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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 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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by 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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by Hodges Investment Team, on September 6, 2024

Five interesting things that Hodges Capital research analysts discovered this week... #1 SEPTEMBER SEASONALS: Bloomberg's Global Ag Bond index has seen a negative total return for the last seven consecutive …

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by Hodges Investment Team, on August 30, 2024

Five interesting things that Hodges Capital research analysts discovered this week... #1 ROAD WORK AHEAD: The Dodge Momentum index, a leading indicator of non-residential construction spending, was up in July …

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