Weekly Commentary

The Earnings Boom Is Here

The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021's first quarter has the makings of another potentially great earnings season. ...

Raising Forecasts…Again

The U.S. economy's recovery from the pandemic continues to surpass our expectations, aided by the accelerating vaccine distribution, massive stimulus, and America's desire to resume some semblance of normal daily life. ...

Markets Shrug Off Debt Levels

The level of US debt, already elevated before COVID-19 hit, skyrocketed as Congress put into place much needed fiscal stimulus in response to the pandemic, and it may jump again as the Biden administration targets its stimulus goals. ...

Small Caps Still Solid

Small caps have had an incredible run since the Russell 2000 Index bottomed on March 18, 2020, returning 119% compared to the S&P 500 Index's 60% return over the period. ...