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Stocks Surge: Strong S&P 500 Earnings Growth Expected, Headline Scares With Inflation Tamed, Interest Rates Still Low

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Image Source: BLS. The pace of inflation looks like it may slow down considerably in 2023 as sequential monthly increases pause their advance. The Consumer Price Index (CPI-U), seasonally adjusted, paused its advance during the month of July, and the markets have generally reacted positively to the news. We’re reiterating our view that inflation is not necessarily bad for the markets over the long haul, and while it may take some time for companies to sort out higher prices across their input bases, inflation is not a new challenge for the markets at all, and the best way for investors to combat inflationary tendencies, by and large, is via stocks, which generate nominal earnings, whose equity prices are quoted nominally, … Read more

Dividend Growth Idea Lockheed Martin Doing Its Best to Arm Western Allies

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Image Shown: Dividend growth idea Lockheed Martin Corporation is very shareholder friendly. The defense contractor is doing its best to arm Ukraine and other Western allies during these difficult times. Image Source: Lockheed Martin Corporation – First Quarter of Fiscal 2022 IR Earnings Presentation By Callum Turcan The Russian invasion of Ukraine in February 2022 and simmering geopolitical tensions in East Asia between Western aligned nations and China over Taiwan and other issues have created a backdrop that is conducive to significant increases in national defense spending. Though we hope peace prevails soon, the realities on the ground in Ukraine and elsewhere call for North Atlantic Treaty Organization (‘NATO’) member nations and other Western aligned nations to ramp up their … Read more

Is It Time or Timing in the Market?

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Image Source: Dimitris Kalogeropoylos By Brian Nelson, CFA Since joining the workforce after undergraduate studies, those that will be turning 30 years’ old during 2017 will have never witnessed a meaningful bear market, large down year, or even a substantial “correction” in the stock market during their working lives. That’s right — many workers that were born in the mid-1980s when Ronald Reagan was President are probably starting to believe that they’ve found the secret to investing success and that broader US markets only go up (or down just a little at times, but they always recover and go higher). No matter if this assessment of their opinion of the markets is true or not may not matter. At the … Read more

Podcast: FALLACY of Index Funds!

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The Valuentum Analyst team digs deep into the logical fallacy that paved the way for index funds, and the very real risks investors take while driving with their hands off the wheel looking only through the rear-view mirror. Summary Please read the first 3 minutes of the presentation (there is no audio at the beginning). Pause the program if you require more time to read. If you still don’t see the FALLACY that paved the way for the creation of index funds, be sure to comment below. The last 10 minutes of the program comprises a discussion by the Valuentum team of active versus passive. Looking forward to a good discussion. Please be sure to view the transcript below if … Read more