The Fog of Tariffs

by pentoport | Apr 11, 2025 | Commentary

April 11, 2025 There was a near-record number of job layoff announcements during the month of March, according to the labor research firm Challenger, Gray & Christmas. There was a total of 275,240 layoff announcements last month. The level of layoffs was eclipsed...

Mid-Week Reality Check Revised- 4/9/25

by pentoport | Apr 9, 2025 | Podcasts

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Mid-Week Reality Check – 4/9/25

by pentoport | Apr 9, 2025 | Podcasts

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Mid-Week Reality Check – 4/2/25

by pentoport | Apr 2, 2025 | Podcasts

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Mid-Week Reality Check – 3/26/25

by pentoport | Mar 26, 2025 | Podcasts

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Fed Follies on Full Display

by pentoport | Mar 21, 2025 | Commentary

March 21, 2025 The University of Michigan Consumer confidence survey for March plunged to 57.9 versus the estimate of 63 and 65.7 in the month prior. And yet, inflation expectations in the same survey hit a 32-year high of 4.9%. Stagflation is the word that comes to...

Mid-Week Reality Check – 3/19/25

by pentoport | Mar 19, 2025 | Podcasts

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Mid-Week Reality Check – 3/12/25

by pentoport | Mar 12, 2025 | Podcasts

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Mid-Week Reality Check – 3/5/25

by pentoport | Mar 5, 2025 | Podcasts

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Cash is King for Now

by pentoport | Mar 3, 2025 | Commentary

March 3, 2025 Tariff threats and a shrinking labor force put downward pressure on stocks and the economy. The S&P 500 is trading at 22x the forward 12-month EPS target, which is predicting an increase of 13% in EPS. The problem is that the 10-year average PE ratio...