Stocks Diverge, Yields Rise, & Artificial Intelligence Theme Gains Traction
The S&P 500 Index gained +0.5% in May, outperforming the Russell 2000 Index’s -0.8% return. There was significantsector return dispersion with Technology, the
M. Chad Holland, CFA, CFP® June 19, 2023
Consumers Remain Resilient as the U.S. Economy Slows in Q1
The U.S. economy grew at a +1.1% annual rate in the first quarter of 2023, marking a decline from the +2.6% growth rate in the fourth quarter of 2022. It was
M. Chad Holland, CFA, CFP® May 23, 2023
Q1 2023 Earnings Season Recap & Management Commentary
More than 90% of S&P 500 companies have reported Q1 2023 earnings, with results exceeding expectations. Figure 1 shows 78% of S&P 500 companies reported Q1
M. Chad Holland, CFA, CFP® May 23, 2023
Alternative Data – Fewer Shipping Containers Arriving at U.S. Ports
This month’s chart explores an alternative dataset, the number of shipping containers coming into U.S. ports. Alternative datasets like this are often used by
M. Chad Holland, CFA, CFP® April 24, 2023
1Q 2023 Recap & 2Q 2023 Outlook
Financial Markets Start 2023 Strong But End the First Quarter on a Question Mark
M. Chad Holland, CFA, CFP® April 4, 2023
M. Chad Holland, CFA, CFP® March 14, 2023