WA Cares Fund Premium Program Delayed
Posted December 28, 2021 – Gov. Jay Inslee is Pressing Pause on the Washington Cares Fund Premium Program Gov. Jay Inslee, together with Senate Majority Leader Andy Billig and House Speaker Laurie Jinkins, released the following statements on delaying the Washington Cares Fund premium assessment: “I have been in ongoing discussions with legislators about the…
Fed Pivot is Timely and Welcome
500 Sector Level Profit Margins – Not All Sectors are Created Equal On Wednesday, December 15, 2021, the Federal Reserve doubled down on the rate of the asset purchase taper. They approved plans that will more quickly scale back their pandemic stimulus efforts, ending the asset purchases by March of 2022 instead of June. The…
The Surprising Benefits of Inflation Hitting a 39-Year High
Posted Friday December 10, 2021 As strong consumer demand and supply shortages continue to pressure prices on everything from food, energy, and automobiles, the U.S. Labor Department reported inflation for the month of November at a 39-year high of 6.8%. Despite the high inflation rates we have witnessed over the past year, the main driver…
Normalization of Earnings Growth will Dictate Style Performance in 2022
Posted November 17, 2021 – S&P 500 EPS Growth Comparison for 2021, 2022 & 2023 As a follow-up to last week’s Deflating the Fears of Longer-Term Inflation talking points, we are now well into the second half of Q3 2021 earnings season and if one thing has become crystal clear, it is that 2022 is…
2022 Market Strategy: Deflating the Fears of Longer-Term Inflation
Posted October 20, 2021 – Federal Reserve in Focus Again this Week with the November FOMC Meeting The Federal Reserve Open Market Committee has just wrapped up their November meeting and has made the asset purchase ‘taper’ official. There are 2 broad-based guideposts to keep in mind as investors and the Federal Reserve alike prepare…
Synergy Asset Management Focus Dividend Portfolio – Member in Focus PepsiCo Reports Q3, 2021 & Lifts its Outlook as Sales Rise
Posted October 21, 2021 –PepsiCo Member in Focus – Focus Dividend Portfolio PepsiCo, Inc. is one of the leading global food and beverage companies. Its complementary brands and businesses include Frito-Lay snacks, Pepsi-Cola beverages, Gatorade sports drinks, Tropicana juices, and Quaker foods. Until last week (October 14th), Shares of PepsiCo had lagged the industry year-to-date,…
Inflation: Here Today, Gone Tomorrow?
Posted September 30, 2021 Before buying into central bank assurances that inflation is transitory, we must remain vigilant of the fact that the largest risk facing the economy remains a policy misstep by the Federal Reserve in their anticipation of inflation. While most investors and strategists are all in agreement with the Fed that inflation…
Evergrande Property Developer Update
Posted September 24, 2021 Evergrande property developer in China (3333-HK) is a situation that has been monitored since Citron Research originally wrote a research piece on the indebted property developer claiming its business model was not sustainable. Short-seller Andrew Left of Citron Research warned investors about the growing risk of Evergrande almost 10 years ago….
Mega Cap Technology Stocks on the Rebound
July 26, 2021 During Q2, we maintained a positive outlook for the mega-cap tech names in our strategy, and our patience is now being rewarded as the rate of change on 10 years settles down driven by commodity price abatement as consumer demand begins to shift between high priced goods to services. Since the end of March…
Q2 Market Commentary
June 23, 2021 The second quarter under the Biden administration saw the economy continue to recover as vaccination rates continue toward an aspirational rate of getting at least 1 dose of coronavirus vaccine to 70 percent of adults by July 4th. With the Q1 passing of the $1.9 Trillion-dollar COVID bill, growth in U.S. government…
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