High frequency data has been weakening for the past 3 weeks. We usually look at official stats, but the economy has shifted so quickly this year, we’ve moved

Let’s start with the most obvious confusion. JP Morgan stated the consensus is if the Democrats win the 2020 election it will be bad for U.S. stocks, but

It’s fairly obvious that when people who are unemployed stop getting the extra $600 per week from the federal government on July 25th, they will spend less unless

The June labor report was very strong. We will review it in this article. However, we can’t ignore the recent weakening in the data in the 2nd half

Jobless claims in the week of June 27th showed another poor result. At this rate, it will take months even to fall to the previous record high. In

There is extreme investor herding into the stocks least hurt (or even helped) by COVID-19. The CLOU cloud industry ETF is up 74% from its bottom in March.

If you are investing for the short term, you are betting on investor sentiment. This is a bet on what will go in and out of style on

The final June University of Michigan consumer sentiment report showed the overall confidence index fell from the preliminary reading of 78.9 to 78.1. It was still up from

In our previous article we mentioned ESG is the equivalent of going overweight tech and underweight energy. That makes this factor look like it’s following momentum more than

How Are Dividends Paid? As you learned in the previous lesson of the dividend investing course, a dividend is a payment that shareholders receive for their investment in

COVID-19 is still a crisis for a few southern and western states as the graph of new U.S. cases now has a 2nd hump. This isn’t a 2nd

Table Of Contents What Is A Dividend? Why Do Companies Pay A Dividend? And Why Some Don’t? How Often Are Dividends Paid? What Is A Dividend? A dividend

We usually don’t include quotes from investors, but these do an amazing job at measuring the market’s tone. A high yield portfolio manager at Diamond Hill Capital Management

What Is Value Investing? Value investing is an investment philosophy that consists of buying stocks that are trading for less than their intrinsic value. This simple yet effective

Do you know what the most successful companies in the world, such as Amazon, Facebook, Netflix, and Tesla have in common? They are founder-led companies (i.e., companies where

For investors (and indeed for everyone else) 2020 has been a year where a crisis seems to be followed by yet an even bigger crisis. It started with

While increasing regulations on financials have made investment far safer and less volatile, it has also made seeking alpha far more difficult. To earn higher returns on their

Recently, Finbox users have been asking us to add a metric called the Beneish M-Score to help them quickly identify companies that are likely manipulating their earnings reports.

The popular model on Wall Street is an asset light business which utilizes software. At first glance, you might be confused about why an investor would want less

The economy as a whole certainly hasn’t fully recovered from this recession, but some housing stats already have. The housing market came into this recession in fantastic shape

When inflation sets in, savings lose value, which can be devastating if it happens too quickly. Economists like to see a bit of inflation in an economy, since

The jobless claims report was terrible on a rate of change basis. This is only one week of bad data, but if it continues, we won’t see anywhere

The U.S. stock market is in a highly unusual state even though there has been little movement in the past couple days. In the AAII individual investor sentiment

The Redbook same store sales growth reading in the first week of June was one of the only indicators that showed a weakening trend. In the week of

It’s human nature to be biased towards constantly reinforcing prior beliefs. That’s why investing is so difficult. Even when you are invested in a company, you need to