VCR News and Press, Vanguard Consumer Discretion From 11/23/21

Both Rivian Automotive and Lucid Group are typical “bubble stocks.” Many investors clearly think that Lucid and Rivian are “the next Tesla,” and therefore they will race up in price to have similar market valuations. Due to an acute shortage of lithium-ion ...

Investors in 2022 should prepare themselves for lower rates of S&P 500 EPS and revenue growth. It’s a “return-to-normal” market. Financial sector EPS growth is negative since reserve releases are probably expected to be much lower in 2022. Energy and Basic...

If my assumption is correct, the COVID-19 crisis pushed the global markets into a 6+ month Summer, Autumn, and Winter seasonal cycle. My belief is the COVID-19 crisis created a full Kondratieff Seasonal rotation in the global markets. As we explore the Kondratieff Seasonal cycles ...

Supply chain bottlenecks are hitting sectors including labor, microchips and housing. Some of these disruptions will be around for the longer term, and investors should think about what they mean for portfolios. ETFs can help provide diversified, low-cost access to targeted sector...

Wednesday's October retail sales report showed a strong retail sales increase, month over month (MoM) of 1.7% and a year over year (YoY) increase of 16.3%. Quarterly earnings reports are peaking and inflation is creating a favorable variance to reported earnings for companies. In ...

October data for the labor market and the industrial sector continue to paint a bright profile of recovery in absolute and relative terms vs. previous economic expansions. The good news is that the labor market is still rebounding at the strongest pace relative to previous US expansio...

Naturally, consumers might respond to the world economy’s logistical nightmare by pulling forward demand, as Economists would say. Most years, there’s an increase of varying levels from September to October not accounting for any seasonality. Retail sales have been o...

Total retail sales jumped by 1.7% in October from September, by 16.3% from October a year ago, and by 22% from October 2019, to a record $638 billion (seasonally adjusted), according to the Census Bureau today. Miscellaneous store retailers sales in October spiked 2.8% from September,...

Retail sales and food-services spending rose 1.7 percent in October following a 0.8 percent gain in July and a 1.2 percent increase in August. Most categories were up in October with ten posting gains, two showing declines, and one essentially unchanged. The economic outlook is fo...

Emerging consumer trends this holiday season. How retailers are coping with supply crunch for the holidays. What brands are best positioned to pass on higher cost to customers? For further details see: Who Will Be The Winners And Losers Of This Holiday Season?