by David Fox, CFA | Oct 18, 2021 | Investing, Market Updates, The Helm Quarterly Market Outlook
Economic Backdrop While the overall trend in the economy continues to be positive, the rate of growth is slowing. The Conference Board’s monthly Leading Economic Index (LEI) continued to trend higher in the third quarter, although the year-over-year percentage change...
by David Fox, CFA | Sep 9, 2021 | Investing, Market Updates
How is one to make sense of the disparate Wall Street market forecasts? At the top end of the range, BMO is predicting a 2021 ending value for the S&P 500 of 4800 – an over 9% increase from today’s price. In contrast, Duetsche Bank’s forecast for the S&P 500...
by David Fox, CFA | Aug 16, 2021 | Investing, Market Updates
JP Morgan’s latest quarterly Guide to the Markets provides some excellent charts highlighting where the stock market stands across several different valuation measures. The table in the chart below summarizes several of these measures and the conclusion is clear, the...
by David Fox, CFA | Jul 19, 2021 | Investing, Market Updates, The Helm Quarterly Market Outlook
Economic Backdrop The positive trends seen in the first quarter for the overall economy carried forward into second quarter of 2021. The Conference Board’s monthly Leading Economic Index (LEI) continued to trend up. This index is comprised of 10 economic components...
by David Fox, CFA | Jun 15, 2021 | Investing, Market Updates
A fascinating chart has been making its way through the Twitter financial sphere this past week that shows the total number of employees to total revenues of the S&P 500 throughout time. In 1986, it took 8 employees to generate $1 million in revenue. Today, the...
by David Fox, CFA | May 17, 2021 | Investing, Market Updates
During 2021 there has been a renewed focus on inflation by the media, economists, investors, politicians and the general public alike. Some are concerned that all the government stimulus spending and the Fed’s policy stance of low rates and a more relaxed view of...
