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...
by David Fox, CFA | Apr 23, 2021 | Investing, Market Updates, The Helm Quarterly Market Outlook
Economic Backdrop The economy continues to improve from the nadir of the pandemic. The Conference Board’s monthly Leading Economic Index (LEI), composed of 10 economic components whose changes tend to precede changes in the overall economy, continues to improve....
by David Fox, CFA | Mar 15, 2021 | Investing, Market Updates
The Bloomberg Barclays U.S. Aggregate Bond Index, the flagship index for assessing the overall U.S. bond market (think of it as the S&P 500 for bonds), is having one of its worst starts for a calendar year in its history (which dates back to 1976). Indeed, the...
by Matt Papazian, CFA | Feb 17, 2021 | Investing
We have received many questions about GameStop Stock (GME) and Bitcoin in recent weeks. We will cover the basics of these news makers below. GameStop What transpired to launch such wild swings in the company’s stock? What market forces and/or participants were...
