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2021-07-18 - New Blog Site
 Going forward my blog posts can be read on our firm's website at the following link:HORAN Market Commentary Blog

2021-04-28 - Hard Economic Data Suggests A Continued..
Tuesday's release of the Chemical Activity Barometer (CAB) by the American Chemistry Council clearly is representative of an economy that is strengthening. The report for April showed a twelfth..

2021-04-15 - Stock Buyback Rate Continues To Increase
S&P Dow Jones Indices recently reported stock buyback results for the fourth quarter of 2020 noting a 28.2% increase in the quarter versus the third quarter increase of 14.8%. This increase in..

2021-04-13 - Small Improvement Small Business Optimism, But..
The March NFIB Small Business Optimism Index increased to 98.2 compared to the prior month reading of 95.8. The report notes seven of the 10 index components had improvements. However, the uncertainty..

2021-04-10 - Positive Job Market Developments: Openings And..
Earlier this week the February Job Openings and Labor Turnover Survey (JOLTS) was released showing job openings continued to increase. For the February period job openings equal nearly 7.4 million and..

2021-04-08 - Individual Investor Sentiment Is Elevated
The  American Association of Individual Investors reported a jump in bullish sentiment to 56.9%. This is the highest bullishness level since the reading reached 59.7% for the weekly reporting..

2021-04-03 - So Far, A Better Year For The Dogs Of The Dow
In 2020 the Dogs of the Dow strategy significantly lagged the return of the broader S&P 500 Index. For the 2020 calendar year the Dow Dogs returned a minus 8% versus the S&P 500 Index..

2021-04-01 - A Change In Equity Market Leadership Is A Positive
One favorable aspect of the current equity market is the broader favorable performance across a wider range of asset classes and investment styles. I wrote about this in mid September last year and at..

2021-03-31 - The Consumer Is Spending, A Major Driver To The..
As is often said actions speak louder than words and with the consumer at the moment, both survey results and spending activity are moving in the same direction. The consumer accounts for 70% of GDP..

2021-03-15 - Oil Inventory Level Remains High Potentially..
A number of factors will influence the price of oil over time, but the supply level and active rig count provide useful insight. Other variables come into play as well, like Middle East conflicts and..



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