Entries by westcottadmin

Are Soaring Growth Estimates Already Priced In?

GDP Growth is expected to soar based on vaccination progress, consumer recovery and an easy comparison with last year. With a fresh run of stimulus checks delivered, or about to be delivered, and pandemic fatigue rampant, it isn’t hard to imagine at least a mini-boom over the next several quarters, leading to improved earnings and […]

Stocks Remain a Prisoner of Interest Rates

The stock market is following the bond market like a puppy. Rates down? Buy growth stocks. Rates up? Buy reflation stocks. U.S. growth estimates are rising, but they are falling in other developed markets. Unless something changes, rates are probably going nowhere. The economic experience in the U.S. compared with Europe and much of Asia […]

Modi Fugit Sequi Quis Rerum Maiores

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Can the Infrastructure Lure Finally Catch Some Funding?

Infrastructure should be an easy bipartisan issue. How we pay for it is a big sticking point. Getting a bill passed will not be easy. There are few issues that have been discussed as consistently as infrastructure, but with no meaningful result. Most recently, infrastructure was a key pillar of the Trump agenda, but it […]

Repellendus Dicta Sint Impedit ut Et Est

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Voluptatem Provident Aperiam Tempora Repellendus

Fusce massa magna, posuere quis dolor vel, porttitor tempor nulla. Donec pellentesque tortor purus, sit amet dignissim lectus ultrices in. Curabitur ac lacus ex. Suspendisse a tellus id est ultricies rhoncus. Sed a sagittis turpis. Nunc at semper tellus. Curabitur ac eleifend elit, at consequat lacus. Assumenda Blanditiis est sed deserunt vitae dolore ducimus. Eos […]

Doloremque non Doloribus Molestiae Laudantium Laborum Sapiente

Recusandae Doloribus qui est accusantium quam Sequi Tempora sapiente quia modi commodi. Repellat nemo consequatur sit Sit id est voluptates repudiandae cum. Iste non debitis omnis expedita. Tempore iste voluptatem quia qui et eius. Eum aspernatur laudantium sit sint vel Est debitis fugit tenetur consequatur Magnam sunt et sed modi qui illo incidunt A dolorem […]