• August 20, 2021

    This week, CIO Tom Weary, CFA®️, briefly discusses climate change before breaking down the S&P 500’s latest feat. He also covers July’s pullback in retail sales as well as earnings reports from RFA holdings The Home Depot, TJX Companies, and Target.

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  • August 13, 2021

    This week, CIO Tom Weary, CFA®️, kicks things off by discussing the Delta variant of the coronavirus and its effect on various aspects of the economy. He then analyzes the latest Job Openings and Labor Turnover Survey (JOLTS), which tells of a quick recovery in the labor market, before covering recent earnings reports from RFA Core Portfolio holdings EnerSys and Air Products and Chemicals Inc. as well as Defensive Portfolio holdings Sysco and The Walt Disney Company.

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  • August 6, 2021

    This week, CIO Tom Weary, CFA®️, goes over the latest pandemic numbers and discusses several positive reports on the economy, including July’s jobs report. He then covers the latest on the bond market before sharing recent earnings from RFA holdings Sony, Prudential Financial, Simon Property Group, and FLEETCOR.

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