: Coasting Into Summer

Our most deserved summer ever officially starts this weekend. I am guessing that many of you will be heading out to set up your permanent summer residences for the day that your kids start screaming Alice Cooper lyrics. Trading volumes will begin to evaporate quickly mid-week and may not return until September with the occasional spurt of activity around employment and inflation releases and a bit during the July earnings reporting season.

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insight

Weekly Research Briefing: Not Green or Red

Yellow would be my blended portfolio risk advice these days. While there are some areas of the financial market to remain invested into, increasingly, there are more areas to dial back on or avoid completely. Read more in our weekly market commentary.

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insight

Weekly Research Briefing: The Rotation Accelerates

Even Metallica sounds like Alvin and the Chipmunks at 78 rpm. Sometimes the talking heads on Financial TV sound like Alvin trying to get every word in to explain how their growth stocks can justify current valuations. But it doesn't matter how fast they talk and how many points they make, the market doesn't want to own growth stocks right now. It wants to own businesses where earnings growth is accelerating and where inflation protection might exist.

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insight

Weekly Research Briefing: You're Hired

In this week's market commentary we discuss how the economy is moving and employment has strengthened. Even the most damaged industries are showing signs of recovery.

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insight

Weekly Research Briefing: Time to Fly

So where to go? Maybe start with the I's: Italy, Ireland, and Iceland? As announced on Friday, the E.U. is now opening this summer to U.S. tourists. So, grab a roller bag and your proof of vaccination because it is time to hit the skies. I would expect the U.K. to follow very soon in allowing U.S. visitors so that they can fill Heathrow and Gatwick airports and grab some the U.S. tourist dollars gushing like Trevi Fountain.

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insight

Weekly Research Briefing: Haunted

"I’m haunted by my 2020 capital-gains tax."(WSJ) Could there be a more epic quote for the current state of the financial markets? I could not stop thinking about this quote all weekend. I wish that I could time machine this trader back to 2008 or 2000 and have him experience an 80-90% drawdown in a world-leading company. We are so past closing time for this speculative merry-go-round. But as we all know, the ride can last longer, and the quotes can get more outrageous so keep the tapes rolling.

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