RZG News and Press, Invesco S&P Smallcap 600 Pure Growth From 09/02/22

Summary After gorging on +9% gains in the stock market (S&P 500 index) during July, investors suffered some heartburn pain in August (-4%). The indigestion really kicked in after Federal Reserve Chairman, Jerome Powell, gave a frank and candid outlook during his annual monetar...

Summary The slowdown we’ve seen lately is really a flatlining as goods consumption corrects down to trend and services corrects up to trend. ISM released its Manufacturing PMI for August and the report was just about as perfect as you could ask for. Stocks and bonds bot...

Summary Before the Great Financial Crisis of 2008-09, savers could easily invest in perfectly safe GICs, bonds and savings accounts with interest rates over 4%. The low rate revolution became a war on savers that lasted the better part of twelve years. The yield on the five-ye...

Summary In the wake of Jackson Hole and more hawkish than previously expected Fedspeak, the S&P 500 is on pace for its worst week since June. Bearish sentiment’s eight percentage point week-over-week increase was the largest since mid-June and the third weekly increase ...

Summary The market’s trend (based on the S&P 500 Index) has remained negatively skewed all along. The renewed slide in the stock market implies that the expected return for a relatively long holding period has popped. The recent downturn in market prices has taken s...

Summary Political Calculations' initial estimate of median household income in July 2022 is $78,532, an increase of $651 (or 0.84%) from the initial estimate of $77,881 in June 2022. July 2022 saw the typical American household gain positive traction with respect to inflation for ...

Summary Companies with enduring pricing power have the potential to perform well in the current environment. When stagflation strikes, companies with true pricing power have tended to perform well. Recent earnings reports are weeding out those that can preserve their profitabi...

Summary Only a few market events in an investor’s career really matter, and among the most important of all are superbubbles. These superbubbles are events unlike any others: while there are only a few in history for investors to study, they have clear features in common. ...

Summary Historically the worst month of the year for US stocks has been September. Will this September disappoint? Why has September been an underperforming month? It’s September again, so any number of articles will remind us that September has been the worst mon...

Summary If you want one asset class that has had a very good year, it’s the greenback or US dollar. If there’s one sign for a market reversal, I think it will eventually be accompanied by dollar weakness or a weaker UUP. Friday’s jobs report is a big deal ...