With the recent labor market slowdown in the past few weeks, the economy has come precariously close at times to ending the streak of declines in initial unemployment

The bad news on consumer spending and the labor market has been relentless in the last few weeks as an economic slowdown started in mid-June when COVID-19 cases

In Q2, most stock buybacks were suspended and there were share issuances to shore up balance sheets. That doesn’t support the thesis that stocks have only risen in

Usually, there isn’t unanimity in the Bank of America fund manager poll which asks which is the most crowded trade, but there was in July because of how

Headline initial jobless claims fell solidly which was better than expected, but total claims, when you include PUAs, barely improved. The labor market has stagnated for the past

In 1965 Warren Buffett’s partnership, then known as the Buffett Partnership, took control of a textile company named Berkshire Hathaway. The company was destined to go out of

2020 has been one of the most unusual years in decades. In the midst of a global pandemic and a recession, there has been excessive speculation in the

The labor market could be in trouble. It might be weakening which shouldn’t be surprising because over 1/3rd of the economy is facing an economic contraction due to

Table Of Contents What Is The Dividend Yield? How To Calculate The Dividend Yield With The Right Formula? Dividend Yield Example Calculation Dividend Yield: Sector Benchmark What Is

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