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Jun 26, 2024

We added Nvidia (NVDA) to our Growth & Income and Growth model portfolios early last year.  Since then, the stock price has soared.  This year institutional investors continued to add NVDA to their portfolios on bullish forecasts the company’s chip and GPU (graphic processor units) will increase in demand.  The stock...


Jun 20, 2024

The US Census Bureau released last week the advance projection May report of the Index of Economic Activity (IDEA) that includes information how consumers changed their spending last month.  Consumers are changing their spending in what economists refer to as a “soft landing” from former periods of stronger retails...


Jun 12, 2024

In this podcast we identify that consumers are changing how they spend their money.  It appears people are buying less fun stuff like vacations and home improvements and focusing more on boring stuff like food and clothes. Do consumers know something analysts don’t and are starting to adjust their budgets in...


Jun 4, 2024

The most recent economic tsunami was the 2020 pandemic that significantly disrupted all business and specifically manufacturing.  Manufacturers were initially required to shut down operations and send their employees home.  The obvious supply chain dysfunction that followed disrupted all businesses depending...