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Hodges Friday Fast Five

"In the investment business, you go to school every day, but never graduate." - Don Hodges

 

by Hodges Investment Team, on November 22, 2024

Five interesting things that Hodges Capital research analysts discovered this week... #1 New Tune: Odds of a December rate cut now sit at 58%, down from an 85% probability priced …

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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) …

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by 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 …

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by 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 …

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by 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 …

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by 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 …

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by 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 …

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by 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 …

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by 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 …

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by 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 …

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Hodges Friday Fast Five

We aim to help investors separate the news from the noise by providing our perspective. Every Friday the Hodges Capital research analysts list the five most interesting things they discovered that week. Subscribe to receive the Hodges Friday Fast Five in your inbox every Friday. 

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