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This Week: Looking Back and Ahead

Retail sales were up with the biggest monthly increase this year. Coming in at 0.6% above last month suggests that the economy is gaining speed and consumers are more active.

Core retail sales (which do not include food, construction, gas, and auto buying) moved up by 0.6% in July as well....

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This Week: Looking Back and Ahead

The question on the minds of many is whether or not the Federal Reserve can hikes rates again this year. The latest inflation report may put a kibosh on that thought for a while. While the Fed has set a 2% yearly inflation target, the latest Consumer Price Index rose...

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Download Our Latest Economic Commentary

Where we are now in this cycle is anyone’s guess. But one thing is for sure – the current expansion is getting long in the tooth as compared to historical cycles and as sure as the sun rises in the morning and sets in the evening, market and economic cycles...

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GDP – Not Going To Get Much Better

For all of the pomp and circumstance, all of the jobs gains, all of the discussion about how new rules and regulations are helping the U.S. economy, the final 1Q GDP came in at a very unimpressive 1.4%. While this was a bit higher than the expected 1.2%, it is...

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Wait – This Is Normalization?

We know that the Fed is in the process of “normalizing” rates and looking to start shrinking the $4 trillion+ balance sheet loaded with bonds that they have amassed over the past few years. It would seem logical that this would impact rates much more than it has. In fact,...

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Why You Should Listen to DHUnplugged

DHUnplugged is a podcast that I co-host with famed tech writer John C. Dvorak. Each Tuesday we discuss the latest news related and unrelated to business/investing. We cover the gamut of topics that are meant to entertain and educate.

Sometimes we get a bit off topic and wander into areas such...

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Some Thoughts on Traditional Robo Advice

Investors have a choice today that they did not have just a decade ago. They can seek investing and retirement planning guidance from a human financial advisor or put their invested assets in the hands of a robo-advisor – a software program that maintains their portfolio. When we talk about...

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Here Is What Is Wrong With IBM

Just a quick view of what is going on with IBM’s stock today.

While IBM has been busy buying back massive amounts of their stock, revenues have been on the slide. Yes, earnings have been somewhat consistent over time, but again it has been much more about financial engineering than anything...

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Wonky Data – The Unemployment Report

On one hand, the latest release of the March Unemployment report did not meet expectations for new hires. On the other, the unemployment rate dropped to 4.5% – far lower than most predictions.

This is one of the problems when there are many reports that the media covers. Just a few...

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An Update on “420” Stocks

Some of the best performing stocks from 2015 are starting to see a turnaround. Even as many states have legalized marijuana for either recreational use and/or medical use in the recent elections, there has been some very worrying signs that the Federal government is not too keen on any further...

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An Inside Look At The TDIMG Portfolio

The Disciplined Investor Managed Growth (TDIMG) Strategy has several diversifying components within the portfolios that we manage. Central to the strategy are the core stock holdings that are derived from a rigorous quantitative screen.

This screening process starts with a universe of over 5,000 publicly traded companies and searches for very...

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Stock Screen: Highest Effective Tax Rates

Considering the idea that there is a push by the Trump administration for tax reform along with tax reduction, we looked to a screen in order to find companies that may benefit. This was a topic of discussion on The Disciplined Investor Podcast (#494) and we promised to make that...

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