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November 19, 2021
This week, CIO Tom Weary, CFA®️, discusses October’s rise in retail sales before reporting on Q3 earnings for Target Corporation, Home Depot, and TJX Companies. He also shares the logic behind current trades in RFA’s Core Portfolio.
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November 12, 2021
This week, CIO Tom Weary, CFA®️, discusses the recent uptick in inflation, as well as its effect on real wages. He also shares Q3 earnings for RFA holdings PayPal, Ahold Delhaize, and The Walt Disney Company.
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November 5, 2021
This week, CIO Tom Weary, CFA®️, kicks things off with news from Wednesday’s meeting of the Federal Reserve. He then covers the latest economic news, including October’s Jobs Report, before sharing Q3 earnings for RFA holdings Akamai Technologies, Prudential Financial, and Mondelez International.
