Recent Alerts
Issue #73: Growth + Inflation = Buy Value
At first blush, the May Employment Situation report released by the US Bureau of Labor Statistics (BLS) on Friday looks weak with total non-farm payrolls up +559,000 compared to the +675,000 the consensus had expected [...]
Active Total Return Portfolio Update: The Small Picture
Editor’s Note: If you’d like to download this issue in convenient, printable PDF format, please tap here. Earnings releases just haven’t been much of a catalyst for stocks so far this quarter. To date, over [...]
Issue #72 – Metals: Copper Turns Green
President Biden’s infrastructure plan has been revealed, and now Congress will have its say. As we noted here almost a year ago, an infrastructure plan has been on everyone’s agenda, with the main disagreement being [...]