by Hodges Investment Team, on November 15, 2024
Five interesting things that Hodges Capital research analysts discovered this week... #1 October Surprise: October non-discretionary "needs" inflation (+0.2% m/m, +4.7% y/y) outpaced discretionary "wants" inflation (+0.1% m/m, +1.0% y/y) …
Read Storyby Hodges Investment Team, on November 8, 2024
Five interesting things that Hodges Capital research analysts discovered this week... #1 So You’re Telling Me There’s a Chance? According to Fannie Mae calculations, it would take one of three …
Read Storyby Hodges Investment Team, on November 1, 2024
Five interesting things that Hodges Capital research analysts discovered this week... #1 Nightmare on Wall Street: According to data from PSC Macro evaluating earnings reported thus far in this third …
Read Storyby Hodges Investment Team, on October 25, 2024
Five interesting things that Hodges Capital research analysts discovered this week... #1 TAXES AND EARNINGS GROWTH: Over the last 90 years, the corporate tax rate has been changed by many …
Read Storyby Hodges Investment Team, on October 18, 2024
Five interesting things that Hodges Capital research analysts discovered this week... #1 TRICK OR TREAT: According to a recent survey by the National Retail Federation, consumers plan to spend an …
Read Storyby Hodges Investment Team, on October 11, 2024
Five interesting things that Hodges Capital research analysts discovered this week... #1 U.S. EQUITY: The U.S. is near half of the total world stock market capitalization and up from near …
Read Storyby Hodges Investment Team, on October 4, 2024
Five interesting things that Hodges Capital research analysts discovered this week... #1 CHINA HIGHS: Even with the recent multi-day rally, the Shanghai Comp remains 45% below all-time highs that occurred …
Read Storyby Hodges Investment Team, on September 27, 2024
Five interesting things that Hodges Capital research analysts discovered this week... #1 CONSUMER CONFIDENCE: The Conference Board Consumer Confidence Index fell 10 points last week, marking the largest decline since …
Read Storyby Hodges Investment Team, on September 20, 2024
Five interesting things that Hodges Capital research analysts discovered this week... #1 RATE CUTS: Sector performance as measured by 3-month forward returns after the Federal Reserve’s first rate cut since …
Read Storyby Hodges Investment Team, on September 13, 2024
Five interesting things that Hodges Capital research analysts discovered this week... #1 LABOR PAINS: U.S. July job openings fell to their lowest level since January 2021. Per Piper Sandler, cyclical …
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