Insights Center

Bitcoin, Gold, Dow Theory, & Benjamin Graham Analysis of the Dow Jones Industrial Average ETF

News
No Comments
December 18, 2023 Industry: Diversified Tracking ETF: SPDR Dow Jones Industrial ETF (DIA) Index Overview: The Dow Jones Industrial Average is a 30-stock, price-weighted index that measures the performance of some of the largest U.S. companies. The index provides suitable sector representation with the exception of the transportation industry group and utilities sector which are…
Read More

OUR OFFICE WILL BE CLOSED FOR THANKSGIVING DAY

News
No Comments
We wish you and your family a happy Thanksgiving! Every day, we thank you for being the core of our success and look forward to a wonderful 2024. Our offices will be closed all day on Thursday, November 23rd, 2023. We will close at 1:00 PM on Friday, November 24th, 2023. We will resume normal…
Read More

Portfolio Commentary – Q3 2023

News
No Comments
SUMMARY The Leading Economic Index (“LEI”) and Small Cap Russell 2000 Index Confirm Recessionary Signal Small Cap Stocks Historically Bottom During Recessions and Fed Cycles Small Cap Stock Returns are Typically Higher for Extended Periods Following Recession Portfolio Commentary Written by Allen Gillespie, CFA®, Chief Investment Officer Download a PDFProgramming Economics – The LEI and…
Read More

Categories

Archives