With remarkable speed, the COVID-19 pandemic has accelerated select investment themes across a number of industries. Nowhere is that truer than the media and entertainment sectors where technological advances and work-from-home trends are rapidly changing the landscape. The following article from the Capital Group, one of the Portfolio Strategists we utilize for client accounts, outlines these trends.

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We have stated many times that the stock market is currently overvalued. In the short term we don’t know if there will be a correction or if rising profits will catch up to valuations. But what about the long term? What do current elevated prices mean for long term stock market returns?

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Consumer Sentiment fell in July to a lower level than last April, and as the chart below shows, lower than it’s been in almost 10 years.

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Housing prices are skyrocketing all around the country this year. This brings back memories of 2008 which leads some to wonder if this is a housing bubble about to burst and wreck havoc on the economy and the markets.

This month’s issue of “On The Mark” addresses this very question.

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The Department of Commerce released the first estimate of second quarter GDP last week and the quick pace of economic growth continued. JP Morgan, one of the Portfolio Strategists we utilize for client accounts, today wrote the following about the GDP report…

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This month’s issue of “On the Mark” discusses the reasons for the higher inflation we have seen this year and whether it is likely to end up in runaway inflation that could derail the economy.

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Though news every day pushes stock prices up and down, the long term driver of the stock market is company profits. Today I would like to share with you an article published Monday regarding the 2nd quarter earnings season by JP Morgan, one of the Portfolio Strategists we utilize for client accounts.

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