HORAN Capital Advisors

Many Corporate And Consumer Positives

 December 4 2011     David Templeton
I noted in a post a few weeks ago about the positive trend in the JOLTS (Job Openings and Labor Turnover Survey) report which was released by the US Department of Labor and indicated job openings, as of the end of September, were at their highest level since 2008. Additionally, jobless claims, a key leading indicator, have now moved below 400,000 on a four-week moving average basis, which signifie...

Market Driven By Emotions Versus Fundamentals

 December 2 2011     David Templeton
I write this shortly after the Dow Jones Industrial Average rockets higher by nearly 500 points, or 4+%, in just one day, I think back to the concerns raised in recent interactions with some investors expressing concern about the market’s volatility. In August and September, 40% of the trading days in the S&P 500 Index saw daily price swings of plus or minus 2%. This level of volatility was last s...

Investor Sentiment Not As Bad As I Expected

 November 25 2011     David Templeton
Given all the negative news one is hearing and reading about, I expected investor bullish sentiment to be much worse than actually reported by AAII. Much of the European news is negative and today, at the close of trading, the Dow Jones Industrial Average reported its worst Thanksgiving week performance (-4.8%) since the markets began observing the Thanksgiving holiday in 19421.As the below chart ...

The Euro Crisis: Revisiting Pitfalls Of The Gold Standard

 November 25 2011     David Templeton
The current issues impacting the Eurozone countries harkens back to the problems with the gold standard in the 1930s. Many believe the U.S. depression in the 1930s was worsened by the fact the U.S. and many other countries were on the gold standard. With the gold standard exchange rates were fixed i.e., depreciating ones currency was not an option. The gold standard did not create the depression; ...

Tom Gallagher Interview: Fiscal Policy Currently Has More Influence Than Monetary Policy

 November 24 2011     David Templeton
Consuelo Mack interviews Tom Gallagher on this week's WealthTrack. Tom was formally with ISI Group until retiring recently and is now a principal at The Scowcroft Group. While at the ISI Group, Tom was voted the #1 analyst on Washington matters by Institutional Investor from 2001-2010. In the interview, Tom notes government policies have rarely been this important or influential in the economy and...

Fearful Investors

 November 22 2011     David Templeton
One index measure investors review to gauge the level of fear in the market is the VIX Index. Currently, the VIX is trading at 31.78, down a little over 1 point today. High levels in the VIX translate into a fearful market and can be indicative of a short term market bottoms. In the early part of 2010, the market's first encounter with the Euro crisis, the VIX hit 48. The S&P 500 Index bottomed s...
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