Sherwin-Williams (SHW) is a terrific company with all the growth and consistency characteristics that I prefer. Historically the company has grown at double-digit above-average rates. However, since coming out of the Great Recession the company’s earnings growth rate has accelerated
September 5, 2018
One year ago today, something broke. It wasn’t a big thing, practically a footnote seemingly not worth mainstream attention. Out of nowhere, the 4-week T-bill yield spiked. On Friday, September 1, 2017, the equivalent interest rate for the instrument was steady at
Things look pretty darn good for the U.S. economy. Unemployment rates are low, inflation-adjusted borrowing costs are practically zero, and corporate profit margins sit at record highs. U.S. consumers have taken notice. The recently released Conference Board reading for consumer
Though the U.S. auto industry is facing tough times given higher interest rates, rising vehicle prices and the threat of tariffs on auto imports, it has shown resiliency. Auto sales in August are expected to rise 1.2% and 0.8%, respectively,
Just keep buying, everyone else is… Bad night for Chinese stockholders…No afternoon National Team BTFD effort!! European stocks tumbled to their lowest since early April as EM contagion spread on fears of soaring exposures… And US Equities were
Data Courtesy of Trade Alert
The uncertainty continued from the US back into Asia this morning resulting in more Asian selling. Although core Chinese markets are light on volume, the concerns of sudden price discovery is the fear running through all emerging markets. We saw
According to Federal Reserve Chair Jerome Powell, the U.S. economy is doing just fine. And, because of fiscal stimulus, slowly rising incomes, and high levels of consumer and business confidence, Powell believes the current strength will persist. That’s some of what Powell said during
“Those who have crossed With direct eyes, to death’s other Kingdom Remember us—if at all—not as lost Violent souls, but only As the hollow men The stuffed men.” T. S. Eliot “I have been to many countries and seen much
Don’t look now – or look – but while the US stock market trades just shy of all-time highs, absent the occasional hiccup in the mighty FANGs, the route across emerging markets is now the longest since the global financial crisis,
