Weekly CEO News from Richard Ingram
March 16, 2018

Stocks drifted lower as investors pondered the impacts of tariffs, White House drama, and rising interest rates. Secretary of State Rex Tillerson was fired by President Trump on Tuesday, while Chief of Staff John Kelley told officials that there were

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Homebuilders’ confidence data for March was solid. Does this imply that builders are shaking off worries associated with rising costs of materials owing to new tariffs on lumber, aluminum and steel as well as apprehensions related to higher mortgage rates?

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ECRI’s WLI Growth Index which forecasts economic growth six months forward remains in expansion. Analyst Opinion of the trends of the weekly leading indices This index is indicating modest growth six months from today. Here is this week’s update on

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For 8 years, we took every opportunity to point out that under Barack Obama’s administration, US debt was rising at an alarmingly rapid rate, having nearly doubled, surging by $9.3 trillion during Obama’s 8 years. It now appears that the trajectory

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There are many stocks that are beloved by income focused investors, one group of those are the so called Dividend Aristocrats — companies that have raised their payout for at least 25 years in a row. An even more elite

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In response to a couple of client queries, we’ve slowly built up some indicators for this still very nascent market. This article follows on from a previous piece we did charting the rise of Bitcoin. While that article focused more on

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In February 2018, it was like old times for the US industrial sectors. Prior to the 2015-16 downturn, the otherwise moribund economy did produce two genuine booms. The first in the auto sector, the other in energy. Without them, who

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Rising trade tensions contributed to this week’s decline. The S&P 500 closed Friday above Thursday’s close, but fell 1.24% from last week. The index is up 2.08% YTD and is 4.2% below its record close. The U.S. Treasury puts the

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Despite much ballyhoo over yield curve steepening, the chart shows significant flattening process is still underway. At the current rate, the US treasury yield curve will achieve perfect flatness in mid-2019. That’s what the long-term trend on the long-side, coupled

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