“Simple beats complex”

by Marketing | Jan 25, 2023 | Market Notes, Media Notes

Recession ‘with a small r,’ then ‘resiliency’ and a mild recovery     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is...

“Everyone knows that growth is slowing in Azure, investors just want to see that it is slowing less than anticipated”

by Marketing | Jan 25, 2023 | Market Notes, Media Notes

Microsoft Stock Turns Lower As Cloud Outlook Offsets Earnings Beat     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...

“Fundamentally, investors are starting to recognize the valuation of staples as a whole, which trade at a 25% premium to historical averages”

by Marketing | Jan 21, 2023 | Market Notes, Media Notes

U.S. consumer staples stocks limp after solid performance in 2022     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...

“Investors should focus on ‘sustainable yield’ amid low-return environment”

by Marketing | Jan 20, 2023 | Market Notes, Media Notes

Investors should focus on ‘sustainable yield’ amid low-return environment, says Aptus Capital’s David Wagner     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary...

[The possibility of the Treasury defaulting as the U.S. reaches its statutory maximum] “It’s unlikely as they’ll probably get a deal done”

by Marketing | Jan 18, 2023 | Market Notes, Media Notes

Treasury Says Extraordinary Measures to Avoid Default Start Thursday     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...

“Higher than expected interest rates pose a significant risk to the outlook for credit quality, loan growth and net interest margins”

by Marketing | Jan 13, 2023 | Market Notes, Media Notes

Bank earnings fail to impress investors as recession worries rise     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...