- Economics
Productivity Is Key!
Jun 10, 2021Read MoreEconomists will tell you that there are only two ways to grow an economy: increase the number of people working (or more accurately, the aggregate number of ho…
- Investment Strategy
Quality Isn’t Just for Stormy Weather
Jun 3, 2021Read MoreWith over 98% of the S&P 500 now having reported first-quarter results, it seems like a good time to take stock. Data obtained from Bloomberg show that S&a…
- Investment Strategy
Bad Bull Market Decisions
May 27, 2021Read MoreBull markets are wonderful. Investors get richer. Mistakes get glossed over. Corporate America expands, and folks feel smarter. This one could last a lot longe…
- Investment Strategy
The Cream Will Rise to the Top
May 19, 2021Read MoreAround 20 years ago, when Farr, Miller & Washington was just about five years old, the capital markets were rocked by two of the largest corporate frauds i…
- EconomicsMonetary Policy
Dissecting the Inflation Data
May 14, 2021Read MoreThe markets were roiled this week by a hot inflation reading. The Consumer Price Index, or CPI, rose 0.8% in April compared to March, and the index was up 4.2%…
- EconomicsStock Market
Following the Money
May 7, 2021Read MoreEver wonder who owns all the stocks? Well, if you believe Fed data, it’s the well-to-do. In its Distributional Financial Accounts, the Fed provides quarterly e…
- Investment Strategy
Banks Still Waiting for Liftoff
Apr 21, 2021Read MoreThe banks have been reporting first-quarter earnings over the past week, and the results have been lackluster. But I’ll start with the good news. Credit is tre…
- Investment Strategy
Curb Your Enthusiasm? What I Didn’t Say on Halftime Report
Apr 15, 2021Read MoreOur great host Scott Wapner reported that a number of the big banks were issuing cautionary warnings on the stock market. Bank of America authored “Curb Your E…
- Stock Market
Entering Earnings Season
Apr 14, 2021Read MoreAs we get into the heart of the earnings season, we thought we’d take a final look at earnings estimates. The chart below shows that S&P 500 estimates have…
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