OVERVIEW Following on our series that was produced this year called “The Book of Great,” which discussed 10 separate dynamics that developed in 2020, we believe 2021 represents a year of multiple transitions—“The Gateway to the New Frontier.” First and foremost, we believe this transition develops away from peak uncertainty to a more certain, albeit curious, environment. This would begin…
Golden Capital Portfolio continues to outperform the benchmark S&P 500 Return On Invested Capital year-to-date. In my most recent...
Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...
Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
Public Service Announcement: Watch The VIDEO HERE! Bear markets happen, on average, once every 4.1 years. There have been...
The S&P 500 Index is up to a record 53 new all-time highs by the end August, topping...
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
The ECI is the best measure of wage growth, but you still need to look under the hood, not...
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